M

Small Cap Bank's Outperform

LILPIGGY

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Index Performance

+5.11%
LILPIGGY
+3.92%
VO
+8.31%
KBWB
+2.27%
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 September 10, 2026
CSV download
Hanover Bancorp, Inc. (HNVR)6.73%$192.33M-2.10%N/A1.87
Bank of the James Financial Group, Inc. (BOTJ)6.40%$126.53M6.68%N/A1.54
Peoples Financial Services Corp. (PFIS)6.37%$709.63M3.42%N/A3.23
Orrstown Financial Services, Inc. (ORRF)6.10%$827.11M0.83%N/A2.89
Hope Bancorp, Inc. (HOPE)6.06%$1.77B17.81%N/A2.14
OP Bancorp (OPBK)5.96%$226.98M5.31%N/A1.81
CB Financial Services, Inc. (CBFV)5.93%$189.59M11.11%N/A3.15
Northeast Community Bancorp, Inc. (NECB)5.85%$368.79M-4.60%N/A3.67
Sierra Bancorp (BSRR)5.84%$523.33M-3.47%N/A3.74
OceanFirst Financial Corp. (OCFC)5.83%$1.84B32.13%N/A4.60
Community West Bancshares (CVCY)5.82%$705.68M32.57%N/A4.21
Dime Commercial Bancshares, Inc. (DCOM)5.81%$1.78B4.39%N/A0.79
Provident Financial Services, Inc. (PFS)5.71%$3.01B4.33%N/A4.06
Valley National Bancorp (VLY)5.47%$7.60B4.09%N/A3.25
United Bancorp, Inc. (Ohio) (UBCP)5.46%$90.67M2.96%N/A3.94
Columbia Banking System, Inc. (COLB)5.43%$8.44B21.96%N/A3.77
TCFC Finance Ltd. (532284)5.25%$2.66M43.05%76.34%17.84
Market data by FactSet

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