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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 39 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EXP EAGLE MATLS INC Basic Materials 1,239.0 $279K 0.00% -510.0 -29.2% $225.00 -9.2%
762 LECO LINCOLN ELEC HLDGS INC Industrials 1,048.0 $278K 0.00% -384.0 -26.8% $265.51 +6.3%
763 VENTURE GLOBAL INC 25,000.0 $278K 0.00% $11.13
764 ARES ARES MANAGEMENT CORPORATION Financial Services 2,498.0 $278K 0.00% -3K -57.6% $111.31 +25.8%
765 SGOV ISHARES TR 2,750.0 $277K 0.00% -16K -85.4% $100.67 -0.0%
766 FNDX SCHWAB STRATEGIC TR 8,852.0 $275K 0.00% -6K -40.6% $31.10 +4.7%
767 PRK PARK NATL CORP Financial Services 1,500.0 $274K 0.00% -928.0 -38.2% $182.99 +11.2%
768 RACE FERRARI N V Consumer Cyclical 736.0 $274K 0.00% -2K -69.9% $372.29 +14.0%
769 LAMR LAMAR ADVERTISING CO Real Estate 1,752.0 $273K 0.00% $155.98 -2.1%
770 VHT VANGUARD WORLD FD 908.0 $272K 0.00% -215.0 -19.1% $299.01 +9.5%
771 OUNZ VANECK MERK GOLD ETF Financial Services 7,000.0 $270K 0.00% NEW $38.59 +15.9%
772 FTV FORTIVE CORP Technology 4,393.0 $268K 0.00% -318.0 -6.8% $61.09 -1.0%
773 SPG SIMON PPTY GROUP INC NEW Real Estate 1,193.0 $267K 0.00% -652.0 -35.3% $223.65 -1.3%
774 DORM DORMAN PRODS INC Consumer Cyclical 1,951.0 $266K 0.00% -858.0 -30.5% $136.45 -3.9%
775 SMURFIT WESTROCK PLC 5,685.0 $263K 0.00% NEW $46.26
776 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,126.0 $262K 0.00% NEW $233.10 +2.0%
777 IWX ISHARES TR 2,491.0 $262K 0.00% +73.0 +3.0% $105.16 +7.4%
778 SAP SAP SE Technology 1,680.0 $259K 0.00% -3K -65.7% $154.11 +41.9%
779 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,005.0 $259K 0.00% $86.09 +17.3%
780 KWR QUAKER HOUGHTON Basic Materials 1,627.0 $258K 0.00% -321.0 -16.5% $158.87 +2.1%
Page 39 of 43  ·  856 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%