HANCOCK WHITNEY CORP

CIK 0000750577 · Q1 2026

13F Equity AUM

$5.8B

+3.7% QoQ

Positions

749

-20 QoQ

AUM Rank

#936

Top 8%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #3,870 · Top 47%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 17.6%Top 10: 26.6%Top 20: 37.4%

IVV4.8%

AAPL3.9%

MSFT3.1%

NVDA2.9%

GOOGL2.8%

AMZN2.1%

MBB1.9%

JPM1.8%

AVGO1.6%

XOM1.6%

Others (739)73.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services36.7%

Technology20.1%

Industrials9.1%

Healthcare7.5%

Communication Services6.5%

Consumer Cyclical6.4%

Energy3.9%

Consumer Defensive3.4%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 749Median: 0.02%Avg: 0.13%

0–0.5%

700(44.3%)

0.5–1%

33(22.2%)

1–3%

13(21.7%)

3–5%

3(11.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 746Unique: 3vs 20 funds

10.2%Low

749

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

14.2%

BANK OF AMERICA CORP /DE/

15.6%

15%

17%

22.7%

17.1%

VANGUARD CAPITAL MANAGEMENT LLC

16.3%

GEODE CAPITAL MANAGEMENT, LLC

15.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New53Increased300Decreased353Exited75

New Positions

MSM0.2%

+103K

AA0.1%

+118K

DDS0.1%

+11K

WF20.1%

+38K

PNFP0.1%

+57K

KNX0.1%

+57K

0J7Q0.1%

+59K

UGI0.0%

+59K

AGCO0.0%

+17K

AZN0.0%

+8K

Increased

F0.1%

+559K(+1520%)

CTSH0.4%

+373K(+12567%)

CBT0.4%

+163K(+109%)

IJH1.1%

+142K(+18%)

PII0.1%

+137K(+2224%)

SCHW0.2%

+113K(+402%)

DD0.1%

+112K(+1354%)

PRU0.2%

+94K(+858%)

PVAL0.7%

+90K(+13%)

VIRT0.4%

+84K(+25%)

Decreased

XLB0.0%

-469,869(-92%)

HPE0.0%

-311,647(-94%)

UPS0.1%

-158,501(-74%)

HD0.3%

-119,581(-69%)

SFM0.0%

-103,620(-89%)

PDBC0.1%

-60,823(-25%)

NOW0.0%

-56,873(-73%)

EMLC0.0%

-39,768(-56%)

MAT0.1%

-38,481(-7%)

CRBG0.0%

-37,407(-37%)

Exited

-112,057

-7,139

-8,960

-16,279

-38,711

-2,651

-25,954

-23,070

ENLAY

-93,369

MTG

-37,234

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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