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Portfolio (Quarterly) Guide ↗

REGIONS FINANCIAL CORP

· CIK 0001281761
13F Portfolio $15.4B AUM 1,039 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 212 Added 457 Reduced 37 Exited
Page 14 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BR BROADRIDGE FINL SOLUTIONS IN Technology 9,736.0 $1.6M 0.01% -1K -11.7% $162.48 -15.3%
262 ECL ECOLAB INC Basic Materials 5,871.0 $1.6M 0.01% -2K -20.9% $266.02 +1.2%
263 VEU VANGUARD INTL EQUITY INDEX F 20,444.0 $1.5M 0.01% -523.0 -2.5% $75.10 +13.1%
264 BXP BXP INC Real Estate 29,029.0 $1.5M 0.01% -2K -6.4% $51.90 +24.7%
265 GNRC GENERAC HLDGS INC Industrials 7,682.0 $1.5M 0.01% -2K -19.9% $195.33 +42.9%
266 ADBE ADOBE INC Technology 6,169.0 $1.5M 0.01% -9K -60.1% $243.08 -19.7%
267 EFX EQUIFAX INC Industrials 8,260.0 $1.5M 0.01% -988.0 -10.7% $180.07 -14.5%
268 GM GENERAL MTRS CO Consumer Cyclical 19,156.0 $1.4M 0.01% -5K -19.9% $74.50 +6.4%
269 BTI BRITISH AMERN TOB PLC Consumer Defensive 24,301.0 $1.4M 0.01% -3K -11.3% $58.47 +0.8%
270 NGG NATIONAL GRID PLC Utilities 16,715.0 $1.4M 0.01% -2K -10.9% $84.60 -6.1%
271 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,995.0 $1.4M 0.01% -2K -29.1% $345.15 -14.6%
272 EVEREST GROUP LTD 4,215.0 $1.4M 0.01% -725.0 -14.7% $326.85
273 KHC KRAFT HEINZ CO Consumer Defensive 60,810.0 $1.4M 0.01% -1K -1.9% $22.49 +1.5%
274 ASX ASE TECHNOLOGY HLDG CO LTD Technology 62,830.0 $1.4M 0.01% -37K -37.0% $21.68 +87.1%
275 IOT SAMSARA INC Technology 42,754.0 $1.4M 0.01% -6K -12.1% $31.69 +0.0%
276 TSCO TRACTOR SUPPLY CO Consumer Cyclical 29,832.0 $1.4M 0.01% -251.0 -0.8% $45.30 -33.2%
277 AZO AUTOZONE INC Consumer Cyclical 399.0 $1.3M 0.01% -157.0 -28.2% $3377.78 -9.3%
278 FIX COMFORT SYS USA INC Industrials 977.0 $1.3M 0.01% -464.0 -32.2% $1378.99 +42.7%
279 AIG AMERICAN INTL GROUP INC Financial Services 17,863.0 $1.3M 0.01% -6K -26.6% $75.25 -1.6%
280 VLTO VERALTO CORP Industrials 15,121.0 $1.3M 0.01% -10K -39.2% $88.42 -5.0%
Page 14 of 23  ·  457 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 19.9%
Financial Services 17.4%
Industrials 12.7%
Healthcare 11.3%
Consumer Cyclical 9.3%
Communication Services 7.8%
Consumer Defensive 7.8%
Energy 6.5%
Utilities 5.2%
Basic Materials 1.5%