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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 10 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAS MASCO CORP Industrials 39,145.0 $3.2M 0.02% -14K -26.2% $81.37 -10.0%
182 TGT TARGET CORP Consumer Defensive 24,152.0 $3.2M 0.02% -2K -7.6% $130.61 +30.1%
183 ENB ENBRIDGE INC Energy 58,040.0 $3.1M 0.02% -394.0 -0.7% $54.21 -7.6%
184 TWLO TWILIO INC Communication Services 15,218.0 $3.1M 0.02% -4K -22.2% $206.33 +7.9%
185 WDAY WORKDAY INC Technology 25,457.0 $3.1M 0.02% -2K -5.8% $122.42 +62.7%
186 EMB ISHARES TR 32,199.0 $3.1M 0.02% -427.0 -1.3% $96.44 -1.6%
187 VRT VERTIV HOLDINGS CO Industrials 9,269.0 $3.1M 0.02% -3K -22.9% $334.82 -23.8%
188 GPN GLOBAL PMTS INC Industrials 42,693.0 $3.1M 0.02% -5K -11.2% $72.56 +30.0%
189 AON AON PLC Financial Services 9,166.0 $3.0M 0.02% -2K -16.2% $331.69 +8.3%
190 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 24,353.0 $3.0M 0.02% -5K -17.0% $123.11 +32.4%
191 FANG DIAMONDBACK ENERGY INC Energy 16,958.0 $3.0M 0.02% -2K -8.9% $175.78 +17.0%
192 MCO MOODYS CORP Financial Services 6,570.0 $3.0M 0.02% -685.0 -9.4% $452.92 +12.9%
193 VOT VANGUARD INDEX FDS 9,676.0 $3.0M 0.02% -1K -9.7% $306.30 -1.3%
194 FDX FEDEX CORP Industrials 9,376.0 $2.9M 0.02% -1K -11.9% $313.13 +6.7%
195 VIG VANGUARD SPECIALIZED FUNDS 12,371.0 $2.9M 0.02% -191.0 -1.5% $236.62 +3.4%
196 ARW ARROW ELECTRS INC Technology 13,487.0 $2.9M 0.02% -5K -28.2% $213.41 -5.4%
197 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 82,844.0 $2.9M 0.02% -7K -7.5% $34.53 +24.5%
198 WMB WILLIAMS COS INC Energy 37,826.0 $2.8M 0.02% -4K -9.7% $74.34 -4.5%
199 DHI D R HORTON INC Consumer Cyclical 17,128.0 $2.8M 0.02% -5K -22.6% $162.88 -8.5%
200 PLTR PALANTIR TECHNOLOGIES INC Technology 23,586.0 $2.8M 0.02% -2K -8.2% $116.67 +50.8%
Page 10 of 24  ·  474 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%