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RENASANT BANK

Bank
Location
Tupelo, MS
Portfolio Value
Micro $61,600,951
Diversification
Diversified
Filing Date
Global Rank
#6,210 / 8,232 ▲ 94
Top Industry
Semiconductors 11.3%
3Y Alpha vs SPY
-5.4%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+53.6%
SPY
+76.3%
Annualised alpha
-5.4%
Max drawdown
−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.5%
−0.9 pts
Top 5
19.3%
−0.9 pts
Top 10
32.9%
+0.2 pts
HHI
184
Jun 2023 → Mar 2026 · range 175 – 200
Diversified−3

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 28.7% $17,690,610
Financial Services 15.4% $9,491,649
Industrials 11.6% $7,145,738
Energy 10.5% $6,443,206
Healthcare 9.4% $5,817,943
Consumer Cyclical 7.8% $4,832,739
Communication Services 6.5% $3,989,879
Consumer Defensive 6.3% $3,860,436
Utilities 1.9% $1,194,343
Real Estate 1.3% $829,021
Basic Materials 0.5% $305,387

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
13 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
94 positions · $61,600,951 total · as of Mar 31, 2026
Showing 1–50 of 94 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History