M

Small Cap Bank's Outperform

LILPIGGY

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Index Performance

-2.13%
LILPIGGY
+3.16%
VO
+2.60%
KBWB
+7.79%
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 holdings18
What's inside?

Holdings

All holdings as of February 20, 2026
CSV download
Nicolet Bankshares, Inc. (NCBS)6.78%$3.47B6.89%N/A3.41
Bank of the James Financial Group, Inc. (BOTJ)6.19%$94.96M4.56%N/A1.03
Sierra Bancorp (BSRR)6.03%$506.13M0.81%N/A4.10
Valley National Bancorp (VLY)5.98%$7.45B-2.34%N/A2.88
Provident Financial Services, Inc. (PFS)5.89%$3.01B21.30%N/A3.53
Peoples Financial Services Corp. (PFIS)5.89%$564.09M22.22%N/A2.46
Columbia Banking System, Inc. (COLB)5.87%$9.50B8.81%N/A3.12
Dime Community Bancshares, Inc. (DCOM)5.80%$1.50B12.86%N/A-0.16
Hope Bancorp, Inc. (HOPE)5.73%$1.56B-4.23%N/A1.27
Community West Bancshares (CVCY)5.70%$468.66M17.61%N/A2.77
Orrstown Financial Services, Inc. (ORRF)5.59%$742.51M24.28%N/A2.75
Northeast Community Bancorp, Inc. (NECB)5.53%$333.43M-3.30%N/A2.38
United Bancorp, Inc. (Ohio) (UBCP)5.48%$84.19M8.02%N/A1.30
OceanFirst Financial Corp. (OCFC)5.18%$1.11B-0.66%N/A3.81
OP Bancorp (OPBK)5.09%$209.74M8.17%N/A1.86
CB Financial Services, Inc. (CBFV)4.95%$174.03M-15.47%N/A2.74
Hanover Bancorp, Inc. (HNVR)4.89%$157.30M-3.40%N/A0.70
TCFC Finance Ltd. (532284)3.43%$3.25MN/A78.03%12.34
Market data by FactSet