Long-term investor
Bankplus Trust Department @bankplustrustdepartment
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047270).
Record
- Tracked since 2025-06-30 (454 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +892.2% · all +892.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 23.6% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- 037833100 · 2.8% · long · since 2025-06-30
- 47804J206 · 2.6% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- LLY · 1.6% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- ABBV · 1.6% · long · since 2025-06-30
- 512807306 · 1.5% · long · since 2025-06-30
- GWW · 1.3% · long · since 2025-06-30
- PGR · 1.3% · long · since 2025-06-30
- CSCO · 1.3% · long · since 2025-06-30