HolderBook

RENASANT BANK

Reported holdings as of Q2 2026, from 23 quarterly filings.

CIK
1656167
Reported value
$155.6M
Positions
141
Top 10 weight
29.1%
Filed
2026-08-11
Days after quarter end
42

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APTUS COLLARED INVACIO$6.4M138,6124.11%+0.11pp9q+3.0%+$183.4K
ISHARES TRIEFA$5.8M59,9773.72%-0.01pp23q+3.0%+$167.7K
ETF SER SOLUTIONSIDUB$5.1M184,5413.26%+0.12pp9q+2.7%+$134.7K
VANGUARD TAX-MANAGED FDSVEA$5.0M69,5143.18%+0.07pp12q+1.3%+$63.2K
J P MORGAN EXCHANGE TRADED FHELO$4.1M61,2602.66%-0.04pp9q+2.5%+$101.9K
VANGUARD INDEX FDSVTI$4.0M10,8812.59%+0.12pp20qHELD
ISHARES TRIUSB$3.8M83,1352.47%-0.41pp16q-5.4%-$218.3K
ISHARES TRIVV$3.7M4,9932.40%-0.28pp23q-13.8%-$600.6K
SPDR SERIES TRUSTSPYM$3.7M41,9622.37%+0.15pp8q+2.6%+$92.9K
OPUS SMALL CAP VALUEOSCV$3.6M85,4262.32%+0.02pp9q+3.8%+$131.0K
APTUS DEFINED RISK ETFDRSK$3.6M123,7032.29%-0.04pp9q+2.8%+$96.8K
ETF SER SOLUTIONSDUBS$3.3M79,0642.12%+0.17pp9q+3.8%+$119.3K
ISHARES TRIWV$3.1M7,3262.01%+0.09pp14qHELD
NVIDIA CORPORATIONNVDA$3.1M15,3361.97%+0.02pp23q-3.1%-$96.6K
ISHARES INCIEMG$2.9M34,9231.86%+0.15pp23q+1.0%+$27.9K
BROADCOM INCAVGO$2.8M7,4381.81%+0.25pp15q+4.8%+$129.2K
MICROSOFT CORPMSFT$2.7M7,1291.71%-0.13pp23q+1.4%+$36.9K
APPLE INCAAPL$2.6M9,0881.69%+0.01pp23q-2.7%-$71.8K
APTUS DRAWDOWN MANAGEDADME$2.5M45,7061.63%+0.08pp8q+2.6%+$65.5K
ALPHABET INCGOOGL$2.4M6,7401.55%+0.17pp23q-0.6%-$14.7K
VANGUARD INTL EQUITY INDEX FVWO$2.4M40,1241.54%+0.05pp8q+3.3%+$77.1K
Aptus Large Cap Upside ETFUPSD$2.3M81,3331.47%+0.07pp6q+4.8%+$105.8K
AMAZON COM INCAMZN$2.1M8,9631.37%-0.01pp23q-4.4%-$98.2K
INVESCO EXCHANGE TRADED FD TRSP$1.9M8,9721.23%flat14qHELD
AMPHENOL CORPAPH$1.8M10,2541.16%+0.80pp4q+152.6%+$1.1M
VISA INCV$1.8M5,2131.15%+0.65pp23q+122.0%+$983.0K
DIMENSIONAL ETF TRUSTDFAT$1.8M25,3241.14%+0.02pp10qHELD
META PLATFORMS INCMETA$1.7M3,0291.10%-0.13pp23qHELD
ABBVIE INCABBV$1.6M6,3321.02%+0.26pp23q+27.8%+$346.5K
INVESCO EXCH TRADED FD TR IIQQQM$1.6M5,1811.01%+0.16pp2q+2.7%+$40.9K
ISHARES TRIVW$1.4M10,2020.90%-0.16pp23q-23.3%-$426.3K
ARISTA NETWORKS INCANET$1.4M8,1500.89%+0.74pp4q+365.2%+$1.1M
ISHARES TRIWS$1.3M8,0750.85%+0.21pp23q+30.3%+$309.1K
QUANTA SVCS INCPWR$1.3M1,7830.82%+0.08pp18q-6.8%-$93.6K
ISHARES TRIUSG$1.3M6,7500.82%+0.09pp2q+2.3%+$28.2K
JPMORGAN CHASE & COJPM$1.2M3,6010.76%-0.56pp23q-42.9%-$886.1K
ISHARES TRIWO$1.2M2,9740.75%+0.09pp23qHELD
SERVICENOW INCNOW$1.2M11,7150.75%+0.44pp15q+182.6%+$751.6K
BANK OF AMER CORPBAC$1.2M20,3270.74%+0.05pp10q+0.7%+$8.2K
DIMENSIONAL ETF TRUSTDFAC$1.1M25,6330.73%+0.03pp10qHELD
FIFTH THIRD BANCORPFITB$1.1M19,9760.72%+0.05pp5q-2.6%-$30.3K
EOG RES INCEOG$1.1M8,5530.71%-0.25pp22q-9.3%-$114.0K
GENERAL DYNAMICS CORPGD$1.1M3,1290.71%-0.04pp11q+0.7%+$7.8K
BLACKSTONE INCBX$1.1M9,3090.70%-newNEW
QUALCOMM INCQCOM$1.1M5,9030.70%+0.17pp4q+0.6%+$6.7K
ISHARES TRIWN$1.1M4,9030.70%+0.07pp23q+4.5%+$47.1K
SLB LIMITEDSLB$982.9K21,1420.63%-0.15pp5q-1.5%-$15.3K
DIMENSIONAL ETF TRUSTDFUV$976.8K17,7570.63%+0.02pp10qHELD
THERMO FISHER SCIENTIFIC INCTMO$969.6K1,9340.62%-0.04pp13q+1.0%+$10.0K
EATON CORP PLCETN$958.3K2,2490.62%+0.45pp13q+238.7%+$675.4K
ETF SER SOLUTIONSDEFR$948.5K35,4630.61%-0.05pp4q+1.1%+$9.9K
WALMART INCWMT$921.1K8,1330.59%-0.08pp23q+5.8%+$50.4K
ALPHABET INCGOOG$900.6K2,5490.58%-0.01pp23q-12.4%-$127.9K
LOEWS CORPL$895.8K7,9130.58%-0.02pp5qHELD
APTUS ENHANCED YIELDJUCY$894.8K40,7110.57%-0.06pp9q+0.6%+$4.9K
L3HARRIS TECHNOLOGIES INCLHX$876.4K3,0160.56%-newNEW
TEXAS INSTRS INCTXN$828.3K2,7790.53%+0.10pp23q-11.8%-$110.9K
LVMH MOET HENNESSY LOU VUITTON ADRLVMUY$806.9K7,2890.52%-newNEW
ENTERPRISE PRODS PARTNERS LEPD$777.8K21,1600.50%-0.06pp4q+1.3%+$10.0K
COCA COLA COKO$769.8K9,4720.49%-0.05pp23q-6.5%-$53.3K
SALESFORCE INCCRM$769.5K4,9120.49%-0.15pp23q+0.5%+$3.9K
TAIWAN SEMICONDUCTOR MANUFACTSM$761.2K1,5940.49%+0.05pp23q-13.3%-$116.5K
ISHARES TRIVE$711.6K3,1340.46%-0.16pp23q-24.2%-$227.1K
CME GROUP INCCME$702.2K3,1800.45%+0.22pp4q+183.2%+$454.2K
ISHARES TRIWF$701.3K5,6480.45%-0.07pp23q+224.8%+$485.4K
HOME DEPOT INCHD$666.6K1,8900.43%-0.08pp23q-13.5%-$104.0K
ISHARES TRIWP$651.8K4,4520.42%-0.01pp23q-6.5%-$45.2K
DIMENSIONAL ETF TRUSTDFAX$565.6K15,3530.36%-0.01pp10qHELD
JOHNSON & JOHNSONJNJ$547.6K2,1560.35%-0.03pp23q-3.4%-$19.6K
ST. DENIS J VILLERE & CO.$537.4K10.35%-0.06pp23qHELD
CHEVRON CORPORATIONCVX$527.8K3,1840.34%-0.17pp23q-8.7%-$50.2K
LULULEMON ATHLETICA INCLULU$515.8K4,5170.33%-0.20pp4q-7.9%-$44.0K
RENASANT CORPRNST$515.7K12,1220.33%+0.02pp23qHELD
ST. DENIS J VILLERE & CO$510.1K10.33%-0.05pp23qHELD
CISCO SYS INCCSCO$508.6K4,3300.33%-0.10pp23q-44.3%-$404.6K
ELI LILLY & COLLY$507.4K4230.33%+0.05pp18qHELD
HONEYWELL INTL INCHON$504.3K2,2530.32%-newNEW
ACCENTURE PLC IRELANDACN$501.1K4,0270.32%-0.27pp19q-4.5%-$23.8K
KLA CORPKLAC$499.3K1,6550.32%+0.15pp3q+903.0%+$449.5K
AMERICAN TOWER CORPAMT$493.5K3,0170.32%-0.04pp9q+3.0%+$14.6K
PEPSICO INCPEP$483.6K3,5720.31%-0.08pp23q+0.7%+$3.4K
MERCK & CO INCMRK$477.0K3,7120.31%-0.01pp23q-1.0%-$5.0K
LOCKHEED MARTIN CORPLMT$474.8K9320.31%-0.19pp23q-20.0%-$118.7K
AMERIPRISE FINL INCAMP$457.8K9980.29%-0.02pp16qHELD
ISHARES TRIJT$446.5K2,5000.29%-0.02pp23q-16.7%-$89.3K
CATERPILLAR INCCAT$444.1K4170.29%+0.02pp8q-21.8%-$123.5K
WILLIAMS SONOMA INCWSM$435.4K1,8680.28%flat23q-14.2%-$72.0K
ISHARES TRGVI$424.4K4,0000.27%-0.03pp13qHELD
DIAMONDBACK ENERGY INCFANG$422.2K2,4020.27%-0.05pp7q+3.4%+$13.7K
REGIONS FINANCIAL CORP NEWRF$422.0K13,9740.27%+0.07pp23q+28.4%+$93.4K
BOSTON SCIENTIFIC CORPBSX$415.5K9,7350.27%-0.14pp2q+6.3%+$24.8K
ISHARES TRIJK$411.2K3,5000.26%-0.09pp23q-30.0%-$176.2K
NEXTERA ENERGY INCNEE$404.9K4,6130.26%-0.59pp23q-64.1%-$723.8K
PROGRESSIVE CORPPGR$391.5K1,7920.25%-0.05pp8q-15.4%-$71.4K
ISHARES TRIWD$391.0K1,6130.25%-0.04pp23q-16.1%-$75.2K
PROCTER & GAMBLE COPG$383.0K2,6120.25%-0.02pp18qHELD
ISHARES TRIJS$375.9K2,7500.24%-0.01pp23q-8.3%-$34.2K
CHEMED CORP NEWCHE$375.4K8060.24%+0.04pp9q+6.6%+$23.3K
ISHARES TRIJJ$369.3K2,5000.24%-0.04pp23q-16.7%-$73.9K
PARKER-HANNIFIN CORPPH$359.9K3680.23%-0.03pp23q-10.2%-$41.1K
TRANE TECHNOLOGIES PLCTT$354.1K7210.23%-0.03pp23q-17.1%-$73.2K
PULTE GROUP INCPHM$345.8K2,5200.22%+0.01pp11q-2.5%-$8.8K
DATADOG INCDDOG$342.4K1,3150.22%-newNEW
NETAPP INCNTAP$339.7K2,1950.22%+0.04pp5q-8.9%-$33.1K
DIMENSIONAL ETF TRUSTDFIV$332.8K6,1600.21%-0.02pp10qHELD
PROLOGIS INC.PLD$332.0K2,4510.21%-0.02pp22qHELD
MEDTRONIC PLCMDT$324.3K4,1460.21%+0.02pp15q+32.2%+$79.1K
APPLIED MATLS INCAMAT$321.0K4440.21%-newNEW
NUVEEN MUN CR INCOME FDNZF$320.8K25,3000.21%-0.04pp11q-10.6%-$38.0K
PROSHARES TRNOBL$311.4K5,5450.20%-newNEW
LINDE PLCLIN$304.6K5870.20%-0.02pp14q-4.7%-$15.0K
PHILIP MORRIS INTL INCPM$295.2K1,6320.19%flat23qHELD
CASEYS GEN STORES INCCASY$293.3K3690.19%+0.01pp2q+5.7%+$15.9K
AUTOMATIC DATA PROCESSING INADP$292.7K1,3070.19%-newNEW
FLEX LTDFLEX$288.6K1,7810.19%-newNEW
BLACKROCK INCBLK$282.7K2940.18%-0.07pp7q-21.2%-$76.0K
AMERICAN EXPRESS COAXP$280.1K8280.18%flat7q-0.6%-$1.7K
FEDEX CORPFDX$273.7K8740.18%-0.05pp6q-2.0%-$5.6K
EMCOR GROUP INCEME$266.4K3210.17%flat4q-2.1%-$5.8K
PALO ALTO NETWORKS INCPANW$263.3K7720.17%-0.48pp7q-86.5%-$1.7M
COPART INCCPRT$261.4K9,2740.17%-0.02pp15q+14.2%+$32.6K
DARDEN RESTAURANTS INCDRI$252.6K1,2260.16%-newNEW
HOWMET AEROSPACE INCHWM$239.3K8900.15%-0.03pp6q-20.6%-$62.1K
ANALOG DEVICES INCADI$239.1K6020.15%-newNEW
BRITISH AMERN TOB PLCBTI$237.2K3,8400.15%-0.02pp4q-7.5%-$19.3K
SPROUTS FMRS MKT INCSFM$234.1K2,7680.15%-newNEW
MEDPACE HLDGS INCMEDP$233.5K4410.15%flat4q+3.0%+$6.9K
COSTCO WHOLESALE CORPORATIONCOST$229.2K2450.15%-0.15pp19q-41.9%-$165.6K
US BANCORPUSB$228.9K3,7900.15%-newNEW
STRYKER CORPORATIONSYK$228.9K7270.15%-0.03pp2q-4.0%-$9.4K
TOTALENERGIES SETTE$219.0K2,8160.14%-0.09pp3q-21.2%-$58.9K
WEC ENERGY GROUP INCWEC$216.4K1,8530.14%-newNEW
TELEDYNE TECHNOLOGIES INCTDY$216.1K3240.14%-newNEW
IQVIA HLDGS INCIQV$215.4K1,1150.14%-newNEW
RTX CORPORATIONRTX$214.2K1,1290.14%-0.02pp2q-1.1%-$2.3K
AT&T INCT$213.7K10,3240.14%-0.08pp23q-0.6%-$1.4K
ASML HLDG NVASML$212.9K1070.14%-newNEW
ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY$210.0K4,0720.13%-newNEW
IRON MTN INC DELIRM$206.9K1,6380.13%-newNEW
JABIL INCJBL$201.6K5230.13%-newNEW
AMBEV SAABEV$81.0K25,7870.05%flat11q+1.0%

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 7.3%Software & IT Services 6.6%Retail & Consumer 3.8%Computer Hardware 3.3%Banks & Lending 3.2%Energy 2.6%Biotech & Pharma 2.3%Autos & Aerospace 1.9%Capital Markets 1.6%Other sectors 10.2%Not classified 57.2%
 
SectorValueShare
Semiconductors & Electronics$11.4M7.3%
Software & IT Services$10.2M6.6%
Retail & Consumer$5.9M3.8%
Computer Hardware$5.1M3.3%
Banks & Lending$4.9M3.2%
Energy$4.0M2.6%
Biotech & Pharma$3.6M2.3%
Autos & Aerospace$2.9M1.9%
Capital Markets$2.5M1.6%
Other sectors$15.9M10.2%
Not classified$89.1M57.2%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$155.6M1412048531629.1%42
Q1 2026$141.3M1371034731629.3%29
Q4 2025$147.5M143824931227.3%30
Q3 2025$157.5M1471448591528.0%36
Q2 2025$149.8M148834881628.4%39
Q1 2025$150.9M156849851927.2%39
Q4 2024$154.3M1671561681824.7%41
Q3 2024$152.0M170163485624.8%38
Q2 2024$145.3M1601932834724.2%40
Q1 2024$140.5M188194663323.0%39
Q4 2023$125.5M1721849662224.7%43
Q3 2023$118.8M1761666652122.8%32
Q2 2023$122.5M18112311061623.5%32
Q1 2023$128.8M1852353842222.0%35
Q4 2022$132.5M1842462631022.0%40
Q3 2022$113.4M1701770552223.4%34
Q2 2022$122.5M1751152873123.4%34
Q1 2022$148.6M19524108362724.3%42
Q4 2021$147.0M1983281511222.7%42
Q3 2021$126.1M178839901724.8%12
Q2 2021$132.1M1871868591123.8%19
Q1 2021$124.4M1801863722424.6%47
Q4 2020$122.1M186000025.0%43

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.