— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

TRUSTMARK BANK TRUST DEPARTMENT

Q2 2025 · Filed 2025-08-13
Market Value
$1.4B
+7.2%
Holdings
298
-13
New Purchases
13
Added To
109
Closed
26
Reduced
99
Top 10 Concentration
40.9%
Turnover
13.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFA 4.41% 2.84% +1.57% $64M
BIV 1.50% 0.04% +1.46% $22M
FLOT 2.36% 1.00% +1.36% $34M
VUG 4.06% 3.54% +0.52% $59M
NVDA 1.37% 0.98% +0.39% $20M
MSFT 1.45% 1.14% +0.31% $21M
AVGO 0.70% 0.46% +0.24% $10M
META 1.16% 0.99% +0.17% $17M
ICOW 0.34% 0.19% +0.16% $5M
ORCL 0.38% 0.26% +0.13% $6M
TSM 0.38% 0.27% +0.11% $6M
DE 0.26% 0.15% +0.11% $4M
VO 6.43% 6.34% +0.09% $93M
IBM 1.57% 1.49% +0.09% $23M
BABA 0.15% 0.07% +0.08% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 6.30% 8.88% -2.58% $91M
VWO 0.55% 1.58% -1.03% $8M
VB 5.51% 6.23% -0.72% $80M
JPST 2.84% 3.20% -0.36% $41M
AAPL 1.52% 1.81% -0.28% $22M
PZA 0.43% 0.65% -0.22% $6M
BMY 0.15% 0.36% -0.21% $2M
VGSH 3.19% 3.37% -0.18% $46M
BRK-B 0.87% 1.01% -0.14% $13M
SHM 0.44% 0.57% -0.13% $6M
UNH 0.00% 0.11% -0.11% $0
IEF 1.46% 1.57% -0.11% $21M
ABBV 0.50% 0.61% -0.10% $7M
NOW 0.00% 0.10% -0.10% $0
CVX 0.30% 0.39% -0.09% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $568M 39.3%
Large Cap 180 $741M 51.2%
Mid Cap 39 $113M 7.8%
Small Cap 12 $23M 1.6%
Micro Cap 3 $2M 0.2%

Portfolio Analytics

Avg Market Cap
$227.8B
Median Market Cap
$51.4B
Avg P/E
31.7
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
175
# ETFs / Funds
123

Top Holdings (298 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VO 6.43% 332,776 $93M $279.83 $7M +1,651 +0.5%
2 AGG 6.30% 919,348 $91M $99.20 -$29M -292,154 -24.1%
3 VB 5.51% 336,725 $80M $236.98 -$4M -42,814 -11.3%
4 EFA 4.41% 713,393 $64M $89.39 $25M +244,934 +52.3%
5 VUG 4.06% 134,022 $59M $438.40 $11M +5,193 +4.0%
6 VTV 3.65% 299,061 $53M $176.74 $3M +8,208 +2.8%
7 VGSH 3.19% 784,877 $46M $58.78 $648K +9,841 +1.3%
8 JPST 2.84% 811,134 $41M $50.68 -$2M -43,084 -5.0%
9 FLOT 2.36% 668,097 $34M $51.02 $21M +404,368 +153.3%
10 SPY 2.18% 51,104 $32M $617.85 $2M -967 -1.9%
11 IBM 1.57% 77,330 $23M $294.78 $3M -3,491 -4.3%
12 AAPL 1.52% 107,437 $22M $205.17 -$2M -2,318 -2.1%
13 BIV 1.50% 281,002 $22M $77.34 $21M +274,512 +4229.8%
14 IEF 1.46% 220,392 $21M $95.77 -$91K -1,875 -0.8%
15 MSFT 1.45% 42,214 $21M $497.41 $6M +1,337 +3.3%
16 NVDA 1.37% 125,398 $20M $157.99 $7M +3,936 +3.2%
17 VV 1.29% 65,674 $19M $285.30 $2M +1,252 +1.9%
18 MDY 1.26% 32,237 $18M $566.48 $1M -53 -0.2%
19 VCSH 1.22% 221,752 $18M $79.50 $125K +8
20 META 1.16% 22,738 $17M $738.09 $3M -526 -2.3%
21 VYM 1.16% 125,845 $17M $133.31 $547K
22 DVY 1.16% 126,039 $17M $132.81 $559K +5,552 +4.6%
23 IVV 1.14% 26,627 $17M $620.90 $2M +766 +3.0%
24 IVE 1.02% 75,674 $15M $195.42 $598K +1,217 +1.6%
25 WMT 1.00% 147,427 $14M $97.78 $2M +795 +0.5%
26 BRK-B 0.87% 25,895 $13M $485.77 -$1M +298 +1.2%
27 AMZN 0.82% 53,916 $12M $219.39 $2M +741 +1.4%
28 BAC 0.80% 243,786 $12M $47.32 $1M -3,654 -1.5%
29 TRMK 0.76% 300,167 $11M $36.46 $653K +1,788 +0.6%
30 BKLN 0.73% 504,015 $11M $20.92 $340K +11,066 +2.2%
31 JPM 0.72% 36,020 $10M $289.91 $2M +475 +1.3%
32 AVGO 0.70% 36,611 $10M $275.65 $4M -324 -0.9%
33 C 0.66% 111,807 $10M $85.12 $1M -5,614 -4.8%
34 PH 0.62% 12,795 $9M $698.47 $1M +126 +1.0%
35 IGSB 0.55% 151,839 $8M $52.76 $239K +3,431 +2.3%
36 VWO 0.55% 161,399 $8M $49.46 -$13M -309,088 -65.7%
37 BND 0.54% 106,000 $8M $73.63 $19K
38 HD 0.51% 20,313 $7M $366.64 -$82K -232 -1.1%
39 IVW 0.51% 66,514 $7M $110.10 $1M
40 ABBV 0.50% 39,369 $7M $185.62 -$898K +204 +0.5%
41 XOM 0.50% 67,511 $7M $107.80 -$614K +1,155 +1.7%
42 SO 0.50% 79,017 $7M $91.83 $47K +616 +0.8%
43 EEM 0.50% 149,217 $7M $48.24 $614K -1,455 -1.0%
44 COWZ 0.50% 130,367 $7M $55.10 $16K -523 -0.4%
45 GOOGL 0.48% 39,239 $7M $176.23 $684K -1,058 -2.6%
46 EFAV 0.47% 81,383 $7M $84.06 $851K +4,507 +5.9%
47 CSCO 0.47% 97,262 $7M $69.38 $1M +10,885 +12.6%
48 SJNK 0.46% 263,393 $7M $25.48 $151K +2,638 +1.0%
49 QQQ 0.45% 11,687 $6M $551.64 $488K -1,021 -8.0%
50 SHM 0.44% 134,159 $6M $47.83 -$1M -28,449 -17.5%
51 VOT 0.44% 22,479 $6M $284.39 $982K +360 +1.6%
52 GOOG 0.44% 35,520 $6M $177.39 $685K -429 -1.2%
53 PZA 0.43% 279,366 $6M $22.39 -$2M -100,140 -26.4%
54 EGP 0.43% 37,422 $6M $167.12 -$338K
55 SPHY 0.43% 258,500 $6M $23.80 $98K
56 VSLU 0.41% 151,232 $6M $39.15 $346K -7,955 -5.0%
57 RL 0.41% 21,573 $6M $274.28 $1M +1,313 +6.5%
58 COST 0.41% 5,954 $6M $989.94 $502K +253 +4.4%
59 FALN 0.41% 217,025 $6M $27.14 $76K
60 KO 0.41% 82,969 $6M $70.75 -$35K +514 +0.6%
61 ORCL 0.38% 25,445 $6M $218.63 $2M +776 +3.1%
62 TSM 0.38% 24,561 $6M $226.49 $2M +2,414 +10.9%
63 HIG 0.38% 43,145 $5M $126.87 $336K +1,624 +3.9%
64 CTAS 0.37% 24,209 $5M $222.87 $776K +1,733 +7.7%
65 CAH 0.35% 29,741 $5M $168.00 $1M +2,110 +7.6%
66 ICOW 0.34% 146,463 $5M $34.03 $2M +66,376 +82.9%
67 NFLX 0.33% 3,615 $5M $1,339.13 $1M -66 -1.8%
68 ETN 0.33% 13,290 $5M $356.99 $1M -390 -2.9%
69 AMGN 0.31% 15,983 $4M $279.21 -$627K -352 -2.1%
70 PG 0.31% 27,809 $4M $159.32 -$423K -671 -2.4%
71 KR 0.31% 61,692 $4M $71.73 $240K -137 -0.2%
72 COF 0.30% 20,635 $4M $212.76 $934K +1,360 +7.1%
73 CVX 0.30% 30,485 $4M $143.19 -$861K -757 -2.4%
74 SCHP 0.29% 160,000 $4M $26.68 -$34K
75 HWM 0.29% 22,876 $4M $186.13 $1M -137 -0.6%
76 MCK 0.28% 5,476 $4M $732.78 $473K +217 +4.1%
77 URI 0.28% 5,292 $4M $753.40 $583K -139 -2.6%
78 FTSL 0.27% 85,000 $4M $45.89 $20K
79 TPR 0.26% 43,535 $4M $87.81 $1M +3,920 +9.9%
80 MFC 0.26% 118,449 $4M $31.96 $144K +1,554 +1.3%
81 DE 0.26% 7,437 $4M $508.49 $2M +3,050 +69.5%
82 DUK 0.26% 31,449 $4M $118.00 -$130K -40 -0.1%
83 IJR 0.26% 33,785 $4M $109.29 $124K -335 -1.0%
84 VGLT 0.25% 65,475 $4M $56.12 -$160K -1,082 -1.6%
85 FTSM 0.25% 60,459 $4M $59.87 -$16K -299 -0.5%
86 FFIV 0.24% 11,940 $4M $294.32 $549K +803 +7.2%
87 TLH 0.23% 33,476 $3M $101.60 -$157K -822 -2.4%
88 NVS 0.23% 27,206 $3M $121.01 $245K -131 -0.5%
89 JPIE 0.23% 70,998 $3M $46.32 -$191K -4,538 -6.0%
90 CALF 0.22% 81,670 $3M $39.81 -$157K -9,226 -10.2%
91 MCD 0.22% 10,955 $3M $292.17 -$279K -186 -1.7%
92 VBK 0.22% 11,481 $3M $276.94 $264K -100 -0.9%
93 LLY 0.21% 3,853 $3M $779.53 -$33K +176 +4.8%
94 SYF 0.21% 44,656 $3M $66.74 $542K -1,411 -3.1%
95 T 0.19% 95,774 $3M $28.94 $279K +7,619 +8.6%
96 KMB 0.19% 20,824 $3M $128.92 -$710K -3,047 -12.8%
97 VZ 0.18% 61,588 $3M $43.27 -$413K -6,269 -9.2%
98 JCPB 0.18% 55,032 $3M $47.06 $58K +1,200 +2.2%
99 USFR 0.17% 48,726 $2M $50.31 $22K +466 +1.0%
100 IYW 0.16% 13,530 $2M $173.27 $442K -15 -0.1%

New Positions

SymbolValue% Port
JBL $1M 0.08%
FMS $1M 0.07%
AXON $635K 0.04%
VXUS $558K 0.04%
KLAC $401K 0.03%
AZO $267K 0.02%
JGRO $258K 0.02%
WEC $257K 0.02%
WTV $227K 0.02%
TXT $219K 0.02%
CNI $212K 0.01%
PHO $203K 0.01%
SPIB $201K 0.01%

Sold Out Positions

SymbolValue% Port
NOW —%
NEE —%
LYB —%
ANET —%
GRMN —%
SHW —%
DVA —%
CBRE —%
SYK —%
TSN —%
BX —%
SLB —%
EPD —%
TMO —%
GWW —%
View SEC EDGAR Filings for TRUSTMARK BANK TRUST DEPARTMENT →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms