TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AGG | ISHARES TR | 6.26% | 97.330 M $ | 980458 | 2013/06/30 | -570.830 K $ | -0.61 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 6.22% | 96.806 M $ | 369600 | 2013/06/30 | 1.178 M $ | 1.54 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 5.79% | 90.003 M $ | 1537458 | 2022/12/31 | -204.944 K $ | -0.32 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 5.53% | 86.105 M $ | 299831 | 2013/06/30 | -971.091 K $ | -1.05 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 4.57% | 71.117 M $ | 1405198 | 2019/06/30 | 16.406 K $ | 0.04 % |
| 2026/03/31 | EFA | ISHARES TR | 3.94% | 61.268 M $ | 630785 | 2013/06/30 | 666.564 K $ | 1.15 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 3.57% | 55.468 M $ | 282711 | 2020/12/31 | 1.790 M $ | 2.73 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 3.53% | 54.956 M $ | 125817 | 2013/06/30 | -7.150 M $ | -10.47 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 2.34% | 36.329 M $ | 672138 | 2016/09/30 | 160.170 K $ | 0.54 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 2.09% | 32.589 M $ | 50111 | 2013/06/30 | -1.588 M $ | -4.63 % |
| 2026/03/31 | AAPL | APPLE INC | 1.68% | 26.208 M $ | 103266 | 2013/06/30 | -1.920 M $ | -6.65 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 1.46% | 22.740 M $ | 286873 | 2013/06/30 | -125.040 K $ | -0.58 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 1.34% | 20.786 M $ | 269320 | 2022/12/31 | -179.622 K $ | -0.90 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.33% | 20.690 M $ | 118633 | 2014/12/31 | -1.517 M $ | -6.49 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 1.29% | 20.065 M $ | 67140 | 2013/06/30 | -1.091 M $ | -5.07 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 1.26% | 19.576 M $ | 31740 | 2013/06/30 | 433.031 K $ | 2.23 % |
| 2026/03/31 | DVY | ISHARES TR | 1.21% | 18.858 M $ | 124552 | 2013/06/30 | 1.241 M $ | 7.28 % |
| 2026/03/31 | IEF | ISHARES TR | 1.20% | 18.632 M $ | 195223 | 2023/03/31 | -139.737 K $ | -0.75 % |
| 2026/03/31 | IVV | ISHARES TR | 1.19% | 18.586 M $ | 28453 | 2013/06/30 | -920.868 K $ | -4.63 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 1.18% | 18.365 M $ | 124006 | 2024/03/31 | 568.126 K $ | 3.19 % |
| 2026/03/31 | WMT | WALMART INC | 1.14% | 17.719 M $ | 142573 | 2013/06/30 | 1.903 M $ | 11.55 % |
| 2026/03/31 | IVE | ISHARES TR | 1.08% | 16.878 M $ | 79932 | 2020/06/30 | -70.479 K $ | -0.43 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.03% | 16.061 M $ | 43388 | 2013/06/30 | -4.873 M $ | -23.46 % |
| 2026/03/31 | FLOT | ISHARES TR | 0.94% | 14.570 M $ | 285970 | 2013/06/30 | 92.158 K $ | 0.18 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.80% | 12.434 M $ | 51298 | 2013/06/30 | -3.755 M $ | -18.17 % |
| 2026/03/31 | TRMK | TRUSTMARK CORP | 0.78% | 12.063 M $ | 286258 | 2013/06/30 | 912.528 K $ | 8.19 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.76% | 11.804 M $ | 56678 | 2017/03/31 | -1.270 M $ | -9.77 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.72% | 11.143 M $ | 65676 | 2013/06/30 | 3.326 M $ | 40.98 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.72% | 11.131 M $ | 35962 | 2021/12/31 | -1.308 M $ | -10.57 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.70% | 10.900 M $ | 12175 | 2021/12/31 | 212.584 K $ | 1.85 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.68% | 10.645 M $ | 18606 | 2014/06/30 | -1.984 M $ | -13.33 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.68% | 10.565 M $ | 35915 | 2013/06/30 | -1.037 M $ | -8.71 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.67% | 10.470 M $ | 36409 | 2015/12/31 | -1.007 M $ | -8.13 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.63% | 9.789 M $ | 20427 | 2013/06/30 | -539.467 K $ | -4.67 % |
| 2026/03/31 | C | CITIGROUP INC | 0.62% | 9.680 M $ | 85353 | 2015/03/31 | -340.552 K $ | -2.81 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.61% | 9.447 M $ | 32933 | 2015/12/31 | -963.994 K $ | -8.59 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.60% | 9.395 M $ | 192724 | 2013/06/30 | -1.511 M $ | -11.36 % |
| 2026/03/31 | IGSB | ISHARES TR | 0.60% | 9.394 M $ | 178736 | 2013/06/30 | -56.418 K $ | -0.61 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.59% | 9.137 M $ | 27038 | 2023/03/31 | 877.521 K $ | 11.21 % |
| 2026/03/31 | EFAV | ISHARES TR | 0.55% | 8.487 M $ | 92883 | 2014/03/31 | 460.907 K $ | 5.94 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.54% | 8.418 M $ | 38707 | 2013/06/30 | -424.314 K $ | -4.81 % |
| 2026/03/31 | RL | RALPH LAUREN CORP | 0.52% | 8.030 M $ | 23344 | 2024/03/31 | -216.065 K $ | -2.72 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.51% | 7.872 M $ | 38047 | 2013/06/30 | 1.782 M $ | 35.75 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.50% | 7.756 M $ | 105325 | 2024/06/30 | -45.289 K $ | -0.58 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.49% | 7.626 M $ | 79005 | 2013/06/30 | 734.751 K $ | 10.69 % |
| 2026/03/31 | EEM | ISHARES TR | 0.49% | 7.608 M $ | 133976 | 2013/06/30 | 294.758 K $ | 3.80 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.48% | 7.471 M $ | 96291 | 2013/06/30 | 53.420 K $ | 0.73 % |
| 2026/03/31 | CAH | CARDINAL HEALTH INC | 0.46% | 7.209 M $ | 34116 | 2022/09/30 | 185.135 K $ | 2.83 % |
| 2026/03/31 | SHM | SPDR SERIES TRUST | 0.46% | 7.087 M $ | 148171 | 2016/03/31 | -24.987 K $ | -0.33 % |
| 2026/03/31 | EGP | EASTGROUP PPTYS INC | 0.44% | 6.833 M $ | 36917 | 2013/06/30 | 256.753 K $ | 3.90 % |
| 2026/03/31 | KO | COCA COLA CO | 0.41% | 6.452 M $ | 84842 | 2013/06/30 | 514.218 K $ | 8.78 % |
| 2026/03/31 | VSLU | ETF OPPORTUNITIES TRUST | 0.41% | 6.436 M $ | 153938 | 2024/03/31 | -401.018 K $ | -5.54 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.39% | 6.048 M $ | 17188 | 2013/06/30 | 366.873 K $ | 7.50 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.39% | 6.003 M $ | 18252 | 2013/06/30 | -299.241 K $ | -4.42 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.37% | 5.773 M $ | 10002 | 2018/09/30 | -418.343 K $ | -6.04 % |
| 2026/03/31 | COWZ | PACER FDS TR | 0.37% | 5.706 M $ | 91202 | 2022/12/31 | 276.377 K $ | 3.97 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.37% | 5.688 M $ | 26183 | 2016/06/30 | 42.800 K $ | 2.58 % |
| 2026/03/31 | TPR | TAPESTRY INC | 0.37% | 5.679 M $ | 40243 | 2024/12/31 | 617.588 K $ | 10.44 % |
| 2026/03/31 | HIG | HARTFORD INSURANCE GROUP INC | 0.36% | 5.578 M $ | 41251 | 2023/03/31 | -118.016 K $ | -1.87 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.36% | 5.544 M $ | 5564 | 2022/03/31 | 809.233 K $ | 15.55 % |
| 2026/03/31 | HWM | HOWMET AEROSPACE INC | 0.35% | 5.506 M $ | 23892 | 2023/03/31 | 610.992 K $ | 12.41 % |
| 2026/03/31 | ICOW | PACER FDS TR | 0.34% | 5.348 M $ | 126003 | 2023/03/31 | 653.172 K $ | 9.72 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.33% | 5.120 M $ | 19896 | 2013/06/30 | -491.364 K $ | -7.81 % |
| 2026/03/31 | BKLN | INVESCO EXCH TRADED FD TR II | 0.33% | 5.120 M $ | 250840 | 2018/09/30 | -295.152 K $ | -2.81 % |
| 2026/03/31 | SPHY | SPDR SERIES TRUST | 0.32% | 4.971 M $ | 213174 | 2023/12/31 | -89.736 K $ | -1.48 % |
| 2026/03/31 | PZA | INVESCO EXCH TRADED FD TR II | 0.32% | 4.916 M $ | 213905 | 2018/09/30 | -48.851 K $ | -0.91 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.31% | 4.842 M $ | 5595 | 2020/06/30 | 273.755 K $ | 5.49 % |
| 2026/03/31 | FALN | ISHARES TR | 0.29% | 4.549 M $ | 170249 | 2023/12/31 | -125.289 K $ | -2.12 % |
| 2026/03/31 | CTAS | CINTAS CORP | 0.28% | 4.427 M $ | 26174 | 2015/09/30 | -462.705 K $ | -10.07 % |
| 2026/03/31 | DE | DEERE & CO | 0.28% | 4.413 M $ | 7835 | 2024/03/31 | 746.754 K $ | 20.99 % |
| 2026/03/31 | SJNK | SPDR SERIES TRUST | 0.28% | 4.387 M $ | 175611 | 2013/06/30 | -92.549 K $ | -1.34 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.28% | 4.281 M $ | 11968 | 2013/06/30 | 502.383 K $ | 12.29 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 0.27% | 4.208 M $ | 158130 | 2023/12/31 | 18.975 K $ | 0.45 % |
| 2026/03/31 | MFC | MANULIFE FINL CORP | 0.26% | 4.107 M $ | 119254 | 2024/06/30 | -213.427 K $ | -5.07 % |
| 2026/03/31 | NVS | NOVARTIS AG | 0.26% | 4.031 M $ | 26388 | 2023/03/31 | 399.319 K $ | 10.79 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.26% | 3.997 M $ | 18706 | 2025/03/31 | 797.392 K $ | 24.82 % |
| 2026/03/31 | FTSL | FIRST TR EXCHANGE-TRADED FD | 0.26% | 3.987 M $ | 89000 | 2023/12/31 | -91.800 K $ | -2.35 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.25% | 3.905 M $ | 4246 | 2013/06/30 | -654.339 K $ | -14.41 % |
| 2026/03/31 | IJR | ISHARES TR | 0.23% | 3.569 M $ | 28713 | 2013/06/30 | 124.544 K $ | 3.44 % |
| 2026/03/31 | URI | UNITED RENTALS INC | 0.22% | 3.480 M $ | 4777 | 2021/03/31 | -426.574 K $ | -9.98 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.22% | 3.420 M $ | 23678 | 2013/06/30 | 27.318 K $ | 0.79 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.22% | 3.414 M $ | 26073 | 2013/06/30 | 410.856 K $ | 11.71 % |
| 2026/03/31 | JPIE | J P MORGAN EXCHANGE TRADED F | 0.22% | 3.400 M $ | 73791 | 2022/12/31 | -14.186 K $ | -0.48 % |
| 2026/03/31 | FTSM | FIRST TR EXCHANGE-TRADED FD | 0.22% | 3.387 M $ | 56652 | 2019/06/30 | -9.058 K $ | -0.25 % |
| 2026/03/31 | BKR | BAKER HUGHES COMPANY | 0.21% | 3.256 M $ | 53327 | 2025/03/31 | 884.985 K $ | 34.06 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.21% | 3.219 M $ | 13168 | 2013/06/30 | 388.396 K $ | 18.12 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.21% | 3.214 M $ | 10340 | 2013/06/30 | 55.010 K $ | 1.69 % |
| 2026/03/31 | IVW | ISHARES TR | 0.20% | 3.169 M $ | 28014 | 2013/06/30 | -284.342 K $ | -8.23 % |
| 2026/03/31 | VTR | VENTAS INC | 0.18% | 2.840 M $ | 34723 | 2025/03/31 | 154.682 K $ | 5.69 % |
| 2026/03/31 | JCPB | J P MORGAN EXCHANGE TRADED F | 0.18% | 2.779 M $ | 59037 | 2022/12/31 | -16.434 K $ | -0.57 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 0.17% | 2.670 M $ | 8834 | 2013/06/30 | 1.394 K $ | 0.05 % |
| 2026/03/31 | IYW | ISHARES TR | 0.17% | 2.618 M $ | 14430 | 2023/06/30 | -282.792 K $ | -9.14 % |
| 2026/03/31 | SHEL | SHELL PLC | 0.17% | 2.566 M $ | 27594 | 2022/06/30 | 561.375 K $ | 26.57 % |
| 2026/03/31 | IDV | ISHARES TR | 0.16% | 2.542 M $ | 59736 | 2017/03/31 | 172.418 K $ | 7.88 % |
| 2026/03/31 | EFV | ISHARES TR | 0.16% | 2.518 M $ | 33864 | 2025/03/31 | 90.637 K $ | 4.12 % |
| 2026/03/31 | TLH | ISHARES TR | 0.16% | 2.513 M $ | 24948 | 2023/12/31 | -23.769 K $ | -0.93 % |
| 2026/03/31 | VGLT | VANGUARD SCOTTSDALE FDS | 0.16% | 2.506 M $ | 45277 | 2023/09/30 | -19.924 K $ | -0.79 % |
| 2026/03/31 | COR | CENCORA INC | 0.16% | 2.505 M $ | 7974 | 2023/06/30 | -192.043 K $ | -6.99 % |
| 2026/03/31 | MPC | MARATHON PETE CORP | 0.16% | 2.472 M $ | 10123 | 2018/03/31 | 852.197 K $ | 50.14 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 0.16% | 2.466 M $ | 32835 | 2023/03/31 | 37.385 K $ | 2.09 % |