Long-term investor
Bank & Trust Co. @banktrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026082).
Record
- Tracked since 2025-06-30 (465 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +1.9% · 6 months +5.2% · 1 year +11.0% · all +11.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 7.3% · long · since 2025-09-30
- OTTR · 6.5% · long · since 2025-09-30
- MSFT · 5.1% · long · since 2025-09-30
- VLO · 3.5% · long · since 2025-09-30
- 02079K305 · 2.9% · long · since 2025-09-30
- MPC · 2.8% · long · since 2025-09-30
- AAPL · 2.7% · long · since 2025-09-30
- C · 2.6% · long · since 2025-09-30
- 680223104 · 2.4% · long · since 2025-09-30
- 30233Q108 · 2.1% · long · since 2026-09-30
- WMT · 2.0% · long · since 2025-09-30
- AEE · 1.8% · long · since 2025-09-30