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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 14 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4,639.0 $1.7M 0.01% -2K -28.4% $359.00 -1.6%
262 HLI HOULIHAN LOKEY INC Financial Services 12,347.0 $1.7M 0.01% -4K -24.9% $134.13 -3.9%
263 XLV SELECT SECTOR SPDR TR 10,355.0 $1.6M 0.01% -1K -8.9% $158.66 +10.1%
264 BIV VANGUARD BD INDEX FDS 21,062.0 $1.6M 0.01% -2K -8.9% $76.70 -1.5%
265 IAC PEOPLE INC Technology 34,991.0 $1.6M 0.01% -9K -20.1% $46.16 -0.0%
266 CCI CROWN CASTLE INC Real Estate 21,270.0 $1.6M 0.01% -13K -37.8% $75.73 +0.9%
267 SWKS SKYWORKS SOLUTIONS INC Technology 23,703.0 $1.6M 0.01% -9K -26.5% $67.80 -1.4%
268 VNQ VANGUARD INDEX FDS 16,295.0 $1.6M 0.01% -3K -17.3% $96.43 +2.8%
269 COF CAPITAL ONE FINL CORP Financial Services 7,704.0 $1.5M 0.01% -3K -25.2% $200.62 +7.8%
270 GILD GILEAD SCIENCES INC Healthcare 12,157.0 $1.5M 0.01% -88.0 -0.7% $126.34 +16.1%
271 BIO BIO RAD LABS INC Healthcare 5,222.0 $1.5M 0.01% -5K -48.0% $293.61 +30.0%
272 ASX ASE TECHNOLOGY HLDG CO LTD Technology 33,969.0 $1.5M 0.01% -29K -45.9% $45.12 -19.7%
273 GWW WW GRAINGER INC Industrials 1,113.0 $1.5M 0.01% -9.0 -0.8% $1360.40 -2.8%
274 FIX COMFORT SYS USA INC Industrials 761.0 $1.5M 0.01% -216.0 -22.1% $1981.95 -18.8%
275 Q QNITY ELECTRONICS INC Technology 8,716.0 $1.4M 0.01% -707.0 -7.5% $163.31 -22.7%
276 SBAC SBA COMMUNICATIONS CORP Real Estate 8,058.0 $1.4M 0.01% -3K -28.8% $176.46 +4.9%
277 KHC KRAFT HEINZ CO Consumer Defensive 59,856.0 $1.4M 0.01% -954.0 -1.6% $23.62 +8.7%
278 MUR MURPHY OIL CORP Energy 42,414.0 $1.4M 0.01% -14K -25.5% $32.56 +10.6%
279 BXP BXP INC Real Estate 20,797.0 $1.4M 0.01% -8K -28.4% $66.31 +5.5%
280 NDAQ NASDAQ INC Financial Services 16,741.0 $1.3M 0.01% -3K -15.8% $78.82 +25.3%
Page 14 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%