BankPlus Trust Department: 13F holdings
CIK 20472702026Q2
| Positions | 470 |
|---|---|
| Reported value | $427.5m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV iShares SP 500 Index Fund | 134,984 | $101.1m | 23.6% |
| MSFT Microsoft, Corp. | 34,352 | $12.8m | 3.0% |
| AAPL Apple Computer Inc. | 40,657 | $11.8m | 2.8% |
| JHMM John Hancock Multifactor Mid Cap ETF | 147,337 | $11.0m | 2.6% |
| NVDA NVIDIA | 41,627 | $8.3m | 1.9% |
| LLY Eli Lilly & Co. | 5,809 | $7.0m | 1.6% |
| JPM J P Morgan Chase & Co | 20,940 | $6.9m | 1.6% |
| ABBV AbbVie Inc. | 26,903 | $6.8m | 1.6% |
| LRCX Lam Research Corp | 14,744 | $6.4m | 1.5% |
| GWW WW Grainger, Inc. | 4,171 | $5.7m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047270")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.