M

Small Cap Bank's Outperform

LILPIGGY

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Index Performance

-2.13%
LILPIGGY
+7.79%
QQQ
+3.16%
VO
+2.60%
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 December 12, 2025
CSV download
MidWestOne Financial Group, Inc. (MOFG)7.14%$848.63MN/AN/A1.77
Bank of the James Financial Group, Inc. (BOTJ)6.03%$81.78M3.60%N/A0.83
Sierra Bancorp (BSRR)5.79%$459.48M-1.13%N/A3.35
OceanFirst Financial Corp. (OCFC)5.69%$1.16B-0.96%N/A4.01
Community West Bancshares (CVCY)5.65%$455.78M7.47%N/A2.31
Northeast Community Bancorp, Inc. (NECB)5.65%$326.97M-3.88%N/A2.80
Valley National Bancorp (VLY)5.62%$6.65B-2.74%N/A2.68
Columbia Banking System, Inc. (COLB)5.62%$8.75B6.18%N/A2.90
Orrstown Financial Services, Inc. (ORRF)5.48%$737.44M-5.12%N/A2.50
Provident Financial Services, Inc. (PFS)5.45%$2.75B1.28%N/A3.58
Hope Bancorp, Inc. (HOPE)5.44%$1.48B4.84%N/A1.41
United Bancorp, Inc. (Ohio) (UBCP)5.44%$80.05M7.38%N/A4.68
CB Financial Services, Inc. (CBFV)5.43%$179.44M-58.52%N/A2.16
Hanover Bancorp, Inc. (HNVR)5.25%$172.55M-6.01%N/A2.00
Peoples Financial Services Corp. (PFIS)5.23%$526.02M-3.89%N/A2.60
Dime Community Bancshares, Inc. (DCOM)5.20%$1.37B8.92%N/A0.77
OP Bancorp (OPBK)5.16%$219.86M8.13%N/A1.74
TCFC Finance Ltd. (532284)4.72%$5.02M-196.81%N/A60.53
Market data by FactSet