Index Performance
-1.07%
LILPIGGY
+1.79%
VO
-2.26%
KBWB
+18.05%
QQQ
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 holdings17
What's inside?
Holdings
All holdings as of June 5, 2026
CSV download
| Sierra Bancorp (BSRR) | 6.37% | $474.89M | 0.81% | N/A | 4.41 |
| Dime Community Bancshares, Inc. (DCOM) | 6.23% | $1.55B | 7.52% | N/A | 0.30 |
| Valley National Bancorp (VLY) | 6.22% | $7.41B | 3.92% | N/A | 2.81 |
| Hope Bancorp, Inc. (HOPE) | 6.17% | $1.59B | -4.25% | N/A | 1.69 |
| Peoples Financial Services Corp. (PFIS) | 6.13% | $564.45M | 22.10% | N/A | 2.53 |
| Bank of the James Financial Group, Inc. (BOTJ) | 6.05% | $105.81M | 4.56% | N/A | 1.05 |
| OP Bancorp (OPBK) | 6.00% | $213.68M | 7.44% | N/A | 1.75 |
| Hanover Bancorp, Inc. (HNVR) | 5.98% | $160.37M | -3.40% | N/A | 1.49 |
| Columbia Banking System, Inc. (COLB) | 5.96% | $8.47B | 25.76% | N/A | 3.36 |
| Provident Financial Services, Inc. (PFS) | 5.89% | $2.91B | 21.32% | N/A | 3.58 |
| Community West Bancshares (CVCY) | 5.82% | $655.70M | 6.14% | N/A | 2.57 |
| TCFC Finance Ltd. (532284) | 5.76% | $3.29M | N/A | 78.03% | 12.34 |
| Orrstown Financial Services, Inc. (ORRF) | 5.74% | $716.32M | 3.29% | N/A | 2.55 |
| Northeast Community Bancorp, Inc. (NECB) | 5.70% | $336.03M | -3.30% | N/A | 2.38 |
| OceanFirst Financial Corp. (OCFC) | 5.50% | $1.10B | 5.89% | N/A | 3.44 |
| CB Financial Services, Inc. (CBFV) | 5.38% | $178.54M | 10.62% | N/A | 2.28 |
| United Bancorp, Inc. (Ohio) (UBCP) | 5.10% | $93.46M | 8.02% | N/A | 4.22 |
Market data by FactSet
