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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 120 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 NVDA CALL NVIDIA CORPORATION Technology 1,500.0 $280K -2K -50.0% $186.50 +17.7%
2382 SKYW SKYWEST INC Industrials 2,785.0 $280K NEW $100.41 -17.1%
2383 FPI FARMLAND PARTNERS INC Real Estate 28,793.0 $279K NEW $9.69 +8.0%
2384 TPYP TORTOISE CAPITAL SERIES TRUS 7,902.0 $279K -266.0 -3.3% $35.29 +24.3%
2385 BBHY J P MORGAN EXCHANGE TRADED F 5,988.0 $278K +837.0 +16.2% $46.50 -1.1%
2386 BWX SPDR SERIES TRUST 12,331.0 $278K NEW $22.53 -2.6%
2387 SN SHARKNINJA INC Consumer Cyclical 2,482.0 $278K NEW $111.90 -8.9%
2388 FTDR FRONTDOOR INC Consumer Cyclical 4,784.0 $276K $57.69 +6.6%
2389 LGN LEGENCE CORP Industrials 6,402.0 $276K NEW $43.04 +90.4%
2390 WLDN WILLDAN GROUP INC Industrials 2,651.0 $275K NEW $103.66 -10.7%
2391 W WAYFAIR INC Consumer Cyclical 2,735.0 $275K -14K -84.0% $100.41 -35.5%
2392 RGTI RIGETTI COMPUTING INC Technology 12,343.0 $273K -19K -60.8% $22.15 -23.8%
2393 INNOVATOR ETFS TRUST 8,674.0 $273K $31.52
2394 CGXU CAPITAL GROUP INTL FOCUS EQT 9,249.0 $273K +951.0 +11.5% $29.55 +13.6%
2395 GRAB GRAB HOLDINGS LIMITED Technology 54,708.0 $273K NEW $4.99 -28.7%
2396 GBDC GOLUB CAP BDC INC Financial Services 20,103.0 $273K +500.0 +2.5% $13.57 -4.4%
2397 LOAR LOAR HOLDINGS INC Industrials 3,999.0 $272K -364.0 -8.3% $68.00 -8.0%
2398 IFN INDIA FD INC Financial Services 19,809.0 $272K NEW $13.71 -16.8%
2399 FNDE SCHWAB STRATEGIC TR 7,517.0 $271K +1K +17.9% $36.06 +12.1%
2400 HWAY THEMES ETF TR 8,755.0 $271K NEW $30.95 +16.3%
Page 120 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%