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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 5 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTC INTEL CORP Technology 138,950.0 $19.4M 0.12% -10K -6.9% $139.63 -37.5%
82 CB CHUBB LIMITED Financial Services 55,666.0 $19.0M 0.11% -4K -6.5% $340.74 +1.5%
83 PEP PEPSICO INC Consumer Defensive 139,356.0 $18.9M 0.11% -6K -4.0% $135.40 +6.8%
84 KKR KKR & CO INC 199,808.0 $18.3M 0.11% -6K -2.9% $91.78
85 MUB ISHARES TR 167,042.0 $18.0M 0.11% -10K -5.7% $107.62 -2.1%
86 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 36,410.0 $17.4M 0.10% -5K -12.8% $477.57 -14.1%
87 EMR EMERSON ELEC CO Industrials 118,576.0 $17.0M 0.10% -6K -5.2% $143.15 +10.1%
88 DFAC DIMENSIONAL ETF TRUST 381,545.0 $16.9M 0.10% -3K -0.8% $44.36 +2.5%
89 DE DEERE & CO Industrials 25,305.0 $16.1M 0.10% -927.0 -3.5% $634.33 +2.3%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 63,942.0 $14.3M 0.09% -4K -6.6% $223.95 +26.4%
91 AMAT APPLIED MATLS INC Technology 19,485.0 $14.1M 0.08% -3K -13.0% $723.00 -33.0%
92 VTEB VANGUARD MUN BD FDS 274,505.0 $13.9M 0.08% -21K -7.1% $50.58 -2.1%
93 ITW ILLINOIS TOOL WKS INC Industrials 48,751.0 $13.2M 0.08% -4K -6.8% $270.47 +5.0%
94 APH AMPHENOL CORP Technology 73,768.0 $13.0M 0.08% -1K -1.8% $176.32 -11.8%
95 SPGI S&P GLOBAL INC Financial Services 31,623.0 $12.9M 0.08% -63K -66.7% $407.26 +6.9%
96 TSLA TESLA INC Consumer Cyclical 30,405.0 $12.8M 0.08% -2K -5.6% $420.60 -17.0%
97 GPC GENUINE PARTS CO Consumer Cyclical 107,080.0 $12.6M 0.07% -7K -6.5% $117.98 +15.0%
98 TRV TRAVELERS COMPANIES INC Financial Services 38,244.0 $12.6M 0.07% -3K -6.2% $330.12 +12.2%
99 EME EMCOR GROUP INC Industrials 14,989.0 $12.4M 0.07% -2K -12.4% $829.88 -7.8%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 283,127.0 $12.0M 0.07% -72K -20.3% $42.34 +18.4%
Page 5 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%