BankPlus Trust Department

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, BankPlus Trust Department maintained a portfolio of 487 distinct positions. They heavily accumulated shares in iShares SP 500 Index, increasing their position by 0.2%. The fund also reduced its exposure to Eli Lilly & Co. by 20.8%.
PCA Score Concentration Risk
Risk ENB
Total Positions
487
Quarter
2026 Q1
Top Holding
IVV (23.5%)
Top 10 Concentration
41.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 487
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
iShares SP 500 ...
ETF 23.54% 24.11% #1
Prev: #1
6.5 301 0.2%
P
S
134,877 $88,103,005
$581.35 +13.3%
$653.21 +0.9%
2024 Q4 13F Filing 2026-03-31 2026-05-11
MSFT
Microsoft, Corp...
Technology 3.30% 4.37% #2
Prev: #2
3.3 -1,193 -3.5%
P
S
33,328 $12,337,026 2024 Q4 13F Filing 2026-03-31 2026-05-11
AAPL
Apple Computer ...
Technology 2.77% 3.24% #3
Prev: #3
2.6 -4,672 -10.3%
P
S
40,870 $10,372,397 2024 Q4 13F Filing 2026-03-31 2026-05-11
JHMM
John Hancock Mu...
ETF 2.53% 2.33% #4
Prev: #4
2.0 5,293 3.9%
P
S
141,275 $9,482,378 2024 Q4 13F Filing 2026-03-31 2026-05-11
NVDA
NVIDIA
Technology 1.96% 2.26% #5
Prev: #5
1.8 -4,341 -9.4%
P
S
42,036 $7,331,078 2024 Q4 13F Filing 2026-03-31 2026-05-11
JPM
J P Morgan Chas...
Financial Services 1.57% 1.16% #6 4
Prev: #10
3.1 6,220 45.2%
P
S
19,983 $5,878,200 2024 Q4 13F Filing 2026-03-31 2026-05-11
ABBV
AbbVie Inc.
Healthcare 1.54% 1.67% #7 1
Prev: #8
1.1 -1,442 -5.2%
P
S
26,466 $5,756,090 2024 Q4 13F Filing 2026-03-31 2026-05-11
LLY
Eli Lilly & Co.
Healthcare 1.40% 2.02% #8 2
Prev: #6
0.6 -1,495 -20.8%
P
S
5,682 $5,226,133 2024 Q4 13F Filing 2026-03-31 2026-05-11
XOM
Exxon Mobil Cor...
Energy 1.34% 0.96% #9 8
Prev: #17
1.0 -898 -3.0%
P
S
29,511 $5,006,837 2024 Q4 13F Filing 2026-03-31 2026-05-11
PGR
The Progressive...
Financial Services 1.30% 1.81% #10 3
Prev: #7
1.0 -5,993 -19.7%
P
S
24,465 $4,849,942 2024 Q4 13F Filing 2026-03-31 2026-05-11
AMZN
Amazon.com, Inc...
Consumer Cyclical 1.21% 1.30% #11 2
Prev: #9
1.0 235 1.1%
P
S
21,796 $4,539,453 2024 Q4 13F Filing 2026-03-31 2026-05-11
GWW
WW Grainger, In...
Industrials 1.19% 1.15% #12
Prev: #12
1.0 -273 -6.3%
P
S
4,075 $4,445,051 2024 Q4 13F Filing 2026-03-31 2026-05-11
AMGN
Amgen Inc.
Healthcare 1.08% 1.08% #13 1
Prev: #14
0.9 -1,107 -8.8%
P
S
11,477 $4,038,182 2024 Q4 13F Filing 2026-03-31 2026-05-11
GOOG
Alphabet Inc Cl...
Communication Services 1.08% 1.15% #14 3
Prev: #11
0.9 28 0.2%
P
S
14,054 $4,031,530 2024 Q4 13F Filing 2026-03-31 2026-05-11
WMT
Wal-Mart Stores...
Consumer Defensive 1.04% 0.69% #15 18
Prev: #33
2.9 7,618 32.1%
P
S
31,314 $3,891,704 2024 Q4 13F Filing 2026-03-31 2026-05-11
LMT
Lockheed Martin...
Industrials 1.01% 0.83% #16 6
Prev: #22
0.9 -329 -5.0%
P
S
6,237 $3,769,580 2024 Q4 13F Filing 2026-03-31 2026-05-11
QQQ
Invesco QQQ Tru...
ETF 0.99% 1.13% #17 4
Prev: #13
0.9 -580 -8.3%
P
S
6,449 $3,722,234 2024 Q4 13F Filing 2026-03-31 2026-05-11
LRCX
Lam Research Co...
Technology 0.98% 0.94% #18
Prev: #18
0.9 -3,805 -18.2%
P
S
17,143 $3,662,773 2024 Q4 13F Filing 2026-03-31 2026-05-11
CSCO
CISCO Sys Inc.
Technology 0.97% 1.02% #19 4
Prev: #15
0.9 -3,778 -7.5%
P
S
46,894 $3,638,505 2024 Q4 13F Filing 2026-03-31 2026-05-11
TJX
TJX Companies I...
Consumer Cyclical 0.93% 0.90% #20
Prev: #20
0.9 -546 -2.4%
P
S
21,850 $3,489,445 2024 Q4 13F Filing 2026-03-31 2026-05-11
VLO
Valero Energy C...
Energy 0.92% 0.69% #21 11
Prev: #32
0.9 -2,336 -14.4%
P
S
13,886 $3,430,953 2024 Q4 13F Filing 2026-03-31 2026-05-11
TSM
Taiwan Semicond...
Technology 0.91% 0.64% #22 15
Prev: #37
2.9 2,020 25.2%
P
S
10,049 $3,396,060 2024 Q4 13F Filing 2026-03-31 2026-05-11
EGP
Eastgroup Prope...
Real Estate 0.90% 0.56% #23 17
Prev: #40
3.4 6,116 50.7%
P
S
18,176 $3,364,196 2024 Q4 13F Filing 2026-03-31 2026-05-11
TXN
Texas Instrumen...
Technology 0.87% 0.83% #24 3
Prev: #21
0.8 -1,530 -8.3%
P
S
16,850 $3,271,259 2024 Q4 13F Filing 2026-03-31 2026-05-11
V
Visa Inc.
Financial Services 0.87% 0.96% #25 9
Prev: #16
0.8 301 2.9%
P
S
10,801 $3,264,494 2024 Q4 13F Filing 2026-03-31 2026-05-11
RTX
Raytheon Techno...
Industrials 0.87% 0.52% #26 18
Prev: #44
3.3 6,042 55.7%
P
S
16,886 $3,257,310 2024 Q4 13F Filing 2026-03-31 2026-05-11
CAT
Caterpillar, In...
Industrials 0.81% 0.70% #27 3
Prev: #30
0.8 -364 -7.8%
P
S
4,286 $3,036,460 2024 Q4 13F Filing 2026-03-31 2026-05-11
BRK/B
Berkshire Hatha...
Financial Services 0.80% 0.68% #28 6
Prev: #34
2.8 1,113 21.6%
P
S
6,263 $3,001,230 2024 Q4 13F Filing 2026-03-31 2026-05-11
FAST
Fastenal Compan...
Industrials 0.78% 0.71% #29 1
Prev: #28
0.8 -4,358 -6.5%
P
S
62,935 $2,920,184 2024 Q4 13F Filing 2026-03-31 2026-05-11
HD
Home Depot, Inc...
Consumer Cyclical 0.77% 0.81% #30 6
Prev: #24
0.8 -209 -2.3%
P
S
8,787 $2,889,956 2024 Q4 13F Filing 2026-03-31 2026-05-11
KO
Coca Cola Co
Consumer Defensive 0.73% 0.80% #31 5
Prev: #26
0.8 -8,173 -18.6%
P
S
35,819 $2,724,035 2024 Q4 13F Filing 2026-03-31 2026-05-11
LHX
L3Harris Techno...
Industrials 0.72% 0.48% #32 19
Prev: #51
2.8 1,535 24.6%
P
S
7,778 $2,684,577 2024 Q4 13F Filing 2026-03-31 2026-05-11
JCPB
J P Morgan Core...
ETF 0.72% 0.70% #33 4
Prev: #29
0.8 407 0.7%
P
S
56,856 $2,676,780 2024 Q4 13F Filing 2026-03-31 2026-05-11
C
Citigroup Inc.
Financial Services 0.71% 0.28% #34 46
Prev: #80
3.3 14,263 155.4%
P
S
23,443 $2,658,671 2024 Q4 13F Filing 2026-03-31 2026-05-11
ADP
Automatic Data ...
Technology 0.69% 0.91% #35 16
Prev: #19
0.8 -789 -5.9%
P
S
12,689 $2,578,151 2024 Q4 13F Filing 2026-03-31 2026-05-11
PG
Procter & Gambl...
Consumer Defensive 0.68% 0.82% #36 13
Prev: #23
0.8 -4,215 -19.4%
P
S
17,548 $2,534,633 2024 Q4 13F Filing 2026-03-31 2026-05-11
OKE
ONEOK Inc
Energy 0.67% 0.65% #37 1
Prev: #36
0.8 -6,002 -17.9%
P
S
27,607 $2,495,397 2024 Q4 13F Filing 2026-03-31 2026-05-11
NEE
Nextera Energy ...
Utilities 0.65% 0.69% #38 7
Prev: #31
0.3 -6,611 -20.1%
P
S
26,331 $2,445,623 2024 Q4 13F Filing 2026-03-31 2026-05-11
DLR
Digital Realty ...
Real Estate 0.64% 0.53% #39 4
Prev: #43
0.8 83 0.6%
P
S
13,264 $2,390,305 2024 Q4 13F Filing 2026-03-31 2026-05-11
AXP
American Expres...
Financial Services 0.62% 0.43% #40 14
Prev: #54
3.2 3,200 71.9%
P
S
7,652 $2,314,577 2024 Q4 13F Filing 2026-03-31 2026-05-11
DGX
Quest Diagnosti...
Healthcare 0.62% 0.60% #41 2
Prev: #39
0.7 -1,398 -10.6%
P
S
11,805 $2,313,544 2024 Q4 13F Filing 2026-03-31 2026-05-11
GS
Goldman Sachs G...
Financial Services 0.58% 0.26% #42 43
Prev: #85
3.2 1,442 126.9%
P
S
2,578 $2,180,962 2024 Q4 13F Filing 2026-03-31 2026-05-11
CRM
Salesforce.com
Technology 0.57% 0.56% #43 2
Prev: #41
2.7 3,397 42.0%
P
S
11,482 $2,143,345 2024 Q4 13F Filing 2026-03-31 2026-05-11
CVX
ChevronTexaco C...
Energy 0.56% 0.09% #44 89
Prev: #133
3.2 7,828 348.5%
P
S
10,074 $2,084,311 2024 Q4 13F Filing 2026-03-31 2026-05-11
BX
Blackstone Inc
Financial Services 0.54% 0.79% #45 18
Prev: #27
0.7 -2,151 -11.0%
P
S
17,459 $2,007,610 2024 Q4 13F Filing 2026-03-31 2026-05-11
BMY
Bristol Myers S...
Healthcare 0.51% 0.51% #46 1
Prev: #47
0.7 -4,358 -12.1%
P
S
31,724 $1,924,061 2024 Q4 13F Filing 2026-03-31 2026-05-11
JPIE
JP Morgan Incom...
ETF 0.51% 0.46% #47 5
Prev: #52
2.2 3,693 9.7%
P
S
41,692 $1,920,750 2024 Q4 13F Filing 2026-03-31 2026-05-11
GOOGL
Alphabet Inc Cl...
Communication Services 0.50% 0.54% #48 6
Prev: #42
0.7 -75 -1.1%
P
S
6,506 $1,870,865 2024 Q4 13F Filing 2026-03-31 2026-05-11
MS
Morgan Stanley
Financial Services 0.49% 0.16% #49 58
Prev: #107
3.2 7,687 218.0%
P
S
11,213 $1,845,323 2024 Q4 13F Filing 2026-03-31 2026-05-11
DE
Deere & Company
Industrials 0.46% 0.37% #50 13
Prev: #63
0.7 14 0.5%
P
S
3,061 $1,724,261 2024 Q4 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 487 holdings

Unlock Full BankPlus Trust Department Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics