Renasant Bank Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$147.5M

Holdings

143

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
1
ACIOETF SER SOLUTIONS
161,007$7.0M4.77%
2
IDUBETF SER SOLUTIONS
182,528$4.4M3.01%
3
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
68,291$4.3M2.89%
4
HELOJ P MORGAN EXCHANGE TRADED FD
59,881$4.0M2.70%
5
MSFTMICROSOFT CORP COM
7,621$3.7M2.50%
6
IUSBISHARES TR CORE TOTAL USD BD MKT ETF
78,618$3.7M2.48%
7
VTIVANGUARD INDEX FDS TOTAL STK MKT
10,881$3.6M2.47%
8
OSCVETF SER SOLUTIONS
89,040$3.3M2.24%
9
DRSKETF SER SOLUTIONS
115,331$3.3M2.23%
10
NVDANVIDIA CORP COM
16,126$3.0M2.04%
11
SPYMSPDR SER TR
36,563$2.9M1.99%
12
IWVISHARES RUSSELL 3000 ETF
7,326$2.8M1.92%
13
AQLTISHARES TR CORE MSCI EAFE ETF
31,212$2.8M1.89%
14
RSPINVESCO EXCHANGE-TRADED FD TR
14,035$2.7M1.82%
15
AAPLAPPLE INC COM
9,709$2.6M1.79%
16
IVWISHARES S&P 500 GROWTH ETF
21,097$2.6M1.76%
17
ADMEETF SER SOLUTIONS
47,802$2.5M1.66%
18
GOOGLALPHABET INC CAP STK CL A
7,364$2.3M1.56%
19
AMZNAMAZON.COM INC COM
9,505$2.2M1.49%
20
VWOVANGUARD FTSE EMERGING MARKETS ETF
38,644$2.1M1.41%
21
UPSDETF SER SOLUTIONS
77,162$2.1M1.40%
22
JPMJPMORGAN CHASE & CO COM
6,344$2.0M1.39%
23
METAMETA PLATFORM, INC.
3,090$2.0M1.38%
24
AVGOBROADCOM INC COM
5,477$1.9M1.28%
25
IVEISHARES S&P 500 VALUE ETF
8,534$1.8M1.23%
26
IWFISHARES RUSSELL 1000 GROWTH ETF
3,562$1.7M1.14%
27
DUBSETF SER SOLUTIONS
40,127$1.5M1.02%
28
DFATDIMENSIONAL ETF TRUST
25,324$1.5M1.02%
29
IEMGISHARES INC CORE MSCI EMKT
20,092$1.4M0.92%
30
MRKMERCK & CO INC NEW COM
12,686$1.3M0.91%
31
GDGENERAL DYNAMICS CORP COM
3,859$1.3M0.88%
32
CRMSALESFORCE INC
4,672$1.2M0.84%
33
NEENEXTERA ENERGY INC COM
15,397$1.2M0.84%
34
IWSISHARES RUSSELL MID-CAP VALUE ETF
8,703$1.2M0.83%
35
XOMEXXON MOBIL CORP COM
10,004$1.2M0.82%
36
NEMNEWMONT MNG CORP COM
11,908$1.2M0.81%
37
TMOTHERMO FISHER CORP COM
1,989$1.2M0.78%
38
GOOGALPHABET INC CAP STK CL C
3,649$1.1M0.78%
39
IVVISHARES CORE S&P 500 ETF
1,651$1.1M0.77%
40
ACNACCENTURE PLC CLASS A ORDINARY
4,122$1.1M0.75%
41
EOGEOG RES INC COM
10,495$1.1M0.75%
42
VVISA INC COM CL A
3,011$1.1M0.72%
43
QCOMQUALCOMM INC COM
6,001$1.0M0.70%
44
DFACDIMENSIONAL ETF TRUST
25,633$1.0M0.69%
45
FITBFIFTH THIRD BANCORP
21,526$1.0M0.68%
46
PANWPALO ALTO NETWORKS INC COM
5,450$1.0M0.68%
47
SLBSLB LIMITED
25,983$997K0.68%
48
APOAPOLLO GLOBAL MGMT INC COM
6,764$979K0.66%
49
BACBANK OF AMERICA CORP COM
17,773$976K0.66%
50
IWOISHARES RUSSELL 2000 GROWTH ETF
2,997$968K0.66%
51
EPDENTERPRISE PRODS PARTNERS L P COM
29,853$957K0.65%
52
KOCOCA COLA CO COM
13,534$945K0.64%
53
DEFRETF SER SOLUTIONS
34,199$912K0.62%
54
HONHONEYWELL INTERNATIONAL INC COM
4,629$902K0.61%
55
LULULULULEMON ATHLETICA INC COM
4,334$900K0.61%
56
JUCYETF SER SOLUTIONS
39,901$885K0.60%
57
IWDISHARES RUSSELL 1000 VALUE ETF
4,145$871K0.59%
58
IWPISHARES RUSSELL MID-CAP GROWTH ETF
6,314$864K0.59%
59
WMTWALMART INC.
7,763$863K0.59%
60
IWNISHARES RUSSELL 2000 VALUE ETF
4,723$855K0.58%
61
PWRQUANTA SVCS INC COM
2,010$847K0.57%
62
LLOEWS CORP COM
7,951$837K0.57%
63
DFUVDIMENSIONAL ETF TR US MARKETWIDE
17,757$827K0.56%
64
IJKISHARES S&P MID-CAP 400 GROWTH ETF
8,393$813K0.55%
65
GVIISHARES INTERMEDIATE
7,500$805K0.55%
66
IJJISHARES S&P MID-CAP 400 VALUE ETF
5,994$788K0.53%
67
HDHOME DEPOT INC COM
2,268$779K0.53%
68
UPSUNITED PARCEL SVC INC CL B
7,035$697K0.47%
69
DYHTARGET CORP COM
7,099$693K0.47%
70
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
5,673$645K0.44%
71
CVXCHEVRON CORP NEW COM
4,050$617K0.42%
72
TSMTAIWAN SEMICONDUCTOR MFG CO LTD
2,029$616K0.42%
73
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
4,345$613K0.42%
74
UNHUNITEDHEALTH GROUP INC COM
1,825$601K0.41%
75
CSCOCISCO SYS INC COM
7,782$598K0.41%
76
TXNTEXAS INSTRUMENTS INC COM
3,374$584K0.40%
77
LMTLOCKHEED MARTIN CORP COM
1,191$575K0.39%
78
NOWSERVICENOW INC COM
3,725$570K0.39%
79
PGRPROGRESSIVE CORP OHIO COM
2,469$562K0.38%
80
JNJJOHNSON & JOHNSON COM
2,713$561K0.38%
81
APHAMPHENOL CORP CL A
4,051$547K0.37%
82
ST. DENIS J VILLERE & CO.
1$545K0.37%
83
COSTCOSTCO WHSL CORP NEW COM
628$540K0.37%
84
ST. DENIS J VILLERE & CO .
1$534K0.36%
85
PEPPEPSICO INC COM
3,522$505K0.34%
86
DFAXDIMENSIONAL ETF TRUST
15,353$502K0.34%
87
A4SAMERIPRISE FINL INC COM
986$483K0.33%
88
ABBVABBVIE INC COM
2,041$466K0.32%
89
LLYLILLY ELI & CO COM
432$463K0.31%
90
PGPROCTER & GAMBLE CO COM
3,223$461K0.31%
91
RNSTRENASANT CORP COM
12,122$426K0.29%
92
WSMWILLIAMS SONOMA INC COM
2,364$421K0.29%
93
LINLINDE PLC SHS
944$402K0.27%
94
PHPARKER HANNIFIN CORP COM
453$397K0.27%
95
AMTAMERICAN TOWER CORPORATION
2,214$388K0.26%
96
PFEPFIZER INC COM
15,215$377K0.26%
97
GRMNGARMIN LTD SHS
1,837$372K0.25%
98
BRBROADRIDGE FINL SOLUTIONS INC COM
1,660$369K0.25%
99
NZFNUVEEN MUNICIPAL CREDIT INC FD
28,300$356K0.24%
100
FANGDIAMONDBACK ENERGY INC COM
2,369$355K0.24%
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