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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 18 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 741.0 $715K 0.00% -26.0 -3.4% $965.00 -17.7%
342 HWM HOWMET AEROSPACE INC Industrials 2,543.0 $684K 0.00% -308.0 -10.8% $268.86 -2.1%
343 VT VANGUARD INTL EQUITY INDEX F 4,281.0 $672K 0.00% -9K -67.6% $156.95 +2.0%
344 CANADIAN PACIFIC KANSAS CITY 7,653.0 $663K 0.00% -323.0 -4.0% $86.65
345 AIG AMERICAN INTL GROUP INC Financial Services 8,890.0 $663K 0.00% -9K -50.2% $74.53 +3.8%
346 TDY TELEDYNE TECHNOLOGIES INC Technology 990.0 $660K 0.00% -288.0 -22.5% $666.90 -6.3%
347 NOW SERVICENOW INC Technology 6,623.0 $658K 0.00% -6K -45.5% $99.28 +29.0%
348 JBL JABIL INC Technology 1,703.0 $656K 0.00% -449.0 -20.9% $385.48 -20.9%
349 NKE NIKE INC Consumer Cyclical 15,680.0 $644K 0.00% -31K -66.5% $41.05 -0.7%
350 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 14,052.0 $640K 0.00% -997.0 -6.6% $45.52 +33.9%
351 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,678.0 $638K 0.00% -1K -42.2% $380.37 -32.3%
352 SCHF SCHWAB STRATEGIC TR 22,687.0 $628K 0.00% -9K -28.1% $27.70 +2.2%
353 VLTO VERALTO CORP Industrials 6,952.0 $617K 0.00% -8K -54.0% $88.68 +12.1%
354 SU SUNCOR ENERGY INC NEW Energy 11,284.0 $606K 0.00% -4K -27.5% $53.68 +25.5%
355 MAA MID-AMER APT CMNTYS INC Real Estate 4,355.0 $605K 0.00% -748.0 -14.7% $138.94 -4.2%
356 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 3,375.0 $584K 0.00% -454.0 -11.9% $173.12 -6.1%
357 XPO XPO INC Industrials 2,812.0 $577K 0.00% -2K -36.7% $205.29 -6.5%
358 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,634.0 $571K 0.00% -3K -56.5% $216.60 -7.0%
359 SRE SEMPRA Utilities 6,107.0 $566K 0.00% -3K -32.4% $92.71 -8.8%
360 NXPI NXP SEMICONDUCTORS N V Technology 2,010.0 $565K 0.00% -567.0 -22.0% $281.03 -20.8%
Page 18 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%