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Hancock Whitney Bank
David J. Lundgren, Jr. · Bank/Insurer · Multi-Strategy
Hancock Whitney Bank is a prominent regional financial institution headquartered in the Gulf South, serving clients across Mississippi, Alabama, Florida, Louisiana, and Texas. With a history dating back to the late 1800s, the bank provides a comprehensive range of financial services, including commercial and retail banking, trust services, and wealth management. It operates as a subsidiary of Hancock Whitney Corporation and has grown through a series of strategic mergers and organic expansion. The institution is known for its commitment to community service, financial stability, and personalized client relationships, catering to both individual and institutional investors with tailored financial strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.2% |
| YTD return | +13.5% |
| Sharpe ratio | 2.66 |
| Win rate | 55% |
| AUM | $1.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.hancockwhitney.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.5% | +26.0% |
| MSFT | Microsoft Corporation | 11.3% | +3.9% |
| NVDA | NVIDIA Corporation | 9.7% | +19.6% |
| GOOGL | Alphabet Inc Class A | 8.6% | +32.0% |
| AMZN | Amazon.com Inc | 6.4% | +15.4% |
| JPM | JPMorgan Chase & Co | 6.3% | +17.0% |
| XOM | Exxon Mobil Corp | 4.8% | +37.3% |
| AVGO | Broadcom Inc | 4.5% | +5.3% |
| HWC | Hancock Whitney Corp | 3.7% | +19.2% |
| AMGN | Amgen Inc | 3.2% | +44.9% |
| META | Meta Platforms Inc. | 3.1% | -10.4% |
| JNJ | Johnson & Johnson | 3.1% | +43.1% |
| CVX | Chevron Corp | 2.9% | +31.6% |
| CMI | Cummins Inc | 2.9% | +16.9% |
| TXN | Texas Instruments Incorporated | 2.8% | +10.3% |
| AMAT | Applied Materials Inc | 2.8% | +17.6% |
| PANW | Palo Alto Networks Inc | 2.7% | -5.1% |
| BNY | BlackRock New York Municipal Income Trust | 2.6% | +4.6% |
| GS | Goldman Sachs Group Inc | 2.5% | +18.1% |
| MU | Micron Technology Inc | 2.4% | -0.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 11.6% → 11.3% |
| Aug 24, 2026 | SELL | XOM | 4.6% → 4.8% |
| Aug 24, 2026 | SELL | GOOGL | 8.6% → 8.6% |
| Aug 24, 2026 | BUY | AMAT | 2.7% → 2.8% |
| Aug 24, 2026 | SELL | CVX | 2.9% → 2.9% |
Investment Style Analysis
Hancock Whitney Bank is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Hancock Whitney Bank made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Hancock Whitney’s investment philosophy focuses on a disciplined, goal-oriented approach aimed at preserving and growing wealth over the long term. Their strategy emphasizes asset diversification, incorporating both traditional securities and alternative investment classes to mitigate risk while capturing market opportunities. The institution employs a rigorous research process that combines macroeconomic insights with individual security selection to build customized portfolios. By aligning investment strategies with the specific time horizons and risk tolerances of their clients, Hancock Whitney seeks to provide consistent performance and stability across various economic cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Hancock Whitney Bank.
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Frequently asked questions
How is the simulated portfolio for Hancock Whitney Bank constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Hancock Whitney Bank's largest holding?
As of the latest filing, Hancock Whitney Bank's top position is Apple Inc (AAPL), representing 13.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Hancock Whitney Bank's historical performance and risk profile?
Our simulation indicates a total return of +18.2% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 2.66, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Hancock Whitney Bank primarily invest in?
Hancock Whitney Bank has a strong preference for the Semiconductors sector, which makes up 19.4% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Hancock Whitney Bank's portfolio concentrated or diversified?
Hancock Whitney Bank runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Hancock Whitney Bank performed in 2026?
Our AI-simulated model portfolio for Hancock Whitney Bank tracks a Year-to-Date (YTD) return of +13.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David J. Lundgren, Jr. manage Hancock Whitney Bank directly?
Yes, David J. Lundgren, Jr. serves as the key portfolio manager for Hancock Whitney Bank, overseeing the investment strategy and final capital allocation decisions.