TRUIST FINANCIAL CORP

CIK

92230

Location

CHARLOTTE, NC

Portfolio Value

Large $10,123,790,849

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

224 positions · $10,123,790,849 total · Technology only · 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 224 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	10,101,994	-10,108	$1,761,787,753	−6.6%	17.40%
AAPL	Apple Inc. Technology	Added	6,858,756	+17,438	$1,740,683,684	−6.4%	17.19%
MSFT	Microsoft Corp Technology	Reduced	4,270,043	-7,478	$1,580,641,816	−23.6%	15.61%
AVGO	Broadcom Inc. Technology	Reduced	2,847,705	-117,758	$881,393,173	−14.1%	8.71%
ADI	Analog Devices Inc Technology	Added	1,290,000	+384,481	$410,400,599	+67.1%	4.05%
CSCO	Cisco Systems, Inc. Technology	Added	4,896,565	+585,467	$379,924,478	+14.4%	3.75%
LRCX	Lam Research Corp Technology	Reduced	1,712,540	-79,436	$365,901,295	+19.3%	3.61%
KLAC	Kla Corp Technology	Reduced	224,169	-5,338	$330,068,676	+18.4%	3.26%
ORCL	Oracle Corp Technology	Reduced	1,786,038	-19,510	$262,744,048	−25.3%	2.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	563,660	+128,471	$190,488,896	+44.0%	1.88%
IBM	International Business Machines Corp Technology	Reduced	635,205	-276,921	$153,967,338	−43.0%	1.52%
QCOM	Qualcomm Inc/De Technology	Reduced	1,014,805	-17,240	$130,686,586	−26.0%	1.29%
ANET	Arista Networks, Inc. Technology	Added	882,765	+37,361	$108,385,885	−2.2%	1.07%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	274,507	+71,362	$107,170,276	+12.5%	1.06%
AMAT	Applied Materials Inc /De Technology	Reduced	294,529	-2,614	$100,667,065	+31.8%	0.99%
PANW	Palo Alto Networks Inc Technology	Reduced	539,857	-254,046	$86,549,873	−40.8%	0.85%
PLTR	Palantir Technologies Inc. Technology	Added	528,012	+14,118	$77,237,594	−15.4%	0.76%
ASML	Asml Holding NV Technology	Reduced	58,072	-2,449	$76,703,239	+18.5%	0.76%
AMD	Advanced Micro Devices Inc Technology	Reduced	335,282	-9,766	$68,206,416	−7.7%	0.67%
TWLO	Twilio Inc Technology	Added	455,275	+134,678	$57,282,699	+25.6%	0.57%
CRM	Salesforce, Inc. Technology	Reduced	302,143	-63,440	$56,401,033	−41.8%	0.56%
ADP	Automatic Data Processing Inc Technology	Reduced	240,039	-20,665	$48,771,123	−27.3%	0.48%
DELL	Dell Technologies Inc. Technology	Reduced	293,319	-43,184	$48,142,446	+13.7%	0.48%
ACN	Accenture plc Technology	Reduced	231,558	-110,727	$45,915,634	−50.0%	0.45%
UBER	Uber Technologies, Inc Technology	Added	637,626	+29,476	$45,864,437	−7.7%	0.45%
TXN	Texas Instruments Inc Technology	Reduced	229,572	-11,579	$44,569,107	+6.5%	0.44%
MU	Micron Technology Inc Technology	Reduced	128,790	-18,798	$43,510,413	+3.3%	0.43%
MSI	Motorola Solutions, Inc. Technology	Added	97,368	+34,970	$42,254,790	+76.7%	0.42%
INTU	Intuit Inc. Technology	Reduced	92,393	-4,712	$39,948,884	−37.9%	0.39%
GLW	Corning Inc /Ny Technology	Reduced	289,987	-18,656	$39,429,530	+45.9%	0.39%
SHOP	Shopify Inc. Technology	Reduced	330,166	-51,122	$39,164,290	−36.2%	0.39%
JBL	Jabil Inc Technology	Added	135,351	+118,083	$35,953,284	+813.1%	0.36%
MRVL	Marvell Technology, Inc. Technology	Reduced	349,948	-5,485	$34,662,348	+14.8%	0.34%
NOW	ServiceNow, Inc. Technology	Reduced	307,346	-305,638	$32,133,023	−65.8%	0.32%
ADSK	Autodesk, Inc. Technology	Reduced	129,513	-6,444	$31,005,411	−23.0%	0.31%
APH	Amphenol Corp /De/ Technology	Reduced	237,214	-12,167	$29,971,987	−11.1%	0.30%
INTC	Intel Corp Technology	Added	654,586	+10,546	$28,886,879	+21.6%	0.29%
PAYX	Paychex Inc Technology	Added	268,641	+60,491	$24,747,207	+6.0%	0.24%
TEL	TE Connectivity plc Technology	Reduced	115,271	-7,038	$24,093,943	−13.4%	0.24%
NXPI	NXP Semiconductors N.V. Technology	Reduced	109,926	-6,180	$21,640,032	−14.1%	0.21%
ADBE	Adobe Inc. Technology	Reduced	84,105	-38,154	$20,444,242	−52.2%	0.20%
CDNS	Cadence Design Systems Inc Technology	Reduced	64,202	-8,409	$17,839,808	−21.4%	0.18%
AKAM	Akamai Technologies Inc Technology	Added	155,245	+12,342	$17,829,886	+43.0%	0.18%
NET	Cloudflare, Inc. Technology	Added	79,887	+5,585	$16,483,883	+12.5%	0.16%
COHR	Coherent Corp. Technology	Reduced	66,722	-25,815	$15,893,846	−6.9%	0.16%
SNPS	Synopsys Inc Technology	Reduced	38,117	-6,927	$15,112,626	−28.6%	0.15%
LDOS	Leidos Holdings, Inc. Technology	Added	93,932	+19,694	$14,608,303	+9.1%	0.14%
STX	Seagate Technology Holdings plc Technology	Reduced	36,331	-8,271	$14,233,031	+15.9%	0.14%
WDC	Western Digital Corp Technology	Added	45,177	+8,165	$12,219,926	+91.7%	0.12%
JKHY	Jack Henry & Associates Inc Technology	Reduced	64,842	-6,331	$10,247,629	−21.1%	0.10%