Fund Holdings

REGIONS FINANCIAL CORP

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,395,1422,472,420+77,278378,408,484461,304,1243.00%+82,895,640
APPLE INC(AAPL)1,622,0671,605,256-16,811332,799,487408,746,3352.66%+75,946,848
JOHNSON & JOHNSON(JNJ)661,566900,494+238,928101,054,207166,969,5971.09%+65,915,390
ALPHABET INC(GOOG)862,895862,885-10152,067,986209,767,3441.37%+57,699,358
ISHARES TR1,124,0181,124,371+353697,902,776752,541,5114.90%+54,638,735
BROADCOM INC(AVGO)349,663453,934+104,27196,384,606149,757,3660.98%+53,372,760
DOLLAR GEN CORP NEW(DG)0502,184+502,184051,900,7170.34%+51,900,717
ISHARES TR9,107,5389,444,439+336,901564,849,507616,344,0894.01%+51,494,582
ABBVIE INC(ABBV)662,841707,166+44,325123,036,546163,737,2161.07%+40,700,670
ISHARES TR3,798,8763,831,895+33,019415,179,158455,344,0832.97%+40,164,925
VANGUARD TAX-MANAGED FDS7,644,3267,888,993+244,667435,803,026472,708,4603.08%+36,905,434
ORACLE CORP(ORCL)434,379441,165+6,78694,968,280124,073,2450.81%+29,104,965
VANGUARD INDEX FDS846,877900,601+53,724236,981,591264,542,5371.72%+27,560,946
JPMORGAN CHASE & CO.(JPM)1,168,1491,155,383-12,766338,658,076364,442,4602.37%+25,784,384
SNAP ON INC(SNA)725,470725,140-330225,751,754251,282,7651.64%+25,531,011
ISHARES TR2,786,8652,750,825-36,040306,833,837332,079,5942.16%+25,245,757
HASBRO INC(HAS)4,505333,925+329,420332,55925,328,2110.16%+24,995,652
MICROSOFT CORP(MSFT)1,213,7611,213,062-699603,736,859628,305,4634.09%+24,568,604
TJX COS INC NEW(TJX)982,186979,221-2,965121,290,149141,536,6030.92%+20,246,454
VANGUARD INTL EQUITY INDEX F3,270,4273,354,099+83,672161,755,319181,725,0841.18%+19,969,765
ALPHABET INC(GOOG)277,041278,486+1,44549,144,30367,825,2650.44%+18,680,962
KKR & CO INC(KKR)22,528160,506+137,9782,996,90020,857,7550.14%+17,860,855
TAPESTRY INC(TPR)0154,743+154,743017,520,0020.11%+17,520,002
ISHARES TR467,049455,138-11,911198,299,665213,191,1911.39%+14,891,526
VANGUARD INDEX FDS385,606381,283-4,323219,035,776233,490,0831.52%+14,454,307
XCEL ENERGY INC(XEL)1,025,6211,034,099+8,47869,844,79083,400,0840.54%+13,555,294
ROYAL BK CDA(RY)793,651793,6510104,404,789116,920,6650.76%+12,515,876
GLOBE LIFE INC801,594777,047-24,54799,630,118111,094,4100.72%+11,464,292
PACKAGING CORP AMER(PKG)346,814346,500-31465,357,09975,512,7450.49%+10,155,646
TE CONNECTIVITY PLC(TEL)201,958199,783-2,17534,064,25643,858,3620.29%+9,794,106
EATON CORP PLC(ETN)212,843228,101+15,25875,982,82385,366,7990.56%+9,383,976
WALMART INC(WMT)2,268,6682,243,069-25,599221,830,390231,170,7271.51%+9,340,337
CHEVRON CORP NEW(CVX)823,382814,996-8,386117,900,069126,560,7290.82%+8,660,660
GOLDMAN SACHS GROUP INC(GS)79,57581,244+1,66956,319,20764,698,6600.42%+8,379,453
NEXTERA ENERGY INC(NEE)1,597,6981,580,090-17,608110,912,195119,280,9940.78%+8,368,799
ISHARES TR059,226+59,22608,034,0070.05%+8,034,007
HOME DEPOT INC(HD)251,572247,014-4,55892,236,358100,087,6030.65%+7,851,245
BLACKROCK INC(BLK)82,98581,330-1,65587,072,01394,820,2080.62%+7,748,195
FIFTH THIRD BANCORP(FITB)1,786,6151,818,469+31,85473,483,47581,012,7940.53%+7,529,319
EXXON MOBIL CORP1,821,3221,806,157-15,165196,338,511203,644,2031.33%+7,305,692
ISHARES TR1,036,6011,069,670+33,06986,535,45293,392,8880.61%+6,857,436
ROSS STORES INC(ROST)247,880252,110+4,23031,624,53038,419,0430.25%+6,794,513
BOOKING HOLDINGS INC(BKNG)3861,657+1,2712,234,6468,946,5900.06%+6,711,944
QUANTA SVCS INC127,171131,982+4,81148,080,81254,695,9800.36%+6,615,168
MCDONALDS CORP(MCD)372,714379,738+7,024108,895,849115,398,5800.75%+6,502,731
GENERAL DYNAMICS CORP(GD)154,827150,947-3,88045,156,84351,472,9270.34%+6,316,084
VULCAN MATLS CO(VMC)162,025157,323-4,70242,259,36148,395,7010.32%+6,136,340
CATERPILLAR INC(CAT)78,54076,565-1,97530,490,01436,532,9900.24%+6,042,976
ISHARES TR1,476,0841,439,689-36,39571,206,29276,879,3930.50%+5,673,101
ISHARES TR283,440276,142-7,29861,163,51766,815,3190.44%+5,651,802
ISHARES INC932,137932,877+74055,956,18461,495,2520.40%+5,539,068
VANGUARD INDEX FDS316,007309,447-6,56096,044,007101,551,2220.66%+5,507,215
INSTALLED BLDG PRODS INC(IBP)021,235+21,23505,237,8250.03%+5,237,825
NORFOLK SOUTHN CORP(NSC)130,283127,956-2,32733,348,54038,439,2620.25%+5,090,722
TAIWAN SEMICONDUCTOR MFG LTD(TSM)30,99243,246+12,2547,019,37812,078,1750.08%+5,058,797
T-MOBILE US INC(TMUS)371,018387,830+16,81288,398,74892,838,7460.60%+4,439,998
CBRE GROUP INC(CBRE)177,086184,926+7,84024,813,29029,136,9410.19%+4,323,651
MERCK & CO INC(MRK)1,308,0031,283,487-24,516103,541,518107,723,0640.70%+4,181,546
INVESCO QQQ TR65,08566,573+1,48835,903,48939,968,4320.26%+4,064,943
ISHARES TR467,602482,834+15,23242,542,43046,298,9520.30%+3,756,522
THERMO FISHER SCIENTIFIC INC(TMO)68,07764,641-3,43627,602,50031,352,1780.20%+3,749,678
TESLA INC(TSLA)31,07530,473-6029,871,28513,551,9520.09%+3,680,667
ISHARES TR2,150,5782,098,244-52,334192,240,168195,913,0421.28%+3,672,874
ALLIANT ENERGY CORP(LNT)603,444593,411-10,03336,490,25940,001,8350.26%+3,511,576
ALLSTATE CORP(ALL)196,701200,413+3,71239,597,87843,018,6500.28%+3,420,772
AMERICAN ELEC PWR CO INC269,850279,220+9,37027,999,63631,412,2520.20%+3,412,616
ABBOTT LABS141,879169,419+27,54019,296,96322,691,9800.15%+3,395,017
PNC FINL SVCS GROUP INC(PNC)246,960245,841-1,11946,038,28349,396,8320.32%+3,358,549
SHOPIFY INC(SHOP)021,268+21,26803,160,6380.02%+3,160,638
QIAGEN NV(QGEN)069,082+69,08203,086,5840.02%+3,086,584
VANGUARD INDEX FDS150,490152,271+1,78135,663,12138,719,4700.25%+3,056,349
ASML HOLDING N V12,44613,366+9209,974,10012,939,4910.08%+2,965,391
RTX CORPORATION(RTX)194,090185,992-8,09828,341,02231,122,0420.20%+2,781,020
SCHWAB STRATEGIC TR9,708,8419,105,382-603,459388,547,817391,167,2112.55%+2,619,394
AMPHENOL CORP NEW97,44997,510+619,623,08912,066,8620.08%+2,443,773
ARISTA NETWORKS INC(ANET)50,50451,130+6265,167,0647,450,1520.05%+2,283,088
ISHARES TR291,489301,183+9,69426,808,24329,079,2180.19%+2,270,975
SYSCO CORP(SYY)517,635503,083-14,55239,205,67441,423,8540.27%+2,218,180
BANK AMERICA CORP325,662341,306+15,64415,410,32617,607,9760.11%+2,197,650
ADVANCED MICRO DEVICES INC(AMD)84,37487,397+3,02311,972,67114,139,9600.09%+2,167,289
OREILLY AUTOMOTIVE INC(ORLY)123,221123,097-12411,105,90813,271,0870.09%+2,165,179
CONOCOPHILLIPS(COP)542,183535,579-6,60448,655,50250,660,4180.33%+2,004,916
SPOTIFY TECHNOLOGY S A(SPOT)8523,791+2,939653,7732,646,1180.02%+1,992,345
DIMENSIONAL ETF TRUST363,539388,986+25,44713,029,23815,003,1900.10%+1,973,952
BERKSHIRE HATHAWAY INC DEL88,64289,561+91943,059,62545,025,8970.29%+1,966,272
SYNOPSYS INC(SNPS)4,7528,860+4,1082,436,2564,371,4360.03%+1,935,180
HAWKINS INC(HWKN)010,040+10,04001,834,5090.01%+1,834,509
METLIFE INC(MET)847,320849,389+2,06968,141,47569,964,1720.46%+1,822,697
EXELON CORP(EXC)1,210,8981,207,114-3,78452,577,19154,332,2010.35%+1,755,010
MERCADOLIBRE INC(MELI)3881,158+7701,014,0882,706,1770.02%+1,692,089
SEA LTD(SE)09,336+9,33601,668,6230.01%+1,668,623
MASTERCARD INCORPORATED(MA)133,216134,538+1,32274,859,39976,526,5600.50%+1,667,161
SMARTFINANCIAL INC(SMBK)046,139+46,13901,648,5460.01%+1,648,546
ISHARES TR40,21255,409+15,1974,276,1445,916,5730.04%+1,640,429
SCHLUMBERGER LTD(SLB)426,015465,976+39,96114,399,30716,015,5950.10%+1,616,288
HUBBELL INC(HUBB)134,574131,449-3,12554,961,36856,563,8190.37%+1,602,451
OLD REP INTL CORP(ORI)387,805387,642-16314,907,22416,463,1560.11%+1,555,932
NOVARTIS AG(NVS)5,23316,813+11,580633,2462,156,0990.01%+1,522,853
ISHARES TR1,055,9571,013,161-42,79664,350,01965,865,5970.43%+1,515,578
DIMENSIONAL ETF TRUST136,348151,700+15,3527,357,3388,830,4570.06%+1,473,119
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