TRUIST FINANCIAL CORP
Filing Date
Global Rank
#168
/ 8,586
▲ 4
Top Industry
Semiconductors
10.2%
3Y Alpha vs SPY
-4.0%
Period ended 3 months ago
Filed Apr 27, 2026 · 51d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.9%
SPY
+78.1%
Annualised alpha
-4.0%
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
1,541 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 25.6% | $10,123,790,849 |
| Financial Services | 13.3% | $5,270,720,310 |
| Industrials | 10.0% | $3,955,209,270 |
| Consumer Defensive | 9.4% | $3,710,309,971 |
| Healthcare | 9.4% | $3,695,593,159 |
| Unclassified | 9.3% | $3,678,952,322 |
| Consumer Cyclical | 8.1% | $3,219,246,393 |
| Communication Services | 5.1% | $2,023,167,411 |
| Energy | 4.5% | $1,777,823,993 |
| Utilities | 2.5% | $997,867,543 |
| Basic Materials | 1.6% | $646,368,816 |
| Real Estate | 1.1% | $419,015,449 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
1,541 positions ·
$39,518,065,486 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 201–250
of 1,541 positions by value
· page 5 of 31
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQX |
Equinox Gold Corp.
Basic Materials
|
Added | 18,173 | $262,781 | 0.00% | |
| WSFS |
Wsfs Financial Corp
Financial Services
|
Reduced | 4,021 | $263,213 | 0.00% | |
| FTDR |
Frontdoor, Inc.
Consumer Cyclical
|
Added | 4,980 | $263,242 | 0.00% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
Added | 8,956 | $263,754 | 0.00% | |
| BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Financial Services
|
Held | 10,000 | $263,800 | 0.00% | |
| DOCU |
Docusign, Inc.
Technology
|
Added | 5,581 | $264,594 | 0.00% | |
| ENOV |
Enovis CORP
Healthcare
|
Reduced | 11,650 | $265,037 | 0.00% | |
| DYAI |
Dyadic International Inc
Healthcare
|
Held | 326,200 | $267,484 | 0.00% | |
| QUBT |
Quantum Computing Inc.
Technology
|
Added | 39,263 | $268,951 | 0.00% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Reduced | 9,614 | $269,192 | 0.00% | |
| RHI |
Robert Half Inc.
Industrials
|
Added | 10,599 | $269,213 | 0.00% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Added | 74,253 | $271,765 | 0.00% | |
| EQPT |
EquipmentShare.com Inc
Industrials
|
NEW | 13,366 | $272,265 | 0.00% | |
| CQP |
Cheniere Energy Partners, L.P.
Energy
|
Reduced | 4,218 | $272,608 | 0.00% | |
| ARR |
Armour Residential REIT, Inc.
Real Estate
|
Held | 16,368 | $273,018 | 0.00% | |
| BIPC |
Brookfield Infrastructure Corp
Utilities
|
Added | 6,918 | $273,399 | 0.00% | |
| BKTI |
BK Technologies Corp
Technology
|
Reduced | 3,683 | $274,862 | 0.00% | |
| TEAM |
Atlassian Corp
Technology
|
Reduced | 4,028 | $274,910 | 0.00% | |
| RLI |
Rli Corp
Financial Services
|
Reduced | 4,874 | $278,012 | 0.00% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
NEW | 11,418 | $278,484 | 0.00% | |
| DBB |
Invesco Db Base Metals Fund
|
NEW | 11,900 | $279,650 | 0.00% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
Added | 5,886 | $279,997 | 0.00% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
Reduced | 1,229 | $280,801 | 0.00% | |
| UFPI |
Ufp Industries Inc
Basic Materials
|
Added | 3,050 | $280,965 | 0.00% | |
| BTZ |
Blackrock Credit Allocation Income Trust
Financial Services
|
Held | 27,832 | $281,103 | 0.00% | |
| RRX |
Regal Rexnord Corp
Industrials
|
NEW | 1,507 | $282,200 | 0.00% | |
| NMI |
Nuveen Municipal Income Fund Inc
Financial Services
|
Added | 27,009 | $282,244 | 0.00% | |
| SEZL |
Sezzle Inc.
Financial Services
|
Added | 4,462 | $282,399 | 0.00% | |
| INR |
Infinity Natural Resources, Inc.
Energy
|
Held | 16,146 | $284,331 | 0.00% | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
Added | 13,000 | $284,569 | 0.00% | |
| NOG |
Northern Oil & Gas, Inc.
Energy
|
NEW | 9,755 | $285,137 | 0.00% | |
| WLDN |
Willdan Group, Inc.
Industrials
|
Added | 3,725 | $285,186 | 0.00% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Added | 22,539 | $285,343 | 0.00% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
NEW | 3,415 | $286,586 | 0.00% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Reduced | 549 | $287,385 | 0.00% | |
| ATEC |
Alphatec Holdings, Inc.
Healthcare
|
Reduced | 26,566 | $289,037 | 0.00% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
Reduced | 1,264 | $289,114 | 0.00% | |
| IVT |
InvenTrust Properties Corp.
Real Estate
|
Added | 9,500 | $289,370 | 0.00% | |
| ESAB |
ESAB Corp
Industrials
|
Reduced | 3,009 | $290,849 | 0.00% | |
| WING |
Wingstop Inc.
Consumer Cyclical
|
Reduced | 1,891 | $293,047 | 0.00% | |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
Added | 35,539 | $293,196 | 0.00% | |
| BCPC |
Balchem Corp
Basic Materials
|
Added | 1,733 | $293,708 | 0.00% | |
| ACA |
Arcosa, Inc.
Industrials
|
Reduced | 2,771 | $294,113 | 0.00% | |
| GTY |
Getty Realty Corp /Md/
Real Estate
|
Added | 9,308 | $295,994 | 0.00% | |
| KEX |
Kirby Corp
Industrials
|
NEW | 2,236 | $297,119 | 0.00% | |
| BME |
BlackRock Health Sciences Trust
Financial Services
|
Added | 7,738 | $297,990 | 0.00% | |
| ZIM |
ZIM Integrated Shipping Services Ltd.
Industrials
|
Reduced | 11,337 | $298,729 | 0.00% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
Reduced | 5,542 | $298,823 | 0.00% | |
| FBK |
FB Financial Corp
Financial Services
|
Added | 5,764 | $299,382 | 0.00% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Reduced | 6,098 | $300,021 | 0.00% |