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Portfolio (Quarterly) Guide ↗

REGIONS FINANCIAL CORP

· CIK 0001281761
13F Portfolio $16.8B AUM 1,041 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 202 Added 474 Reduced 57 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APP APPLOVIN CORP Technology 446.0 $230K 0.00% NEW $515.23 -42.0%
42 WTAI WISDOMTREE TR 4,837.0 $230K 0.00% NEW $47.47 -15.7%
43 CROX CROCS INC Consumer Cyclical 1,886.0 $228K 0.00% NEW $120.64 +4.3%
44 KGC KINROSS GOLD CORP Basic Materials 9,495.0 $224K 0.00% NEW $23.62 +39.6%
45 DFAU DIMENSIONAL ETF TRUST 4,301.0 $222K 0.00% NEW $51.69 +2.3%
46 CWI SPDR INDEX SHS FDS 5,414.0 $220K 0.00% NEW $40.67 +1.5%
47 MTZ MASTEC INC Industrials 521.0 $217K 0.00% NEW $416.06 -38.6%
48 SYF SYNCHRONY FINANCIAL Financial Services 2,830.0 $215K 0.00% NEW $76.05 +5.2%
49 ENERGY TRANSFER L P 18,635.0 $214K 0.00% NEW $11.46
50 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,635.0 $210K 0.00% NEW $128.55 +2.0%
51 XLB SELECT SECTOR SPDR TR 4,029.0 $205K 0.00% NEW $50.83 +5.4%
52 FN FABRINET Technology 361.0 $203K 0.00% NEW $562.08 -25.1%
53 MSTR STRATEGY INC Technology 2,329.0 $202K 0.00% NEW $86.93 +41.1%
Page 3 of 3  ·  53 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 22.6%
Financial Services 18.3%
Industrials 12.9%
Healthcare 11.9%
Consumer Cyclical 8.8%
Consumer Defensive 7.2%
Communication Services 6.2%
Utilities 5.1%
Energy 5.0%
Basic Materials 1.5%