BankPlus Trust Department - Portfolio overview

BankPlus Trust Department has 493 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - Apple Computer Inc., 4.02%
  2. JHMM - John Hancock Multifactor Mid Cap ETF, 3.67%
  3. NVDA - NVIDIA, 2.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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