TRUIST FINANCIAL CORP

CIK

92230

Location

CHARLOTTE, NC

Portfolio Value

Large $39,514,843,096

Diversification

Diversified

Filing Date

Global Rank

#100 / 8,232 ▲ 11

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.6%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,538 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.1 pts

Top 5

21.2%

−1.3 pts

Top 10

31.3%

−2.3 pts

HHI

149

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.6%	$10,123,790,849	224
Financial Services	13.3%	$5,269,217,590	329
Industrials	10.0%	$3,953,596,532	225
Consumer Defensive	9.4%	$3,710,309,971	72
Healthcare	9.4%	$3,695,593,159	181
Unclassified	9.3%	$3,678,952,322	22
Consumer Cyclical	8.1%	$3,219,246,393	165
Communication Services	5.1%	$2,023,167,411	50
Energy	4.5%	$1,777,823,993	82
Utilities	2.5%	$997,760,611	50
Basic Materials	1.6%	$646,368,816	69
Real Estate	1.1%	$419,015,449	69

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	+1,478,315	1,519,486	$76,460,534
VALE	Vale S.A.	+1,015,119	9,124,267	$145,167,086
FOXA	Fox Corp	+783,004	791,179	$46,204,852
DOW	Dow Inc.	+740,898	929,749	$38,724,044
CSCO	Cisco Systems, Inc.	+585,467	4,896,565	$379,924,478
TGT	Target Corp	+475,584	597,942	$72,470,570
ADI	Analog Devices Inc	+384,481	1,290,000	$410,400,599
APTV	Aptiv PLC	+328,658	757,238	$52,582,605
KIM	Kimco Realty Corp	+268,364	287,416	$6,458,236
T	At&T Inc.	+260,447	5,954,925	$172,633,274
MDT	Medtronic plc	+257,944	2,766,082	$239,681,005
MRK	Merck & Co., Inc.	+172,264	2,221,085	$267,174,314
F	Ford Motor Co	+171,778	541,114	$6,244,455
DAL	Delta Air Lines, Inc.	+153,112	288,093	$19,152,421
CRBG	Corebridge Financial, Inc.	+138,862	2,099,373	$50,091,038
TWLO	Twilio Inc	+134,678	455,275	$57,282,699
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+128,471	563,660	$190,488,896
WMB	Williams Companies, Inc.	+127,325	2,036,334	$148,204,387
GAB	Gabelli Equity Trust Inc	+125,065	297,436	$1,665,641
ET	Energy Transfer LP	+122,847	904,322	$17,453,414
MO	Altria Group, Inc.	+119,574	2,764,777	$182,447,632
JBL	Jabil Inc	+118,083	135,351	$35,953,284
CVE	Cenovus Energy Inc.	+117,900	163,516	$4,338,079
NVO	Novo Nordisk A S	+115,908	811,072	$29,806,895
JPM	Jpmorgan Chase & Co	+102,077	3,108,545	$914,409,596
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	−1,522,335	495,763	$18,759,671
CTRA	Coterra Energy Inc.	−900,951	879,731	$30,913,746
IAU	Ishares Gold Trust	−686,425	5,217,656	$459,988,552
CLOV	Clover Health Investments, Corp. /De	−457,300	12,125	$21,340
UAMY	United States Antimony Corp	−400,000	1,728,818	$15,092,581
VICI	Vici Properties Inc.	−358,464	280,098	$7,652,277
TMUS	T-Mobile US, Inc.	−318,526	228,590	$48,010,756
NOW	ServiceNow, Inc.	−305,638	307,346	$32,133,023
IBM	International Business Machines Corp	−276,921	635,205	$153,967,338
VGM	Invesco Trust for Investment Grade Municipals	−258,570	112,452	$1,109,901
PANW	Palo Alto Networks Inc	−254,046	539,857	$86,549,873
TEVA	Teva Pharmaceutical Industries Ltd	−249,930	426,240	$12,838,348
CLF	Cleveland-Cliffs Inc.	−213,995	460,068	$3,887,574
GOF	Guggenheim Strategic Opportunities Fund	−202,476	564,460	$6,220,349
VZ	Verizon Communications Inc	−200,433	2,193,426	$110,109,983
BAH	Booz Allen Hamilton Holding Corp	−193,390	18,401	$1,435,828
MOS	Mosaic Co	−174,559	108,914	$2,777,306
PTY	Pimco Corporate & Income Opportunity Fund	−160,981	288,163	$3,475,245
KMI	Kinder Morgan, Inc.	−160,946	1,551,203	$52,011,835
BGR	BlackRock Energy & Resources Trust	−154,601	12,541	$217,084
EBS	Emergent BioSolutions Inc.	−145,419	74,033	$614,473
AMZN	Amazon Com Inc	−141,023	4,256,979	$886,601,015
KO	Coca Cola Co	−135,982	14,910,034	$1,133,908,085
COR	Cencora, Inc.	−134,432	244,289	$76,740,944
XOM	Exxon Mobil Corp	−132,417	2,028,907	$344,224,361
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	754,121	$148,727,743
AMCR	Amcor plc	274,480	$10,910,579
GCT	GigaCloud Technology Inc	157,707	$7,156,743
MIAX	Miami International Holdings, Inc.	117,767	$4,583,491
BHE	Benchmark Electronics Inc	66,822	$3,746,041
FER	Ferrovial N.V.	48,306	$3,142,305
GHM	Graham Corp	38,174	$3,012,692
PNFP	Pinnacle Financial Partners, Inc.	28,863	$2,486,258
WDS	Woodside Energy Group Ltd	91,035	$2,173,915
RYN	Rayonier Inc	62,492	$1,288,585
AMRZ	Amrize Ltd	22,204	$1,243,868
ALHC	Alignment Healthcare, Inc.	57,478	$1,012,762
LRN	Stride, Inc.	9,827	$866,446
AMX	America Movil Sab De Cv/	30,534	$778,005
TGTX	Tg Therapeutics, Inc.	22,276	$740,008
KB	KB Financial Group Inc.	6,949	$693,023
OII	Oceaneering International Inc	16,607	$589,049
INFY	Infosys Ltd	42,806	$578,308
SHG	Shinhan Financial Group Co Ltd	9,358	$573,831
INSP	Inspire Medical Systems, Inc.	10,360	$534,368
TTMI	Ttm Technologies Inc	5,210	$507,558
BBIO	BridgeBio Pharma, Inc.	6,130	$455,212
VSNT	Versant Media Group, Inc.	11,973	$443,238
LMAT	Lemaitre Vascular Inc	4,000	$436,680
QGEN	Qiagen N.V.	10,876	$435,474
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
RHLD	Resolute Holdings Management, Inc.	29,743	$6,139,847
MBLY	Mobileye Global Inc.	109,500	$1,143,180
EXAS	EXACT SCIENCES CORP	11,091	$1,126,401
TPG	TPG Inc.	17,228	$1,099,835
GPGI	GPGI, Inc.	47,787	$921,333
NXP	Nuveen Select Tax Free Income Portfolio	61,115	$861,721
PIPR	Piper Sandler Companies	10,137	$860,908
PFSI	PennyMac Financial Services, Inc.	5,330	$702,706
KBR	Kbr, Inc.	17,342	$697,148
MNDY	monday.com Ltd.	4,406	$650,148
CRCL	Circle Internet Group, Inc.	8,112	$643,281
PAYC	Paycom Software, Inc.	4,014	$639,670
BXMX	Nuveen S&P 500 BuyWrite Income Fund	41,887	$615,738
CBZ	CBIZ, Inc.	11,155	$562,769
FLUT	Flutter Entertainment plc	2,602	$559,533
TPH	Tri Pointe Homes, Inc.	17,584	$553,366
DLB	Dolby Laboratories, Inc.	8,076	$518,639
AZTA	Azenta, Inc.	14,299	$475,583
UPST	Upstart Holdings, Inc.	10,719	$468,741
PGNY	Progyny, Inc.	17,368	$446,010
THRM	Gentherm Inc	12,131	$441,203
CTRI	Centuri Holdings, Inc.	17,315	$437,203
INSW	International Seaways, Inc.	7,902	$383,641
TGNA	TEGNA INC	19,062	$369,993
BTC	Grayscale Bitcoin Mini Trust ETF	9,379	$363,247
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,538 positions · $39,514,843,096 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,538 positions by value · page 1 of 31

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	3,314,264	+21,830	$2,155,398,448	−4.0%	5.45%
NVDA	Nvidia Corp Technology	Reduced	10,101,994	-10,108	$1,761,787,753	−6.6%	4.46%
AAPL	Apple Inc. Technology	Added	6,858,756	+17,438	$1,740,683,684	−6.4%	4.41%
MSFT	Microsoft Corp Technology	Reduced	4,270,043	-7,478	$1,580,641,816	−23.6%	4.00%
KO	Coca Cola Co Consumer Defensive	Reduced	14,910,034	-135,982	$1,133,908,085	+7.8%	2.87%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,108,545	+102,077	$914,409,596	−5.6%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,256,979	-141,023	$886,601,015	−12.7%	2.24%
AVGO	Broadcom Inc. Technology	Reduced	2,847,705	-117,758	$881,393,173	−14.1%	2.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,543,314	-56,614	$731,355,373	−10.1%	1.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,003,007	-56,965	$578,915,579	−11.1%	1.47%
META	Meta Platforms, Inc. Communication Services	Reduced	921,696	-77,225	$527,329,931	−20.0%	1.33%
ABBV	AbbVie Inc. Healthcare	Added	2,404,493	+2,223	$522,953,181	−4.7%	1.32%
JNJ	Johnson & Johnson Healthcare	Added	2,044,092	+13,961	$499,657,847	+18.9%	1.26%
V	Visa Inc. Financial Services	Added	1,566,936	+5,813	$473,590,735	−13.5%	1.20%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,785,445	-63,412	$470,455,103	+9.7%	1.19%
IAU	Ishares Gold Trust	Reduced	5,217,656	-686,425	$459,988,552	−4.0%	1.16%
RTX	RTX Corp Industrials	Added	2,345,547	+30,526	$452,456,015	+6.6%	1.15%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Reduced	4,745,799	-8,713	$430,301,594	−0.2%	1.09%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,522,798	+45,911	$417,119,420	+5.0%	1.06%
ADI	Analog Devices Inc Technology	Added	1,290,000	+384,481	$410,400,599	+67.1%	1.04%
CSCO	Cisco Systems, Inc. Technology	Added	4,896,565	+585,467	$379,924,478	+14.4%	0.96%
LRCX	Lam Research Corp Technology	Reduced	1,712,540	-79,436	$365,901,295	+19.3%	0.93%
XOM	Exxon Mobil Corp Energy	Reduced	2,028,907	-132,417	$344,224,361	+32.3%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	369,521	+2,754	$339,874,329	−13.8%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,020,000	-32,118	$335,467,798	−7.3%	0.85%
KLAC	Kla Corp Technology	Reduced	224,169	-5,338	$330,068,676	+18.4%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	808,931	+30,545	$300,720,098	−14.1%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	606,871	-35,230	$290,812,582	−9.9%	0.74%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	289,081	-1,173	$288,048,979	+15.1%	0.73%
CVX	Chevron Corp Energy	Reduced	1,356,222	-12,388	$280,602,330	+34.5%	0.71%
BNY	Bank of New York Mellon Corp Financial Services	Added	2,352,077	+84,985	$279,026,893	+6.0%	0.71%
PWR	Quanta Services, Inc. Industrials	Added	492,355	+7,345	$270,312,741	+32.1%	0.68%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,287,094	+44,611	$267,831,389	+3.3%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	2,221,085	+172,264	$267,174,314	+23.9%	0.68%
ETR	Entergy Corp /De/ Utilities	Reduced	2,376,207	-63,272	$266,990,617	+18.4%	0.68%
UNP	Union Pacific Corp Industrials	Added	1,087,484	+71,413	$263,845,367	+12.3%	0.67%
ORCL	Oracle Corp Technology	Reduced	1,786,038	-19,510	$262,744,048	−25.3%	0.66%
TRGP	Targa Resources Corp. Energy	Added	1,047,666	+55,203	$262,681,295	+43.5%	0.66%
GLD	Spdr Gold Trust	Reduced	576,874	-24,668	$248,223,112	+4.1%	0.63%
ETN	Eaton Corp plc Industrials	Added	690,956	+102,054	$247,134,231	+31.8%	0.63%
MDT	Medtronic plc Healthcare	Added	2,766,082	+257,944	$239,681,005	−0.5%	0.61%
BLK	BlackRock, Inc. Financial Services	Added	245,216	+3,267	$235,826,677	−8.9%	0.60%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,658,053	+97,734	$211,607,597	−11.3%	0.54%
TFC	Truist Financial Corp Financial Services	Reduced	4,440,501	-130,838	$204,129,830	−9.3%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	563,660	+128,471	$190,488,896	+44.0%	0.48%
LMT	Lockheed Martin Corp Industrials	Added	310,475	+2,452	$187,647,984	+26.0%	0.47%
MO	Altria Group, Inc. Consumer Defensive	Added	2,764,777	+119,574	$182,447,632	+19.6%	0.46%
NFLX	Netflix Inc Communication Services	Added	1,829,693	+8,313	$175,924,981	+3.0%	0.45%
T	At&T Inc. Communication Services	Added	5,954,925	+260,447	$172,633,274	+22.0%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,190,159	+5,381	$171,906,564	+1.2%	0.44%