BANKPLUS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 24K | $5.97M |
 | ARCC | 23K | $406.06K |
 | FAST | 13K | $617.75K |
 | RIVN | 12K | $186.94K |
 | JPM | 11K | $3.17M |
 | TRMK | 10K | $418.97K |
 | RF | 9K | $244.15K |
 | TFC | 9K | $398.42K |
 | PG | 8K | $1.17M |
 | MSFT | 8K | $2.97M |
 | BIPC | 8K | $310.36K |
 | NVDA | 8K | $1.33M |
 | CSCO | 7K | $578.97K |
 | BMY | 7K | $426.50K |
 | AMZN | 6K | $1.31M |
 | C | 6K | $698.46K |
 | CNP | 6K | $264.60K |
 | DIS | 6K | $575.09K |
 | KO | 6K | $453.23K |
 | NEE | 6K | $551.26K |
Apple Inc.
AAPL
Shares Held
24K
Value
$5.97M
Ares Capital Corporation
ARCC
Shares Held
23K
Value
$406.06K
Fastenal Company
FAST
Shares Held
13K
Value
$617.75K
Rivian Automotive, Inc.
RIVN
Shares Held
12K
Value
$186.94K
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.17M
Trustmark Corporation
TRMK
Shares Held
10K
Value
$418.97K
Regions Financial Corporation
RF
Shares Held
9K
Value
$244.15K
Truist Financial Corporation
TFC
Shares Held
9K
Value
$398.42K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.17M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$2.97M
Brookfield Infrastructure Corporation
BIPC
Shares Held
8K
Value
$310.36K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.33M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$578.97K
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$426.50K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.31M
Citigroup Inc.
C
Shares Held
6K
Value
$698.46K
CenterPoint Energy, Inc.
CNP
Shares Held
6K
Value
$264.60K
The Walt Disney Company
DIS
Shares Held
6K
Value
$575.09K
The Coca-Cola Company
KO
Shares Held
6K
Value
$453.23K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$551.26K