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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 12 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HSY HERSHEY CO Consumer Defensive 13,174.0 $2.3M 0.01% -870.0 -6.2% $175.45 +8.3%
222 CENCORA INC 7,991.0 $2.3M 0.01% -3K -24.4% $282.98
223 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,050.0 $2.2M 0.01% -27.0 -2.5% $2080.79 +4.9%
224 JEPI J P MORGAN EXCHANGE TRADED F 38,557.0 $2.2M 0.01% -3K -7.1% $56.48 +2.9%
225 CNC CENTENE CORP DEL Healthcare 32,795.0 $2.1M 0.01% -8K -19.2% $64.19 +2.3%
226 EWBC EAST WEST BANCORP INC Financial Services 16,199.0 $2.1M 0.01% -7K -28.8% $129.09 -0.1%
227 GVI ISHARES TR 19,592.0 $2.1M 0.01% -11K -35.0% $106.09 -0.7%
228 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,939.0 $2.1M 0.01% -21.0 -0.7% $703.34 -1.3%
229 ALB ALBEMARLE CORP Basic Materials 15,280.0 $2.1M 0.01% -6K -29.0% $135.03 +4.8%
230 RSP INVESCO EXCHANGE TRADED FD T 9,609.0 $2.0M 0.01% -5K -35.6% $212.77 +4.3%
231 CHRW C H ROBINSON WORLDWIDE IN Industrials 10,817.0 $2.0M 0.01% -4K -26.5% $188.34 -24.1%
232 BK BANK OF NY MELLON CORP Financial Services 14,005.0 $2.0M 0.01% -253.0 -1.8% $144.61 -0.6%
233 IEI ISHARES TR 17,038.0 $2.0M 0.01% -610.0 -3.5% $117.45 -0.8%
234 ROAD CONSTRUCTION PARTNERS INC Industrials 16,834.0 $2.0M 0.01% -2K -10.6% $118.77 -8.7%
235 ULTA ULTA BEAUTY INC Consumer Cyclical 4,432.0 $2.0M 0.01% -1K -20.7% $450.98 +19.5%
236 MSI MOTOROLA SOLUTIONS INC Technology 4,803.0 $2.0M 0.01% -1K -17.9% $415.29 +15.9%
237 CTAS CINTAS CORP Industrials 11,699.0 $2.0M 0.01% -4K -23.4% $170.08 +21.9%
238 ST SENSATA TECHNOLOGIES HLDG PL Technology 41,665.0 $2.0M 0.01% -16K -28.1% $47.74 -12.1%
239 MDT MEDTRONIC PLC Healthcare 25,340.0 $2.0M 0.01% -9K -25.8% $78.23 +18.8%
240 DDOG DATADOG INC Technology 7,591.0 $2.0M 0.01% -7K -46.6% $260.36 -13.3%
Page 12 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%