account_balance
Investment manager · 13F filer · SEC CIK 2047270
BankPlus Trust Department
Reported value$425Mas of Sep 30, 2026
Positions187 2 new, 285 sold out
Top 10 weight44.1%IVV alone is 24%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares SP 500 Index Fund
24.3%
MSFTMicrosoft Corp
4.2%
AAPLApple Inc.
3.2%
JHMMJohn Hancock Multifactor Mid Cap ETF
2.6%Added +6%
NVDANVIDIA Corp
2.2%
ABBVAbbVie Inc.
1.7%Added +2%
JPMJPMorgan Chase & Co
1.7%
LLYELI Lilly & Co
1.6%+4%
VLOValero Energy Corp
1.3%+3%
AMZNAmazon.com Inc
1.3%
AMGNAmgen Inc
1.3%
GWW1.3%IVViShares SP 500 Index Fund
24.3%
MSFTMicrosoft Corp
4.2%
AAPLApple Inc.
3.2%
JHMM2.6%
NVDA2.2%ABBV1.7%JPM1.7%LLY1.6%VLO1.3%AMZN1.3%AMGN1.3%GWW1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares SP 500 Index Fund 24.3% Held
MSFT Microsoft Corp 4.2% HeldAAPL Apple Inc. 3.2% HeldJHMM John Hancock Multifactor Mid Cap ETF 2.6% Added +6%
NVDA NVIDIA Corp 2.2% HeldABBV AbbVie Inc. 1.7% Added +2%JPM JPMorgan Chase & Co 1.7% HeldLLY ELI Lilly & Co 1.6% Added +4%VLO Valero Energy Corp 1.3% Added +3%AMZN Amazon.com Inc 1.3% Added +6%AMGN Amgen Inc 1.3% Added +4%GWW W.W. Grainger, Inc. 1.3% Added +4%What changed
Biggest moves since Jun 30, 2026
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