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 March 6, 2026
CSV download
Nicolet Bankshares, Inc. (NCBS)6.66%$3.21B6.89%N/A3.42
Bank of the James Financial Group, Inc. (BOTJ)6.37%$90.19M4.56%N/A1.03
United Bancorp, Inc. (Ohio) (UBCP)6.13%$88.05M8.02%N/A1.30
Peoples Financial Services Corp. (PFIS)5.88%$534.81M22.22%N/A2.46
Northeast Community Bancorp, Inc. (NECB)5.82%$331.74M-3.30%N/A2.38
Sierra Bancorp (BSRR)5.81%$455.86M0.81%N/A4.41
Valley National Bancorp (VLY)5.81%$6.93B-2.34%N/A2.88
Dime Community Bancshares, Inc. (DCOM)5.79%$1.43B12.86%N/A-0.16
Provident Financial Services, Inc. (PFS)5.78%$2.78B21.32%N/A3.58
Community West Bancshares (CVCY)5.70%$443.95M17.61%N/A2.77
Hope Bancorp, Inc. (HOPE)5.62%$1.45B-4.25%N/A1.69
Orrstown Financial Services, Inc. (ORRF)5.54%$694.55M24.28%N/A2.75
Columbia Banking System, Inc. (COLB)5.40%$8.28B8.85%N/A3.17
CB Financial Services, Inc. (CBFV)5.27%$173.38M-15.47%N/A2.74
OceanFirst Financial Corp. (OCFC)5.17%$1.06B-0.21%N/A3.82
OP Bancorp (OPBK)5.08%$197.83M8.17%N/A1.86
Hanover Bancorp, Inc. (HNVR)5.07%$153.20M-3.40%N/A0.70
TCFC Finance Ltd. (532284)3.12%$2.77MN/A78.03%12.34
Market data by FactSet