BankPlus Trust Department

Q2 2025 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    441

  • Value ($000)

    $337,794

  • Date Filed
    07/23/2025
  • Form type
    13F-HR
  • CIK
    0002047270
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

iShares SP 500 Index Fund

COM
464287200
$82.44M
24 %

132,781

MSFT
MSFT

Microsoft, Corp.

COM
594918104
$16.82M
5 %

33,818

AAPL
AAPL

Apple Computer Inc.

COM
037833100
$10.08M
3 %

49,132

NVDA
NVDA

NVIDIA

COM
67066G104
$8.27M
2 %

52,342

JHMM
JHMM

John Hancock Multifactor Mid Cap ETF

COM
47804J206
$7.71M
2 %

126,051

PGR
PGR

The Progressive Corporation

COM
743315103
$6.63M
2 %

24,850

LLY
LLY

Eli Lilly & Co.

COM
532457108
$5.90M
2 %

7,574

ABBV
ABBV

AbbVie Inc.

COM
00287Y109
$5.03M
2 %

27,113

GWW
GWW

WW Grainger, Inc.

COM
384802104
$4.53M
1 %

4,356

JPM
JPM

J P Morgan Chase & Co

COM
46625H100
$4.24M
1 %

14,627

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