Arkolith/Funds/BankPlus Trust Department

BankPlus Trust Department

CIK 2047270
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

BankPlus Trust Department holds a focused book of 470 reported positions worth $427.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Proshares Ultrapro S&P 500 and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 24% of the reported non-option book.

Opened
25
bought for the first time
+22 more · largest first
3 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
86
sold some, still holds it
+83 more · largest first
Sold out
23
exited the position entirely
+20 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
42%
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.

Where the money is, by sector

63% mapped to company sectors

ETFs / funds
37%
Information Technology
19%
Financials
11%
Industrials
8%
Health Care
8%
Consumer Discretionary
6%
Utilities
3%
Energy
3%

+5 sectors below the cut, 5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as BankPlus Trust Department

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd50 / 80$1.0B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$441.4M
Prospect Hill Management, LLC8 / 80$236.3M
New World Advisors LLC43 / 80$530.0M
9823 Capital, L.P.9 / 80$126.4M
Emerald Advisors, LLC41 / 80$668.7M
Pincus Capital Management, LP26 / 80$139.6M

Ranked by the share of each fund's own book sitting in the names it shares with BankPlus Trust Department: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

470 positions
#SecurityValueShares% PortLast moveHistory
1iShares SP 500 Index Fund
Com
$101.1M135.0K
23.6%
+0.1%
Added · +107 sh
2Microsoft, Corp.
Com
$12.8M34.4K
3.0%
+3.1%
Added · +1K sh
3Apple Computer Inc.
Com
$11.8M40.7K
2.8%
−0.5%
Reduced · −213 sh
4John Hancock Multifactor Mid Cap ETF
Com
$11.0M147.3K
2.6%
+4.3%
Added · +6K sh
5Nvidia
Com
$8.3M41.6K
1.9%
−1.0%
Reduced · −409 sh
6Eli Lilly & Co.
Com
$7.0M5.8K
1.6%
+2.2%
Added · +127 sh
7J P Morgan Chase & Co
Com
$6.9M20.9K
1.6%
+4.8%
Added · +957 sh
8AbbVie Inc.
Com
$6.8M26.9K
1.6%
+1.6%
Added · +437 sh
9Lam Research Corp
Com
$6.4M14.7K
1.5%
−14%
Reduced · −2K sh
10WW Grainger, Inc.
Com
$5.7M4.2K
1.3%
+2.4%
Added · +96 sh
11The Progressive Corporation
Com
$5.4M24.9K
1.3%
+1.7%
Added · +416 sh
12CISCO Sys Inc.
Com
$5.4M45.9K
1.3%
−2.2%
Reduced · −1K sh
13Amazon.com, Inc.
Com
$5.2M21.6K
1.2%
−0.8%
Reduced · −176 sh
14Texas Instruments Inc.
Com
$5.1M17.0K
1.2%
+1.0%
Added · +163 sh
15Alphabet Inc Class C
Com
$5.0M14.0K
1.2%
−0.1%
Reduced · −12 sh
16Taiwan Semiconductor Mfg Co Ltd
Com
$4.9M10.3K
1.1%
+2.4%
Added · +240 sh
17Invesco QQQ Trust ETF
Com
$4.7M6.4K
1.1%
−0.3%
Reduced · −21 sh
18Amgen Inc.
Com
$4.6M12.6K
1.1%
+9.7%
Added · +1K sh
19Caterpillar, Inc.
Com
$4.3M4.1K
1.0%
−5.2%
Reduced · −223 sh
20Exxon Mobil Corp.
Com
$4.1M29.8K
1.0%
+0.9%
Added · +263 sh
21Visa Inc.
Com
$3.8M11.2K
0.9%
+3.7%
Added · +405 sh
22Citigroup Inc.
Com
$3.8M27.0K
0.9%
+15%
Added · +4K sh
23Valero Energy Corp
Com
$3.7M14.3K
0.9%
+3.1%
Added · +430 sh
24Wal-Mart Stores Inc.
Com
$3.7M32.4K
0.9%
+3.3%
Added · +1K sh
25Raytheon Technologies Corp
Com
$3.4M17.8K
0.8%
+5.3%
Added · +905 sh
26Lockheed Martin Corp.
Com
$3.3M6.4K
0.8%
+2.8%
Added · +177 sh
27TJX Companies Inc.
Com
$3.3M21.5K
0.8%
−1.4%
Reduced · −305 sh
28Berkshire Hathaway Inc.-Cl B
Com
$3.3M6.5K
0.8%
+4.0%
Added · +249 sh
29Home Depot, Inc.
Com
$3.1M8.9K
0.7%
+1.0%
Added · +86 sh
30Fastenal Company
Com
$3.1M64.7K
0.7%
+2.8%
Added · +2K sh
31Coca Cola Co
Com
$3.0M36.4K
0.7%
+1.6%
Added · +570 sh
32Automatic Data Processing
Com
$2.9M13.1K
0.7%
+3.1%
Added · +389 sh
33Palo Alto Networks Inc
Com
$2.8M8.3K
0.7%
−1.1%
Reduced · −89 sh
34J P Morgan Core Plus Bond ETF
Com
$2.7M58.1K
0.6%
+2.2%
Added · +1K sh
35Goldman Sachs Group Inc.
Com
$2.7M2.7K
0.6%
+4.1%
Added · +105 sh
36Quest Diagnostics Inc.
Com
$2.6M12.2K
0.6%
+3.6%
Added · +431 sh
37American Express Co.
Com
$2.6M7.6K
0.6%
−0.3%
Reduced · −23 sh
38Morgan Stanley
Com
$2.5M12.0K
0.6%
+6.9%
Added · +777 sh
39Procter & Gamble Co.
Com
$2.5M16.7K
0.6%
−4.7%
Reduced · −823 sh
40Oneok Inc
Com
$2.4M27.9K
0.6%
+1.2%
Added · +331 sh
41Nextera Energy Inc
Com
$2.4M26.9K
0.6%
+2.2%
Added · +583 sh
42L3Harris Technologies Inc
Com
$2.4M8.1K
0.6%
+4.4%
Added · +343 sh
43Asml Holding N V
Com
$2.3M1.2K
0.5%
−0.5%
Reduced · −6 sh
44Eastgroup Properties, Inc.
Com
$2.3M11.4K
0.5%
−38%
Reduced · −7K sh
45Alphabet Inc Class A
Com
$2.3M6.4K
0.5%
−2.1%
Reduced · −135 sh
46Digital Realty Trust Inc
Com
$2.3M12.6K
0.5%
−5.0%
Reduced · −667 sh
47ProShares UltraPro S&P 500
Com
$2.3M15.9K
0.5%
New
New position
48Crowdstrike Hldgs Inc
Com
$2.1M2.8K
0.5%
+27%
Added · +597 sh
49Blackstone Inc
Com
$2.1M18.0K
0.5%
+2.9%
Added · +511 sh
50Deere & Company
Com
$2.0M3.1K
0.5%
+1.5%
Added · +47 sh
Showing 50 of 470 positions
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Filing history

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

$427.5M · Q2 2026Q4 2024 · $304.8MQ2 2026 · $427.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d514$427.5M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d508$374.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d502$382.3M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202517d493$373.5M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202523d483$337.8M13F-HR
Q1 2025Mar 31, 2025May 1, 202531d519$299.7M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d511$304.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.