Arkolith/Funds/Bank & Trust Co

Bank & Trust Co

CIK 2026082Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Bank & Trust Co holds a diversified book of 303 stocks worth $158.4M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 8% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
32
existing
Trimmed
45
reduced
Sold out
10
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.2%
+14.8%/yr · since Oct '24
Their reported book
+34.5%
held from quarter-end
S&P 500
+30.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Bank & Trust Co (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +34.5%, a 6.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Bank & Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
36%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Financials
18%
Utilities
18%
Information Technology
16%
Health Care
15%
Industrials
8%
Energy
8%
Consumer Discretionary
7%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bank & Trust Co

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$784.2B
MORGAN STANLEY80 / 80$517.6B
JPMORGAN CHASE & CO80 / 80$497.4B
BANK OF AMERICA CORP /DE/80 / 80$319.7B
FRANKLIN RESOURCES INC80 / 80$161.7B
ROYAL BANK OF CANADA80 / 80$156.1B
WELLS FARGO & COMPANY/MN80 / 80$135.2B
AMERIPRISE FINANCIAL INC80 / 80$134.0B

Ranked by how many of Bank & Trust Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

303 positions
#SecurityValueShares% PortLast moveHistory
1Lilly Eli & Co Com
COM
$13.2M11.0K
8.3%
−3.2%
Reduced · −360 sh
2Otter Tail Corp Com
COM
$10.8M119.6K
6.8%
+0.3%
Added · +405 sh
3Microsoft Corp Com
COM
$6.0M16.0K
3.8%
−2.8%
Reduced · −465 sh
4Alphabet Inc Cap Stk Cl A
CAP STK CL A
$4.8M13.3K
3.0%
−0.8%
Reduced · −109 sh
5Citigroup Inc Com New
COM NEW
$4.5M32.3K
2.9%
−0.2%
Reduced · −65 sh
6Old Rep Intl Corp Com
COM
$4.2M101.7K
2.6%
+0.2%
Added · +163 sh
7Valero Energy Corp New Com
COM
$3.7M14.2K
2.3%
−0.7%
Reduced · −99 sh
8Apple Inc Com
COM
$3.7M12.8K
2.3%
−1.0%
Reduced · −131 sh
9Walmart Inc Com
COM
$3.4M30.3K
2.2%
−4.2%
Reduced · −1K sh
10Ameren Corp Com
COM
$3.3M29.0K
2.1%
−0.7%
Reduced · −198 sh
11Cisco Sys Inc Com
COM
$3.0M25.8K
1.9%
−0.1%
Reduced · −36 sh
12Caterpillar Inc Del Com
COM
$3.0M2.8K
1.9%
−12%
Reduced · −401 sh
13Marathon Pete Corp Com
COM
$2.9M11.3K
1.8%
Held
14Duke Energy Corp New Com New
COM NEW
$2.9M22.6K
1.8%
Held
15Exxon Mobil Corp Com
COM
$2.8M20.7K
1.8%
+0.1%
Added · +22 sh
16Illinois Tool Wks Inc Com
COM
$2.7M10.1K
1.7%
−0.2%
Reduced · −23 sh
17The Travelers Companies Inc.
COM
$2.6M7.9K
1.6%
−0.5%
Reduced · −38 sh
18Johnson & Johnson Com
COM
$2.6M10.1K
1.6%
−0.1%
Reduced · −8 sh
19Allstate Corp Com
COM
$2.4M10.0K
1.5%
−0.7%
Reduced · −70 sh
20Mercury Genl Corp New Com
COM
$2.1M19.4K
1.3%
−11%
Reduced · −2K sh
21Verizon Communications Com
COM
$2.0M47.8K
1.3%
+1.6%
Added · +739 sh
22Intel Corp Com
COM
$2.0M14.2K
1.2%
−9.1%
Reduced · −1K sh
23Merck & Co Inc Com
COM
$1.9M14.4K
1.2%
−0.4%
Reduced · −61 sh
24Chevron Corp New Com
COM
$1.8M10.9K
1.1%
Held
25Enbridge Inc Com
COM
$1.8M33.3K
1.1%
+0.6%
Added · +193 sh
26McDonalds Corp Com
COM
$1.8M6.6K
1.1%
+0.5%
Added · +30 sh
27Amazon Com Inc Com
COM
$1.8M7.4K
1.1%
−0.6%
Reduced · −44 sh
28Coca Cola Co Com
COM
$1.6M20.1K
1.0%
−0.1%
Reduced · −26 sh
29Truist Financial Corp COMMON
COM
$1.6M32.4K
1.0%
+2.0%
Added · +632 sh
30KeyCorp New Com
COM
$1.6M68.6K
1.0%
Held
31Abbvie Inc Com
COM
$1.5M5.9K
0.9%
Held
32Nucor Corp Com
COM
$1.5M6.6K
0.9%
Held
33Home Depot Inc Com
COM
$1.3M3.8K
0.8%
+0.3%
Added · +12 sh
34Williams Cos Inc Del Com
COM
$1.3M17.7K
0.8%
+0.5%
Added · +83 sh
35Southern Co Com
COM
$1.3M13.4K
0.8%
Held
36Nvidia Corp Com
COM
$1.3M6.4K
0.8%
−2.9%
Reduced · −189 sh
37Fifth Third Bancorp Com
COM
$1.2M21.9K
0.8%
Held
38Alliant Energy Corp Com
COM
$1.2M15.7K
0.8%
Held
39Bristol Myers Squibb Co Com
COM
$1.2M20.4K
0.7%
+1.0%
Added · +207 sh
40Pepsico Inc Com
COM
$1.1M8.5K
0.7%
+3.1%
Added · +258 sh
41JPMorgan Chase & Co Com
COM
$1.1M3.4K
0.7%
+2.4%
Added · +81 sh
42WEC Energy Group Inc Com
COM
$1.1M9.4K
0.7%
−1.6%
Reduced · −151 sh
43AT&T Inc Com
COM
$1.1M51.7K
0.7%
Held
44Capital One Finl Corp Com
COM
$1.0M5.1K
0.6%
−1.1%
Reduced · −55 sh
45Regions Finl Corp New Com
COM
$1.0M33.3K
0.6%
Held
46Pfizer Inc Com
COM
$986K40.9K
0.6%
Held
47Automatic Data Processing Incom
COM
$875K3.9K
0.6%
+1.3%
Added · +50 sh
48American Elec Pwr Inc Com
COM
$872K6.4K
0.6%
Held
49PPL Corp Com
COM
$834K22.9K
0.5%
Held
50Archer Daniels Midland Co Com
COM
$822K10.8K
0.5%
−1.7%
Reduced · −190 sh
Showing 50 of 303 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026303$158.4M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026304$148.4M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026296$141.6M13F-HR
Q3 2025Sep 30, 2025Oct 6, 2025287$135.4M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025288$126.4M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025289$122.8M13F-HR
Q4 2024Dec 31, 2024Jan 7, 2025285$119.1M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024287$123.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.