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Portfolio (Quarterly) Guide ↗

TRUIST FINANCIAL CORP

· CIK 0000092230
13F Portfolio $75.0B AUM 5,167 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 1053 Added 1201 Reduced 135 Exited
Page 53 of 61  ·  1,201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 569.0 $331K -34.0 -5.6% $582.34 -12.5%
1042 PCG PG&E CORP Utilities 20,583.0 $331K -3K -12.9% $16.07 +1.0%
1043 CMDY ISHARES U S ETF TR 6,694.0 $326K -10K -61.0% $48.75 +27.0%
1044 AMH AMERICAN HOMES 4 RENT Real Estate 10,110.0 $325K -973.0 -8.8% $32.10 -0.5%
1045 Z ZILLOW GROUP INC Communication Services 4,746.0 $324K -3K -41.2% $68.23 -46.8%
1046 OSCR OSCAR HEALTH INC Healthcare 22,435.0 $322K -591.0 -2.6% $14.37 +63.5%
1047 INNOVATOR ETFS TRUST 11,797.0 $321K -150.0 -1.3% $27.24
1048 INGR INGREDION INC Consumer Defensive 2,856.0 $315K -2K -46.3% $110.25 -9.1%
1049 EVN EATON VANCE MUNI INCOME TRUS Financial Services 29,252.0 $315K -2K -6.1% $10.76 -2.0%
1050 STAG STAG INDL INC Real Estate 8,555.0 $314K -627.0 -6.8% $36.76 +3.4%
1051 BRBR BELLRING BRANDS INC Consumer Defensive 11,633.0 $311K -45K -79.4% $26.73 -66.6%
1052 ARTY ISHARES TR 6,435.0 $310K -411.0 -6.0% $48.18 +36.6%
1053 UNF UNIFIRST CORP MASS Industrials 1,601.0 $309K -174.0 -9.8% $192.90 +36.3%
1054 ICLN ISHARES TR 18,721.0 $308K -2K -8.0% $16.43 +31.0%
1055 EART GLOBAL X FDS 10,941.0 $304K -1K -11.8% $27.78 +14.3%
1056 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 13,573.0 $303K -7K -34.3% $22.32 -27.5%
1057 CART MAPLEBEAR INC Consumer Cyclical 6,734.0 $303K -4K -39.1% $44.98 -8.7%
1058 LEA LEAR CORP Consumer Cyclical 2,618.0 $300K -2K -43.9% $114.60 +15.5%
1059 SMG SCOTTS MIRACLE-GRO CO Basic Materials 5,129.0 $299K -4K -45.9% $58.35 -1.1%
1060 DTD WISDOMTREE TR 3,526.0 $299K -617.0 -14.9% $84.88 +8.2%
Page 53 of 61  ·  1,201 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 27.1%
Financial Services 22.7%
Industrials 9.0%
Healthcare 8.7%
Communication Services 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 8.3%
Energy 3.3%
Utilities 1.8%
Basic Materials 1.3%