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Portfolio (Quarterly) Guide ↗

TRUIST FINANCIAL CORP

· CIK 0000092230
13F Portfolio $75.0B AUM 5,167 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 1053 Added 1201 Reduced 135 Exited
Page 47 of 61  ·  1,201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SWK STANLEY BLACK & DECKER INC Industrials 7,647.0 $568K 0.00% -2K -17.8% $74.28 +0.9%
922 CBZ CBIZ INC Industrials 11,155.0 $563K 0.00% -225.0 -2.0% $50.45 -36.5%
923 PFFV GLOBAL X FDS 25,319.0 $563K 0.00% -251.0 -1.0% $22.22 +0.4%
924 WING WINGSTOP INC Consumer Cyclical 2,352.0 $561K 0.00% -268.0 -10.2% $238.44 -46.3%
925 AGCO AGCO CORP Industrials 5,341.0 $557K 0.00% -106.0 -1.9% $104.32 +7.4%
926 MCDS J P MORGAN EXCHANGE TRADED F 9,464.0 $554K 0.00% -917.0 -8.8% $58.57 +9.3%
927 TPH TRI POINTE HOMES INC Consumer Cyclical 17,584.0 $553K 0.00% -54K -75.4% $31.47 +49.2%
928 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 18,953.0 $553K 0.00% -684.0 -3.5% $29.19 +18.4%
929 DAR DARLING INGREDIENTS INC Consumer Defensive 15,332.0 $552K 0.00% -7K -31.7% $36.00 +60.7%
930 PAXS PIMCO ACCESS INCOME FUND Financial Services 36,016.0 $551K 0.00% -967.0 -2.6% $15.30 -7.9%
931 PATK PATRICK INDS INC Consumer Cyclical 5,068.0 $550K 0.00% -12K -69.8% $108.43 -16.8%
932 WTRG ESSENTIAL UTILS INC Utilities 14,325.0 $549K 0.00% -8K -36.9% $38.36 -4.7%
933 UNOV INNOVATOR ETFS TRUST 14,347.0 $546K 0.00% -400.0 -2.7% $38.06 +4.8%
934 VC VISTEON CORP Consumer Cyclical 5,707.0 $543K 0.00% -220.0 -3.7% $95.10 +14.8%
935 IEZ ISHARES TR 25,766.0 $538K 0.00% -22K -45.6% $20.87 +52.8%
936 AMTM AMENTUM HOLDINGS INC Industrials 18,521.0 $537K 0.00% -716.0 -3.7% $29.00 -20.1%
937 MBSF VALUED ADVISERS TR 20,840.0 $534K 0.00% -600.0 -2.8% $25.64 -0.2%
938 TFLO ISHARES TR 10,522.0 $531K 0.00% -14K -56.8% $50.46 +0.3%
939 SMBK SMARTFINANCIAL INC Financial Services 14,344.0 $531K 0.00% -5K -25.8% $36.99 +12.4%
940 BLACKROCK MUNI INCOME TR II 50,594.0 $528K 0.00% -420.0 -0.8% $10.44
Page 47 of 61  ·  1,201 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 22.7%
Industrials 9.0%
Healthcare 8.7%
Communication Services 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 8.3%
Energy 3.3%
Utilities 1.8%
Basic Materials 1.3%