Fund Holdings

REGIONS FINANCIAL CORP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F3,386,9925,772,617+2,385,625182,084,690312,009,9492.03%+129,925,259
EXXON MOBIL CORP1,795,6091,738,245-57,364216,083,587294,910,6461.91%+78,827,059
ISHARES TR
CORE UNIVRSL USD
01,037,651+1,037,651047,929,1000.31%+47,929,100
RTX CORPORATION(RTX)184,039399,761+215,72233,752,75377,113,8970.50%+43,361,144
CHEVRON CORPORATION(CVX)793,863778,563-15,300120,992,660161,084,6851.05%+40,092,025
SCHWAB STRATEGIC TR9,160,9809,245,351+84,371414,167,905452,375,0252.94%+38,207,120
BOEING CO(BA)25,049182,011+156,9625,438,63936,225,6490.24%+30,787,010
SLB LIMITED(SLB)448,342931,475+483,13317,207,36647,868,5010.31%+30,661,135
VANGUARD INDEX FDS945,4811,055,840+110,359274,397,496303,216,1311.97%+28,818,635
MORGAN STANLEY(MS)20,928196,183+175,2553,715,34832,285,8360.21%+28,570,488
ISHARES TR9,971,28110,146,012+174,731658,104,546685,160,1914.45%+27,055,645
SOUTHSTATE BK CORP0271,444+271,444025,113,9990.16%+25,113,999
WALMART INC(WMT)2,192,1072,161,904-30,203244,222,680268,681,4721.74%+24,458,792
MERCK & CO INC(MRK)1,277,6781,317,370+39,692134,488,387158,466,4371.03%+23,978,050
REGENERON PHARMACEUTICALS(REGN)2,87632,790+29,9142,219,89825,334,8650.16%+23,114,967
GE VERNOVA INC(GEV)98,72797,041-1,68664,525,00684,707,0900.55%+20,182,084
VANGUARD TAX-MANAGED FDS8,032,7158,136,420+103,705501,803,706521,381,7933.39%+19,578,087
LINDE PLC(LIN)67,15794,368+27,21128,635,07446,783,8800.30%+18,148,806
JOHNSON & JOHNSON(JNJ)902,678837,398-65,280186,809,212204,693,5671.33%+17,884,355
TEXAS INSTRS INC(TXN)271,424332,250+60,82647,089,35064,503,0150.42%+17,413,665
CONOCOPHILLIPS(COP)517,504495,338-22,16648,443,54965,384,6160.42%+16,941,067
ISHARES TR4,010,1294,011,360+1,231481,937,303498,652,1613.24%+16,714,858
NEXTERA ENERGY INC(NEE)1,560,3041,522,904-37,400125,261,206141,447,3240.92%+16,186,118
SNAP ON INC(SNA)724,468722,531-1,937249,651,672262,437,7091.70%+12,786,037
COSTCO WHOLESALE CORPORATION(COST)91,68389,193-2,49079,061,91888,874,5810.58%+9,812,663
QUANTA SVCS INC135,672121,815-13,85757,261,72466,878,8710.43%+9,617,147
CATERPILLAR INC(CAT)67,33467,529+19538,573,62947,841,5960.31%+9,267,967
CSX CORP(CSX)810,211935,684+125,47329,370,14938,409,8280.25%+9,039,679
ROSS STORES INC(ROST)253,053249,088-3,96545,584,96753,959,9330.35%+8,374,966
SELECT SECTOR SPDR TR
ST STR TECHN ETF
059,145+59,14507,860,3700.05%+7,860,370
HILTON WORLDWIDE HLDGS INC(HLT)14,09435,365+21,2714,048,50210,753,7890.07%+6,705,287
AT&T INC(T)1,913,6201,849,061-64,55947,534,32153,604,2780.35%+6,069,957
SELECT SECTOR SPDR TR
ST STR ENERG ETF
089,344+89,34405,473,2130.04%+5,473,213
SPDR SERIES TRUST
ST STR SP DIV
037,406+37,40605,459,0320.04%+5,459,032
EXELON CORP(EXC)1,190,0491,168,122-21,92751,874,23657,261,3410.37%+5,387,105
ISHARES INC
CORE MSCI EMKT
987,5071,028,156+40,64966,380,22071,713,8820.47%+5,333,662
XCEL ENERGY INC(XEL)1,042,7321,032,974-9,75877,016,18582,059,4540.53%+5,043,269
SPDR SERIES TRUST
ST STR P500GRW
049,794+49,79404,875,3310.03%+4,875,331
AMERICAN ELEC PWR CO INC286,365287,278+91333,020,74837,656,4000.24%+4,635,652
HUBBELL INC(HUBB)129,936126,817-3,11957,705,87762,234,1750.40%+4,528,298
HASBRO INC(HAS)342,455345,148+2,69328,081,31032,305,8530.21%+4,224,543
TAPESTRY INC(TPR)200,301210,368+10,06725,592,45929,685,0280.19%+4,092,569
DARDEN RESTAURANTS INC(DRI)248,334252,684+4,35045,698,42249,536,1710.32%+3,837,749
ALLIANT ENERGY CORP(LNT)588,456581,906-6,55038,255,52441,757,5740.27%+3,502,050
COCA COLA CO(KO)1,135,4571,088,902-46,55579,379,79982,810,9970.54%+3,431,198
MCDONALDS CORP(MCD)377,837382,303+4,466115,478,322118,815,9500.77%+3,337,628
SELECT SECTOR SPDR TR
ST STR INDL ETF
020,569+20,56903,326,6240.02%+3,326,624
TJX COS INC NEW(TJX)971,468955,066-16,402149,227,199152,524,0400.99%+3,296,841
POOL CORP(POOL)4,80420,557+15,7531,098,9164,159,2980.03%+3,060,382
T-MOBILE US INC(TMUS)390,578388,871-1,70779,302,95781,674,5760.53%+2,371,619
SELECT SECTOR SPDR TR
ST STR FINL ETF
047,576+47,57602,348,8270.02%+2,348,827
VANGUARD INDEX FDS168,052174,447+6,39543,349,01345,691,1580.30%+2,342,145
DEERE & CO(DE)26,99926,232-76712,569,92514,776,4860.10%+2,206,561
SELECT SECTOR SPDR TR
ST STR DISCR ETF
019,547+19,54702,130,2320.01%+2,130,232
WASTE MGMT INC DEL(WM)481,843469,501-12,342105,865,726107,886,6350.70%+2,020,909
ISHARES TR299,469316,754+17,28528,829,88030,797,9910.20%+1,968,111
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
144,287182,064+37,7777,349,9809,281,6230.06%+1,931,643
SOUTHERN CO(SO)186,388187,735+1,34716,253,03418,120,1820.12%+1,867,148
UNITED RENTALS INC(URI)4492,938+2,489363,3852,140,5090.01%+1,777,124
PALO ALTO NETWORKS INC(PANW)14,94428,140+13,1962,752,6854,511,4050.03%+1,758,720
UNILEVER PLC(UL)030,607+30,60701,743,6810.01%+1,743,681
VICTORY PORTFOLIOS II
VICT FR GROW ETF
063,575+63,57501,671,7490.01%+1,671,749
SELECT SECTOR SPDR TR
ST STR CARE ETF
011,366+11,36601,666,3690.01%+1,666,369
VALERO ENERGY CORP(VLO)19,33719,236-1013,147,8704,752,8300.03%+1,604,960
ISHARES TR1,452,7451,427,520-25,22579,479,67981,068,8600.53%+1,589,181
LOCKHEED MARTIN CORP(LMT)20,64919,151-1,4989,987,30211,574,6730.08%+1,587,371
ISHARES TR
FLTG RATE NT ETF
11,99042,489+30,499609,8112,164,8150.01%+1,555,004
ARCHER DANIELS MIDLAND CO102,104102,095-95,869,9597,421,2860.05%+1,551,327
ISHARES TR464,139462,176-1,96344,965,78646,504,1490.30%+1,538,363
HAWKINS INC(HWKN)9,79818,446+8,6481,391,9042,833,3060.02%+1,441,402
PACKAGING CORP AMER(PKG)342,959339,890-3,06970,728,43472,131,4560.47%+1,403,022
EMCOR GROUP INC(EME)18,39417,117-1,27711,253,26512,637,6520.08%+1,384,387
MAGNUM ICE CREAM CO NV(MICC)090,818+90,81801,357,7290.01%+1,357,729
TOTALENERGIES SE(TTE)014,727+14,72701,339,8620.01%+1,339,862
VANGUARD BD INDEX FDS271,894294,083+22,18918,902,07120,227,0290.13%+1,324,958
VANGUARD INDEX FDS18,92325,052+6,1293,614,1044,915,2020.03%+1,301,098
EA SERIES TRUST
ALPHA ARCHITECT
027,580+27,58001,282,9500.01%+1,282,950
MICROCHIP TECHNOLOGY INC.(MCHP)467,162480,208+13,04629,767,56231,026,2390.20%+1,258,677
ENTEGRIS INC(ENTG)41,79040,679-1,1113,520,8074,769,2060.03%+1,248,399
SELECT SECTOR SPDR TR
ST STR UTIL ETF
026,603+26,60301,220,8120.01%+1,220,812
APPLIED MATLS INC25,13422,392-2,7426,459,1867,653,3620.05%+1,194,176
RBC BEARINGS INC(RBC)19,02017,870-1,1508,529,1399,705,5540.06%+1,176,415
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,84114,920+6,0791,693,5822,863,4460.02%+1,169,864
TORO CO103,41999,304-4,1158,141,1449,278,9660.06%+1,137,822
HONEYWELL INTL INC(HON)68,48664,117-4,36913,360,93314,492,3650.09%+1,131,432
VERTIV HOLDINGS CO(VRT)11,64412,018+3741,886,4453,011,4710.02%+1,125,026
MEDLINE INC(MDLN)025,000+25,00001,112,5000.01%+1,112,500
DBX ETF TR446,112485,039+38,92716,430,30517,539,0110.11%+1,108,706
QNITY ELECTRONICS INC(Q)09,423+9,42301,087,2260.01%+1,087,226
KEYSIGHT TECHNOLOGIES INC(KEYS)20,73418,754-1,9804,212,9415,295,5670.03%+1,082,626
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
026,684+26,68401,053,4840.01%+1,053,484
TAIWAN SEMICONDUCTOR MANUFAC(TSM)42,96141,739-1,22213,055,41914,105,6950.09%+1,050,276
ISHARES TR20,25630,167+9,9112,174,4823,218,2160.02%+1,043,734
SPDR SERIES TRUST
ST STR P500VAL
018,128+18,12801,025,6820.01%+1,025,682
STRATEGY INC(MSTR)014,500+14,50001,025,1500.01%+1,025,150
ISHARES TR
CORE HIGH DV ETF
63,93164,805+8747,774,6488,795,3350.06%+1,020,687
PEPSICO INC(PEP)150,035145,183-4,85221,533,02322,545,4680.15%+1,012,445
AAON INC3,55115,269+11,718270,7641,263,5100.01%+992,746
ISHARES TR234,089239,759+5,67049,643,25550,625,1130.33%+981,858
ISHARES TR188,266207,277+19,0119,955,50610,894,4790.07%+938,973
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