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CIK: 0001656167
Total reported value
$155.6M
$155.6M
143 檔
15.0%
At the close of Q4 2025, Renasant Bank disclosed equity holdings valued at approximately $155.6M, spread across 143 reported holdings.
In Q4 2025, Renasant Bank adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, IDUB, VEA) accounted for 15.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.77% | +0.11% | -12.73% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 3.01% | +0.12% | -16.44% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.89% | +0.07% | -13.64% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.70% | -0.04% | -0.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.13% | -9.45% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.48% | -0.40% | +90.10% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.47% | +0.12% | -0.24% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.24% | +0.02% | -16.94% | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.23% | -0.04% | -14.10% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.02% | -3.35% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.15% | -7.34% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.92% | +0.09% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | -0.01% | +34.48% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.82% | +0.01% | -20.54% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.01% | -17.36% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.76% | -0.16% | -4.20% | |
| 17 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.66% | +0.07% | -18.91% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.17% | -12.76% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | -0.01% | -7.20% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.05% | -20.82% | |
| 21 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.40% | +0.07% | -21.31% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.55% | -11.48% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.13% | +96.82% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.26% | -6.92% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | -0.16% | -2.29% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | -0.07% | -2.36% | |
| 27 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.03% | +0.18% | -18.51% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 1.02% | +0.02% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.15% | +47.54% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.01% | -10.30% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.88% | -0.04% | -10.51% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.16% | -10.53% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.84% | -0.59% | -12.74% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.83% | +0.21% | -34.15% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.03% | EXIT | |
| 36 | NEM | Newmont CORP | Stock-Materials | 0.81% | — | -10.69% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.05% | -21.10% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.01% | -1.62% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.28% | -3.79% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.75% | -0.27% | -6.40% | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.75% | -0.25% | +4.14% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.65% | -9.50% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | +0.17% | -6.58% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.03% | -8.18% | |
| 45 | FITB | Fifth Third Bancorp | Stock-Financials | 0.68% | +0.05% | -12.41% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | -0.48% | +1.09% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.68% | -0.15% | -4.95% | |
| 48 | APO | Apollo Global Management Inc | Stock-Financials | 0.66% | -0.53% | EXIT | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.04% | -14.33% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.66% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.3% | +90.10% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +96.82% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +34.48% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +47.54% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -12.76% | Trim |
| 6 | APH | Amphenol Corp-cl A | +0.2% | +144.63% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -1.62% | Trim |
| 8 | LULU | Lululemon Athletica Inc | +0.2% | +6.23% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | +13.98% | Add |
| 10 | JPM | Jpmorgan Chase & Co | -0.1% | -11.48% | Trim |
| 11 | GD | General Dynamics CORP | -0.1% | -10.51% | Trim |
| 12 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -14.00% | Trim |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -20.66% | Trim |
| 14 | AAPL | Apple Inc | -0.1% | -17.36% | Trim |
| 15 | DUBS | Aptus Lrg Cap Enh Yld ETF | -0.1% | -18.51% | Trim |
| 16 | VEA | Vanguard Ftse Developed ETF | -0.1% | -13.64% | Trim |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -50.31% | Trim |
| 18 | NOW | Servicenow Inc | -0.1% | +322.34% | Add |
| 19 | DRSK | Aptus Defined Risk ETF | -0.2% | -14.10% | Trim |
| 20 | ADME | Aptus Drwdwn Mgd Eqty ETF | -0.3% | -18.91% | Trim |
| 21 | IDUB | Aptus Intl Enhan Yld ETF | -0.3% | -16.44% | Trim |
| 22 | UPSD | Aptus Large Cap Upside ETF | -0.3% | -21.31% | Trim |
| 23 | MSFT | Microsoft CORP | -0.3% | -9.45% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -20.82% | Trim |
| 25 | LIN | Linde plc | -0.3% | -48.19% | Trim |
| 26 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -20.54% | Trim |
| 27 | ACIO | Aptus Collared Invest Opp | -0.3% | -12.73% | Trim |
| 28 | IWS | Ishares Russell Mid-cap Valu | -0.3% | -34.15% | Trim |
| 29 | OSCV | Opus Small Cap Value ETF | -0.4% | -16.94% | Trim |
| 30 | PFE | Pfizer Inc | -0.5% | -66.84% | Trim |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | — | EXIT | Sold out |
| 32 | MBB | Ishares Mbs ETF | — | EXIT | Sold out |
| 33 | NOBL | Proshares S&p 500 Dividend A | — | EXIT | Sold out |
| 34 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 35 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 36 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 37 | TTE | TotalEnergies SE | — | NEW | New buy |
| 38 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 39 | AGZ | Ishares Agency Bond ETF | — | EXIT | Sold out |
| 40 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 41 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 42 | UHS | Universal Health Services-b | — | NEW | New buy |
| 43 | IT | Gartner Inc | — | NEW | New buy |
| 44 | CELH | Celsius Holdings Inc | — | EXIT | Sold out |
| 45 | KLAC | Kla CORP | — | NEW | New buy |
| 46 | DVY | Ishares Select Dividend ETF | — | EXIT | Sold out |
| 47 | SYK | Stryker CORP | — | EXIT | Sold out |
| 48 | USB | US Bancorp | — | NEW | New buy |
| 49 | TXRH | Texas Roadhouse Inc | — | NEW | New buy |
| 50 | EXP | Eagle Materials Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Renasant Bank reported a total U.S. public equity portfolio value of $155.6M across 143 disclosed positions in Q4 2025.
During Q4 2025, Renasant Bank's top holdings by market value included ACIO (4.8%)、IDUB (3.0%)、VEA (2.9%). The largest single position, ACIO, represented 4.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TTE
市值: $336.4K
Top Position Liquidated / Trimmed
IGIB
前期市值: $757.6K
In Q4 2025, Renasant Bank made 50 total portfolio adjustments, initiating 8 new buys, adding to 8 positions, trimming 22 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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