Fund HoldingsRenasant Bank

Total Portfolio Value
$118.84M
Total Bought
$12.10M
Total Sold
$13.65M
Net Transaction
-$1.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HILTON WORLDWIDE HLDGS INC(HLT)04,600+4,60006910.58%+691
REPUBLIC SVCS INC(RSG)04,454+4,45406350.53%+635
BORGWARNER INC015,115+15,11506100.51%+610
SALESFORCE INC(CRM)4,4567,476+3,0209411,5161.28%+575
PROLOGIS INC.(PLD)08,072+8,07209060.76%+906
LIBERTY MEDIA CORP DEL(FWONA)08,691+8,69105410.46%+541
ISHARES TR
TRS FLT RT BD
08,859+8,85904500.38%+450
ARES MANAGEMENT CORPORATION(ARES)03,761+3,76103870.33%+387
SPDR S&P 500 ETF TR(SPY)0789+78903370.28%+337
WALMART INC(WMT)4,1466,178+2,0326529880.83%+336
ISHARES INC
CORE MSCI EMKT
10,49317,751+7,2585178450.71%+328
ISHARES TR8,19511,672+3,4778751,1971.01%+322
VANGUARD TAX-MANAGED FDS07,049+7,04903080.26%+308
ISHARES TR03,258+3,25802890.24%+289
PHILLIPS 66(PSX)02,398+2,39802880.24%+288
ELI LILLY & CO(LLY)1,7162,021+3058051,0860.91%+281
NEXTERA ENERGY INC(NEE)6,61113,302+6,6914917620.64%+272
ABBVIE INC(ABBV)8,0709,084+1,0141,0871,3541.14%+267
CHENIERE ENERGY INC(LNG)03,870+3,87006420.54%+642
ROSE HURT JV LLC01+102220.19%+222
PUBLIC STORAGE(PSA)0804+80402120.18%+212
EXPEDITORS INTL WASH INC(EXPD)01,753+1,75302010.17%+201
INTUIT(INTU)0393+39302010.17%+201
EATON CORP PLC(ETN)3,3534,023+6706748580.72%+184
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,5546,057+1,5036818580.72%+177
ISHARES TR
CORE MSCI EAFE
08,802+8,80205660.48%+566
ING GROEP N.V.(ING)010,329+10,32901360.11%+136
PAYCHEX INC(PAYX)03,603+3,60304160.35%+416
BLACKROCK INC(BLK)0721+72104660.39%+466
WRIGHT REAL PROPERTIES, LLC1104986140.52%+116
T-MOBILE US INC(TMUS)4,2694,990+7215936990.59%+106
AMGEN INC(AMGN)2,0042,015+114455420.46%+97
ACCENTURE PLC IRELAND
SHS CLASS A
1,8852,208+3235826780.57%+96
ISHARES TR03,914+3,91404030.34%+403
HALEON PLC(HLN)010,128+10,1280840.07%+84
TOTALENERGIES SE(TTE)12,99112,648-3437498320.70%+83
UNITED MICROELECTRONICS CORP(UMC)011,047+11,0470780.07%+78
MASTERCARD INCORPORATED(MA)2,3462,516+1709239960.84%+73
ADOBE INC(ADBE)1,2211,300+795976630.56%+66
ALPHABET INC(GOOG)7,5557,396-1599149750.82%+61
THERMO FISHER SCIENTIFIC INC(TMO)8931,035+1424665240.44%+58
ISHARES TR14,89016,006+1,1161,6021,6601.40%+58
ISHARES TR8,3759,426+1,0519069620.81%+56
AMERIPRISE FINL INC(AMP)1,3051,469+1644334840.41%+51
WILLIAMS SONOMA INC(WSM)3,3753,019-3564224690.39%+47
BLACKSTONE INC(BX)02,481+2,48102660.22%+266
DOW INC(DOW)11,41112,501+1,0906086450.54%+37
EOG RES INC(EOG)4,1183,996-1224715070.43%+35
RTX CORPORATION(RTX)5,5428,026+2,4845435780.49%+35
GALLAGHER ARTHUR J & CO(AJG)01,154+1,15402630.22%+263
CELANESE CORP DEL(CE)02,617+2,61703280.28%+328
US BANCORP DEL(USB)08,999+8,99902980.25%+298
ISHARES TR7,9668,336+3706466750.57%+29
FERRARI N V
COM
2,0402,342+3026636920.58%+29
ISHARES TR8,4889,334+8465015270.44%+26
ST. DENIS J VILLERE & CO1105776020.51%+26
ISHARES TR01,650+1,65004110.35%+411
NOVO-NORDISK A S(NVO)2,5904,869+2,2794194430.37%+24
MSCI INC(MSCI)0448+44802300.19%+230
META PLATFORMS INC(META)1,9081,900-85485700.48%+23
ST. DENIS J VILLERE & CO.1105996170.52%+18
COSTCO WHSL CORP NEW(COST)0712+71204020.34%+402
UNITEDHEALTH GROUP INC(UNH)6,8716,569-3023,3023,3122.79%+10
FLEXSHARES TR
MORNSTAR UPSTR
11,85111,85104754790.40%+4
SNAP ON INC(SNA)01,182+1,18203010.25%+301
RENASANT CORP16,45016,487+374304320.36%+2
PROSHARES TR
S&P 500 DV ARIST
4,7915,115+3244524530.38%+1
ISHARES TR03,036+3,03603440.29%+344
CHEVRON CORP NEW(CVX)3,5493,314-2355585590.47%0
MEDTRONIC PLC(MDT)04,203+4,20303290.28%+329
BEASLEY REAL ESTATE LLC1101,2671,2671.07%0
BLAKEY ENTERPRISES, LP7705065060.43%0
HUDSON DEVELOPMENT, L.P.1105145140.43%0
ROGER LOWERY DEVELOPMENT1101,1461,1460.96%0
OXFORD PROPERTY CONCEPTS1101,0081,0080.85%0
VEND FOODS, LLC00002200.19%+220
HOME DEPOT INC(HD)2,3042,364+607167140.60%-1
ISHARES TR
CORE UNIVRSL USD
27,33428,394+1,0601,2431,2411.04%-2
WILLIAMS COS INC(WMB)07,313+7,31302460.21%+246
TRANE TECHNOLOGIES PLC(TT)01,560+1,56003170.27%+317
BHP GROUP LTD04,876+4,87602770.23%+277
PHILIP MORRIS INTL INC(PM)5,4315,685+2545305260.44%-4
DUKE ENERGY CORP NEW(DUK)03,657+3,65703230.27%+323
UNION PAC CORP(UNP)01,416+1,41602880.24%+288
SPDR INDEX SHS FDS
ST PORT MARK ETF
06,421+6,42102160.18%+216
ZOETIS INC(ZTS)01,391+1,39102420.20%+242
ISHARES TR
FLTG RATE NT ETF
04,552+4,55202320.19%+232
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,493+2,49302360.20%+236
SPDR INDEX SHS FDS
ST STR PO EX ETF
08,174+8,17402530.21%+253
PROCTER AND GAMBLE CO(PG)01,871+1,87102730.23%+273
SERVICENOW INC(NOW)0510+51002850.24%+285
HERSHEY CO(HSY)01,640+1,64003280.28%+328
MERCK & CO INC(MRK)7,5388,383+8458708630.73%-7
CISCO SYS INC(CSCO)16,89316,115-7788748660.73%-8
STARBUCKS CORP(SBUX)03,663+3,66303340.28%+334
PACCAR INC(PCAR)02,835+2,83502410.20%+241
HUMANA INC(HUM)2,6612,425-2361,1901,1800.99%-10
VANGUARD STAR FDS04,046+4,04602170.18%+217
ISHARES TR9,1939,600+4079169060.76%-11
DOMINION ENERGY INC(D)04,587+4,58702050.17%+205
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