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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 114 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 TPC TUTOR PERINI CORP Industrials 5,007.0 $336K NEW $67.02 +14.9%
2262 SNEX STONEX GROUP INC Financial Services 3,526.0 $335K NEW $95.13 +18.7%
2263 CRESUD S A C I F Y A 26,517.0 $335K +242.0 +0.9% $12.63
2264 INNOVATOR ETFS TRUST 12,446.0 $334K NEW $26.84
2265 DUSA DAVIS FUNDAMENTAL ETF TR 6,530.0 $334K -504.0 -7.2% $51.13 +8.8%
2266 EWU ISHARES TR 7,590.0 $334K +178.0 +2.4% $43.98 +7.6%
2267 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 18,459.0 $333K +162.0 +0.9% $18.04 -0.7%
2268 JHG JANUS HENDERSON GROUP PLC Financial Services 6,998.0 $333K +1K +18.9% $47.57 +8.7%
2269 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 569.0 $331K -34.0 -5.6% $582.34 -11.8%
2270 SFYF TIDAL TRUST I 5,927.0 $331K +2K +47.3% $55.87 +11.5%
2271 PNW PINNACLE WEST CAP CORP Utilities 3,733.0 $331K +167.0 +4.7% $88.71 +14.9%
2272 SPBO SPDR SERIES TRUST 11,286.0 $331K +4K +57.0% $29.34 -1.6%
2273 WK WORKIVA INC Technology 3,837.0 $331K NEW $86.25 -43.7%
2274 PCG PG&E CORP Utilities 20,583.0 $331K -3K -12.9% $16.07 +2.3%
2275 CAL CALERES INC Consumer Cyclical 27,000.0 $329K $12.17 +8.1%
2276 CMDY ISHARES U S ETF TR 6,694.0 $326K -10K -61.0% $48.75 +26.8%
2277 SRPT SAREPTA THERAPEUTICS INC Healthcare 15,162.0 $326K +1K +8.2% $21.52 -20.4%
2278 HST HOST HOTELS & RESORTS INC Real Estate 18,384.0 $326K +1K +7.8% $17.73 +26.4%
2279 AMH AMERICAN HOMES 4 RENT Real Estate 10,110.0 $325K -973.0 -8.8% $32.10 +0.0%
2280 ENS ENERSYS Industrials 2,210.0 $324K NEW $146.78 +62.8%
Page 114 of 138  ·  2,757 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%