CIK 2047270
BankPlus Trust Department
Institutional 13F holdings & portfolio
Holdings
459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVE | iShares S&P 500 Value ETF | 124 | $15K–$50K | SH |
| VHT | Vanguard Health Care ETF | 91 | $15K–$50K | SH |
| PFG | Principal Finl Group Inc | 286 | $15K–$50K | SH |
| FAI | First Trust Bloomberg Artificial Intel ETF | 611 | $15K–$50K | SH |
| FDX | Fedex Corp. | 85 | $15K–$50K | SH |
| HACK | Amplify Cybersecurity ETF | 303 | $15K–$50K | SH |
| CIBR | First Trust Nasdaq Cybersecurity ETF | 340 | $15K–$50K | SH |
| VWO | Vanguard MSCI Emerging Mkts ETF | 446 | $15K–$50K | SH |
| IBTH | iShares Bonds Dec 2027 Term | 1K | $15K–$50K | SH |
| JTEK | JP Morgan US Tech Leaders ETF | 263 | $15K–$50K | SH |
| IJK | Ishares S&P MidCap 400 Growth ETF | 233 | $15K–$50K | SH |
| LAMR | Lamar Advertising Co New | 177 | $15K–$50K | SH |
| EQH | Equitable Hldgs Inc | 470 | $15K–$50K | SH |
| PH | Parker Hannifin Corporation | 25 | $15K–$50K | SH |
| PPLT | Aberdeen Physical Platinum ETF | 115 | $15K–$50K | SH |
| SNAP | Snap Inc | 3K | $15K–$50K | SH |
| FTV | Fortive Corp | 385 | $15K–$50K | SH |
| BF.B | Brown-Forman Corp - Cl B | 798 | $15K–$50K | SH |
| T | AT&T Inc. | 831 | $15K–$50K | SH |
| HIMX | Himax Technologies Inc | 3K | $15K–$50K | SH |
| NVO | Novo-Nordisk A/S - Spons ADR | 400 | $15K–$50K | SH |
| LIT | Global X Lithium ETF | 310 | $15K–$50K | SH |
| MDT | Medtronic Plc | 209 | $15K–$50K | SH |
| NMCO | Nuveen Mun Cr Opportunities Fd | 2K | $15K–$50K | SH |
| CVS | CVS/Caremark Corp | 246 | $15K–$50K | SH |
| SMH | VanEck Semiconductor ETF | 52 | $15K–$50K | SH |
| PTMC | Etf Ser Solutions | 521 | $15K–$50K | SH |
| VPL | Vanguard Pacific ETF | 203 | $15K–$50K | SH |
| GOVT | iShares US Treasury Bond ETF | 785 | $15K–$50K | SH |
| EXC | Exelon Corp | 410 | $15K–$50K | SH |
| PTLC | Etf Ser Solutions | 318 | $15K–$50K | SH |
| INTC | Intel Corp | 472 | $15K–$50K | SH |
| PPG | PPG Industries, Inc. | 169 | $15K–$50K | SH |
| PTIN | Pacer Funds Tr/trendpilot Intl Etf | 538 | $15K–$50K | SH |
| CWI | SPDR MSCI ACWI ex-US ETF | 468 | $15K–$50K | SH |
| SHEL | Shell Plc | 226 | $15K–$50K | SH |
| SPTI | SPDR Portfolio Intmdt Term ETF | 569 | $15K–$50K | SH |
| NUE | Nucor | 100 | $15K–$50K | SH |
| FSS | Federal Signal Corp | 150 | $15K–$50K | SH |
| CL | Colgate Palmolive | 201 | $15K–$50K | SH |
| D | Dominion Resources, Inc. | 268 | $15K–$50K | SH |
| ES | Eversource Energy | 232 | $15K–$50K | SH |
| DTE | DTE Energy Company | 120 | $15K–$50K | SH |
| CF | CF Industries Holdings Inc. | 200 | $15K–$50K | SH |
| PWR | Quanta Services Inc | 35 | $1K–$15K | SH |
| CNP | CenterPoint Energy, Inc. | 383 | $1K–$15K | SH |
| SHOP | Shopify Inc | 90 | $1K–$15K | SH |
| NOC | Northrop Grumman Corporation | 25 | $1K–$15K | SH |
| USIG | Ishares Broad USD Inv Grade Corp Bond ETF | 274 | $1K–$15K | SH |
| MNST | Monster Beverage Corp New | 180 | $1K–$15K | SH |