M

Small Cap Bank's Outperform

LILPIGGY

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Index Performance

+21.37%
LILPIGGY
+24.63%
QQQ
+19.03%
VO
+34.27%
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 holdings18
What's inside?

Holdings

All holdings as of July 11, 2025
CSV download
OP Bancorp (OPBK)5.88%$202.69M8.45%N/A0.41
Provident Financial Services, Inc. (PFS)5.86%$2.46B80.13%N/A3.73
Sierra Bancorp (BSRR)5.84%$439.44M-3.41%N/A2.92
Community West Bancshares (CVCY)5.84%$400.10M75.14%N/A2.78
Hope Bancorp, Inc. (HOPE)5.79%$1.49B-15.49%N/A1.32
Orrstown Financial Services, Inc. (ORRF)5.72%$659.19M76.71%N/A2.23
OceanFirst Financial Corp. (OCFC)5.70%$1.11B-5.12%N/A2.92
Valley National Bancorp (VLY)5.68%$5.37B-5.13%N/A2.35
Columbia Banking System, Inc. (COLB)5.64%$5.29B-2.52%N/A2.69
Peoples Financial Services Corp. (PFIS)5.58%$529.02M60.21%N/A2.08
Dime Community Bancshares, Inc. (DCOM)5.58%$1.27B0.20%N/A1.73
MidWestOne Financial Group, Inc. (MOFG)5.46%$627.63M7.47%N/A3.15
Hanover Bancorp, Inc. (HNVR)5.42%$166.26M1.56%N/A1.97
Northeast Community Bancorp, Inc. (NECB)5.36%$336.84M0.94%N/A1.91
CB Financial Services, Inc. (CBFV)5.31%$145.87M-5.18%N/A1.65
TCFC Finance Ltd. (532284)5.14%$5.69M-50.60%77.34%N/A
United Bancorp, Inc. (Ohio) (UBCP)5.10%$83.43M6.06%N/A4.62
Bank of the James Financial Group, Inc. (BOTJ)5.09%$63.83M5.07%N/A1.00
Market data by FactSet