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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 3 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXC EXELON CORP Utilities 1,140,677.0 $53.2M 0.32% -27K -2.4% $46.62 -4.9%
42 IJK ISHARES TR 447,104.0 $52.5M 0.31% -15K -3.3% $117.50 -2.7%
43 ROST ROSS STORES INC Consumer Cyclical 245,329.0 $52.2M 0.31% -4K -1.5% $212.85 +13.5%
44 QQQ INVESCO QQQ TR Financial Services 70,615.0 $52.0M 0.31% -1K -1.5% $736.40 -4.1%
45 DRI DARDEN RESTAURANTS INC Consumer Cyclical 244,340.0 $50.3M 0.30% -8K -3.3% $206.01 +9.5%
46 COP CONOCOPHILLIPS Energy 478,063.0 $49.7M 0.30% -17K -3.5% $103.96 +28.3%
47 GD GENERAL DYNAMICS CORP Industrials 140,223.0 $49.7M 0.30% -5K -3.4% $354.24 +8.3%
48 RF REGIONS FINANCIAL CORP NEW Financial Services 1,606,432.0 $48.5M 0.29% -20K -1.2% $30.20 +1.4%
49 LIN LINDE PLC Basic Materials 93,340.0 $48.4M 0.29% -1K -1.1% $518.94 -5.6%
50 ETN EATON CORP PLC Industrials 108,671.0 $46.3M 0.28% -11K -9.1% $426.12 -4.1%
51 IJS ISHARES TR 336,656.0 $46.0M 0.28% -31K -8.3% $136.68 +0.9%
52 VMC VULCAN MATLS CO Basic Materials 153,899.0 $45.4M 0.27% -2K -1.1% $295.01 -6.5%
53 V VISA INC Financial Services 131,473.0 $45.1M 0.27% -2K -1.7% $343.09 +11.5%
54 ALL ALLSTATE CORP Financial Services 188,575.0 $44.9M 0.27% -4K -1.9% $237.94 +9.4%
55 MCHP MICROCHIP TECHNOLOGY INC. Technology 476,233.0 $43.4M 0.26% -4K -0.8% $91.20 -18.6%
56 LNT ALLIANT ENERGY CORP Utilities 566,582.0 $43.2M 0.26% -15K -2.6% $76.29 -10.3%
57 IWD ISHARES TR 171,512.0 $41.6M 0.25% -5K -2.8% $242.43 +6.6%
58 TEL TE CONNECTIVITY PLC Technology 190,073.0 $38.3M 0.23% -4K -1.9% $201.61 +0.4%
59 SYY SYSCO CORP Consumer Defensive 452,250.0 $37.8M 0.23% -16K -3.4% $83.58 +0.3%
60 PGR PROGRESSIVE CORP Financial Services 170,970.0 $37.3M 0.22% -4K -2.4% $218.45 +2.5%
Page 3 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%