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The Analysis of Renasant Bank's Holdings & P&L

Currently, Renasant Bank holds 137 types of securities in its portfolio with a total value $141.3M. In the most recent quarter, they have increased their positions in IVV (+4.1K shares, valued at $2.7M), IEFA (+27.0K shares, valued at $2.4M), DUBS (+36.1K shares, valued at $1.3M); decreased their positions in ACIO (-26.4K shares, valued at $1.1M), N/A (-8.9K shares, valued at $1.1M), N/A (-5.0K shares, valued at $964.0K); initiated new positions in QQQM (+5.0K shares, valued at $1.2M), IUSG (+6.6K shares, valued at $1.0M), BSX (+9.2K shares, valued at $574.5K).

1M P&L

+2.7M+1.91%

3M P&L

+4.2M+2.99%

HY P&L

+12.0M+9.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.4M

59.4%

2Semiconductors4.7M

3.7%

3Software - Infrastructure3.5M

2.7%

Top Industries by Stock Count

1N/A40 stocks

33.1%

2Drug Manufacturers - General4 stocks

3.3%

3Banks - Regional4 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACIO ETF SER SOLUTIONS134.6K shares-16.38%2026-03-312026-04-29

IEFA ISHARES TR CORE MSCI EAFE ETF58.2K shares86.60%2026-03-312026-04-29

IDUB ETF SER SOLUTIONS179.6K shares-1.58%2026-03-312026-04-29

VEA VANGUARD FTSE DEVELOPED MARKETS ETF68.6K shares0.49%2026-03-312026-04-29

IUSB ISHARES TR CORE TOTAL USD BD MKT ETF87.9K shares11.76%2026-03-312026-04-29

HELO J P MORGAN EXCHANGE TRADED FD59.8K shares-0.22%2026-03-312026-04-29

IVV ISHARES CORE S&P 500 ETF5.8K shares251.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS TOTAL STK MKT10.9K shares0.00%2026-03-312026-04-29

Sponsored

DRSK ETF SER SOLUTIONS120.3K shares4.34%2026-03-312026-04-29

OSCV ETF SER SOLUTIONS82.3K shares-7.54%2026-03-312026-04-29

SPYM SPDR SER TR40.9K shares11.88%2026-03-312026-04-29

NVDA NVIDIA CORP COM15.8K shares-1.90%2026-03-312026-04-29

DUBS ETF SER SOLUTIONS76.2K shares89.89%2026-03-312026-04-29

IWV ISHARES RUSSELL 3000 ETF7.3K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP COM7.0K shares-7.75%2026-03-312026-04-29

IEMG ISHARES INC CORE MSCI EMKT34.6K shares72.14%2026-03-312026-04-29

Sponsored

AAPL APPLE INC COM9.3K shares-3.84%2026-03-312026-04-29

ADME ETF SER SOLUTIONS44.5K shares-6.85%2026-03-312026-04-29

BROADCOM INC COM BROADCOM INC COM7.1K shares29.56%2026-03-312026-04-29

VWO VANGUARD FTSE EMERGING MARKETS ETF38.8K shares0.49%2026-03-312026-04-29

UPSD ETF SER SOLUTIONS77.6K shares0.54%2026-03-312026-04-29

AMZN AMAZON.COM INC COM9.4K shares-1.37%2026-03-312026-04-29

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A6.8K shares-7.92%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO COM6.3K shares-0.57%2026-03-312026-04-29

Sponsored

META META PLATFORM, INC.3.0K shares-1.65%2026-03-312026-04-29

INVESCO EXCHANGE-TRADED FD TR INVESCO EXCHANGE-TRADED FD TR9.0K shares-35.79%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST25.3K shares0.00%2026-03-312026-04-29

IVW ISHARES S&P 500 GROWTH ETF13.3K shares-36.95%2026-03-312026-04-29

XOM EXXON MOBIL CORP COM8.6K shares-14.26%2026-03-312026-04-29

EOG EOG RES INC COM9.4K shares-10.13%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II5.0K sharesnew addition2026-03-312026-04-29

NEE NEXTERA ENERGY INC COM12.9K shares-16.48%2026-03-312026-04-29

Sponsored

SLB SLB LIMITED21.5K shares-17.37%2026-03-312026-04-29

ABBV ABBVIE INC COM5.0K shares142.77%2026-03-312026-04-29

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.1K shares-19.49%2026-03-312026-04-29

PWR QUANTA SVCS INC COM1.9K shares-4.83%2026-03-312026-04-29

IUSG ISHARES TR6.6K sharesnew addition2026-03-312026-04-29

HON HONEYWELL INTERNATIONAL INC COM4.5K shares-3.41%2026-03-312026-04-29

DFAC DIMENSIONAL ETF TRUST25.6K shares0.00%2026-03-312026-04-29

BAC BANK OF AMERICA CORP COM20.2K shares13.56%2026-03-312026-04-29

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WMT WALMART INC.7.7K shares-0.97%2026-03-312026-04-29

FITB FIFTH THIRD BANCORP20.5K shares-4.70%2026-03-312026-04-29

TMO THERMO FISHER CORP COM1.9K shares-3.77%2026-03-312026-04-29

DEFR ETF SER SOLUTIONS35.1K shares2.62%2026-03-312026-04-29

IWO ISHARES RUSSELL 2000 GROWTH ETF3.0K shares-0.77%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC COM5.7K shares4.77%2026-03-312026-04-29

CRM SALESFORCE INC4.9K shares4.60%2026-03-312026-04-29

IWS ISHARES RUSSELL MID-CAP VALUE ETF6.2K shares-28.79%2026-03-312026-04-29

Sponsored

JUCY ETF SER SOLUTIONS40.5K shares1.47%2026-03-312026-04-29

IWN ISHARES RUSSELL 2000 VALUE ETF4.7K shares-0.70%2026-03-312026-04-29

IVE ISHARES S&P 500 VALUE ETF4.1K shares-51.56%2026-03-312026-04-29

DFUV DIMENSIONAL ETF TR US MARKETWIDE17.8K shares0.00%2026-03-312026-04-29

L LOEWS CORP COM7.9K shares-0.03%2026-03-312026-04-29

ACCENTURE PLC CLASS A ORDINARY ACCENTURE PLC CLASS A ORDINARY4.2K shares2.33%2026-03-312026-04-29

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C2.9K shares-20.22%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L P COM20.9K shares-30.03%2026-03-312026-04-29

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KO COCA COLA CO COM10.1K shares-25.17%2026-03-312026-04-29

QCOM QUALCOMM INC COM5.9K shares-2.23%2026-03-312026-04-29

LULU LULULEMON ATHLETICA INC COM4.9K shares13.11%2026-03-312026-04-29

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM6.7K shares-1.11%2026-03-312026-04-29

IWF ISHARES RUSSELL 1000 GROWTH ETF1.7K shares-51.18%2026-03-312026-04-29

CVX CHEVRON CORP NEW COM3.5K shares-13.90%2026-03-312026-04-29

HD HOME DEPOT INC COM2.2K shares-3.66%2026-03-312026-04-29

V VISA INC COM CL A2.3K shares-22.02%2026-03-312026-04-29

Sponsored

LMT LOCKHEED MARTIN CORP COM1.2K shares-2.18%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MFG CO LTD1.8K shares-9.41%2026-03-312026-04-29

TXN TEXAS INSTRUMENTS INC COM3.2K shares-6.61%2026-03-312026-04-29

IWP ISHARES RUSSELL MID-CAP GROWTH ETF4.8K shares-24.60%2026-03-312026-04-29

CSCO CISCO SYS INC COM7.8K shares-0.09%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC COM2.2K shares21.97%2026-03-312026-04-29

BSX BOSTON SCIENTIFIC CORP9.2K sharesnew addition2026-03-312026-04-29

ST. DENIS J VILLERE & CO. ST. DENIS J VILLERE & CO.1 shares0.00%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC COM3.5K shares0.71%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON COM2.2K shares-17.69%2026-03-312026-04-29

ST. DENIS J VILLERE & CO . ST. DENIS J VILLERE & CO .1 shares0.00%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST15.4K shares0.00%2026-03-312026-04-29

APH AMPHENOL CORP CL A4.1K shares0.20%2026-03-312026-04-29

AMT AMERICAN TOWER CORPORATION2.9K shares32.25%2026-03-312026-04-29

IJK ISHARES S&P MID-CAP 400 GROWTH ETF5.0K shares-40.43%2026-03-312026-04-29

FANG DIAMONDBACK ENERGY INC COM2.3K shares-1.90%2026-03-312026-04-29

Sponsored

MERCK & CO INC NEW COM MERCK & CO INC NEW COM3.8K shares-70.43%2026-03-312026-04-29

AMP AMERIPRISE FINL INC COM1.0K shares1.52%2026-03-312026-04-29

RNST RENASANT CORP COM12.1K shares0.00%2026-03-312026-04-29

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF3.0K shares-30.96%2026-03-312026-04-29

NOW SERVICENOW INC COM4.1K shares11.28%2026-03-312026-04-29

GVI ISHARES INTERMEDIATE4.0K shares-46.67%2026-03-312026-04-29

COST COSTCO WHSL CORP NEW COM422 shares-32.80%2026-03-312026-04-29

PGR PROGRESSIVE CORP OHIO COM2.1K shares-14.18%2026-03-312026-04-29

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF1.9K shares-53.61%2026-03-312026-04-29

IJJ ISHARES S&P MID-CAP 400 VALUE ETF3.0K shares-49.95%2026-03-312026-04-29

WSM WILLIAMS SONOMA INC COM2.2K shares-7.91%2026-03-312026-04-29

LLY LILLY ELI & CO COM421 shares-2.55%2026-03-312026-04-29

CAT CATERPILLAR INC COM533 shares-6.49%2026-03-312026-04-29

PG PROCTER & GAMBLE CO COM2.6K shares-19.27%2026-03-312026-04-29

PH PARKER HANNIFIN CORP COM410 shares-9.49%2026-03-312026-04-29

MTZ MASTEC INC COM1.1K shares-7.76%2026-03-312026-04-29

Sponsored

TT TRANE TECHNOLOGIES PLC SHS870 shares-1.36%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC373 shares37.64%2026-03-312026-04-29

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.0K shares-47.12%2026-03-312026-04-29

NZF NUVEEN MUNICIPAL CREDIT INC FD28.3K shares0.00%2026-03-312026-04-29

BR BROADRIDGE FINL SOLUTIONS INC COM2.1K shares26.14%2026-03-312026-04-29

CME CME GROUP INC COM1.1K shares20.11%2026-03-312026-04-29

TOTALENERGIES SE ACT TOTALENERGIES SE ACT3.6K shares-30.49%2026-03-312026-04-29

DFIV DIMENSIONAL ETF TR6.2K shares0.00%2026-03-312026-04-29

Sponsored

PLD PROLOGIS INC COM2.4K shares-4.34%2026-03-312026-04-29

FDX FEDEX CORP COM892 shares-8.04%2026-03-312026-04-29

AFL AFLAC INC COM2.8K shares24.27%2026-03-312026-04-29

LINDE PLC SHS LINDE PLC SHS616 shares-34.75%2026-03-312026-04-29

PHM PULTE GROUP INC COM2.6K shares-4.61%2026-03-312026-04-29

T AT&T INC COM10.4K shares-2.62%2026-03-312026-04-29

PCAR PACCAR INC COM2.6K shares-4.15%2026-03-312026-04-29

GRMN GARMIN LTD SHS1.2K shares-32.17%2026-03-312026-04-29

Sponsored

CHE CHEMED CORP NEW COM756 shares1.34%2026-03-312026-04-29

RF REGIONS FINL CORP NEW COM10.9K shares0.00%2026-03-312026-04-29

MEDTRONIC PLC SHS MEDTRONIC PLC SHS3.1K shares26.87%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC COM1.6K shares0.00%2026-03-312026-04-29

CPRT COPART INC COM8.1K shares-4.63%2026-03-312026-04-29

HWM HOWMET AEROSPACE INC COM1.1K shares-8.27%2026-03-312026-04-29

CASY CASEYS GEN STORES INC349 sharesnew addition2026-03-312026-04-29

AXP AMERICAN EXPRESS CO COM833 shares13.95%2026-03-312026-04-29

Sponsored

LOW LOWES COS INC COM1.1K shares3.83%2026-03-312026-04-29

SYK STRYKER CORP COM757 sharesnew addition2026-03-312026-04-29

NTAP NETAPP INC COM2.4K shares-1.55%2026-03-312026-04-29

KLAC KLA CORPORATION COM NEW165 shares-3.51%2026-03-312026-04-29

BTI BRITISH AMERN TOB PLC SPONSORED ADR4.2K shares4.85%2026-03-312026-04-29

EME EMCOR GROUP INC COM328 shares-11.59%2026-03-312026-04-29

EATON CORP PLC SHS EATON CORP PLC SHS664 shares2.47%2026-03-312026-04-29

PAYX PAYCHEX INC COM2.5K sharesnew addition2026-03-312026-04-29

Sponsored

AMGN AMGEN INC COM645 shares-20.66%2026-03-312026-04-29

CTRA COTERRA ENERGY INC6.4K sharesnew addition2026-03-312026-04-29

RTX RTX CORPORATION COM1.1K sharesnew addition2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares9.23%2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC COM1.0K sharesnew addition2026-03-312026-04-29

PAG PENSKE AUTOMOTIVE GRP INC1.4K shares-16.05%2026-03-312026-04-29

MEDP MEDPACE HLDGS INC COM428 shares0.00%2026-03-312026-04-29

KR KROGER CO COM2.8K sharesnew addition2026-03-312026-04-29

Sponsored

ABEV AMBEV SA SPONSORED ADR25.5K shares3.63%2026-03-312026-04-29

ACIO

ETF SER SOLUTIONS

-16.38%

Shares134.6K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR CORE MSCI EAFE ETF

86.60%

Shares58.2K

Event2026-03-31

Filed2026-04-29

IDUB

ETF SER SOLUTIONS

-1.58%

Shares179.6K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.49%

Shares68.6K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR CORE TOTAL USD BD MKT ETF

11.76%

Shares87.9K

Event2026-03-31

Filed2026-04-29

HELO

J P MORGAN EXCHANGE TRADED FD

-0.22%

Shares59.8K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES CORE S&P 500 ETF

251.00%

Shares5.8K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS TOTAL STK MKT

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-29

DRSK

ETF SER SOLUTIONS

4.34%

Shares120.3K

Event2026-03-31

Filed2026-04-29

OSCV

ETF SER SOLUTIONS

-7.54%

Shares82.3K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SER TR

11.88%

Shares40.9K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORP COM

-1.90%

Shares15.8K

Event2026-03-31

Filed2026-04-29

DUBS

ETF SER SOLUTIONS

89.89%

Shares76.2K

Event2026-03-31

Filed2026-04-29

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP COM

-7.75%

Shares7.0K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC CORE MSCI EMKT

72.14%

Shares34.6K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC COM

-3.84%

Shares9.3K

Event2026-03-31

Filed2026-04-29

ADME

ETF SER SOLUTIONS

-6.85%

Shares44.5K

Event2026-03-31

Filed2026-04-29

BROADCOM INC COM

29.56%

Shares7.1K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.49%

Shares38.8K

Event2026-03-31

Filed2026-04-29

UPSD

ETF SER SOLUTIONS

0.54%

Shares77.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON.COM INC COM

-1.37%

Shares9.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC CAP STK CL A

-7.92%

Shares6.8K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO COM

-0.57%

Shares6.3K

Event2026-03-31

Filed2026-04-29