M

Small Cap Bank's Outperform

LILPIGGY

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Index Performance

-12.13%
LILPIGGY
-7.96%
QQQ
-7.28%
VO
-14.79%
KBWB

Overview

Description

A collection of small cap banks that should outperform in the long run. Healthy balance sheets, earnings and rev growth. Quarterly rebalance.

  • TickerLILPIGGY
  • Inception Date05/10/2024
  • WeightingEqual
  • # of holdings19
What's inside?

Holdings

All holdings as of April 25, 2025
CSV download
TCFC Finance Ltd. (532284)5.88%$6.30M-109.17%N/A7.53
CB Financial Services, Inc. (CBFV)5.63%$147.91M-5.18%N/A1.61
Hanover Bancorp, Inc. (HNVR)5.62%$167.53M6.28%N/A0.98
OP Bancorp (OPBK)5.42%$180.91M8.59%N/A1.59
Valley National Bancorp (VLY)5.37%$4.81B-4.65%N/A2.34
Northeast Community Bancorp, Inc. (NECB)5.37%$318.05M0.94%N/A1.91
Provident Financial Services, Inc. (PFS)5.33%$2.16B80.08%N/A3.68
United Bancorp, Inc. (Ohio) (UBCP)5.31%$76.13M7.53%N/A4.46
OceanFirst Financial Corp. (OCFC)5.30%$966.20M-5.13%N/A2.90
Community West Bancshares (CVCY)5.26%$331.09M75.14%N/A2.78
Hope Bancorp, Inc. (HOPE)5.25%$1.29B-15.69%N/A0.76
MidWestOne Financial Group, Inc. (MOFG)5.22%$587.84M7.50%N/A3.13
Peoples Financial Services Corp. (PFIS)5.20%$428.36M40.22%N/A2.44
Orrstown Financial Services, Inc. (ORRF)5.14%$560.78M76.85%N/A2.18
Dime Community Bancshares, Inc. (DCOM)5.05%$1.12B0.20%N/A1.73
Bank of the James Financial Group, Inc. (BOTJ)5.04%$61.56M14.55%N/A1.16
Sierra Bancorp (BSRR)5.02%$363.03M3.75%N/A3.17
Columbia Banking System, Inc. (COLB)4.99%$4.75B-2.69%N/A2.69
Atlantic Union Bankshares Corp. (AUB)4.58%$3.55B16.13%N/A2.22
Market data by FactSet