StockDriftsStockDriftsTop 50 BankPlus Trust Department Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares SP 500 Index Fund | 23.54% | 134.9K | $88.1M | +0.22%(+301) | $589.01(+27.07%) | 2026-03-31 | |
| MSFT | Microsoft, Corp. | 3.3% | 33.3K | $12.3M | -3.46%(-1.19K) | $432.92(-9.80%) | 2026-03-31 | |
| AAPL | Apple Computer Inc. | 2.77% | 40.9K | $10.4M | -10.26%(-4.67K) | $232.35(+32.83%) | 2026-03-31 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | 2.53% | 141.3K | $9.5M | +3.89%(+5.29K) | $60.37(+23.22%) | 2026-03-31 | |
| NVDA | NVIDIA | 1.96% | 42.0K | $7.3M | -9.36%(-4.34K) | $127.86(+52.37%) | 2026-03-31 | |
| JPM | J P Morgan Chase & Co | 1.57% | 20.0K | $5.9M | +45.19%(+6.22K) | $254.20(+31.58%) | 2026-03-31 | |
| ABBV | AbbVie Inc. | 1.54% | 26.5K | $5.8M | -5.17%(-1.44K) | $188.55(+38.46%) | 2026-03-31 | |
| LLY | Eli Lilly & Co. | 1.4% | 5.7K | $5.2M | -20.83%(-1.50K) | $828.27(+46.56%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp. | 1.34% | 29.5K | $5.0M | -2.95%(-898) | $112.60(+21.75%) | 2026-03-31 | |
| PGR | The Progressive Corporation | 1.3% | 24.5K | $4.8M | -19.68%(-5.99K) | $248.89(-6.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.38% | +17.01% |
| Top 20 Holdings Unweighted | +5.42% | +17.15% |
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