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Home > Institutional Investor > Bankplus Trust Department > Profile

Instuitional Investor - Bankplus Trust Department

Fund Profile
Filing Period:
Fund Name: Bankplus Trust Department
Portfolio Value $299,673,591
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,899 $73,552,148 24.54%
2.
Microsoft Corp
 MSFT 32,754 $12,295,525 4.1%
3.
Apple Inc.
 AAPL 49,375 $10,967,669 3.66%
4.
John Hancock Multifactor Mid Cap Etf
 126,087 $7,224,785 2.41%
5.
Progressive Corp
 PGR 23,360 $6,611,114 2.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)