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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $61.7B AUM 4,336 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1815 New 2190 Added 216 Reduced 112 Exited
Page 108 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 WSR WHITESTONE REIT Real Estate 339.0 $6K +281.0 +484.5% $18.96 +0.2%
2142 ARI APOLLO COML REAL ESTATE FIN Real Estate 588.0 $6K +249.0 +73.5% $10.68 -36.1%
2143 GRAB GRAB HOLDINGS LIMITED Technology 1,601.0 $6K +212.0 +15.3% $3.77 -5.0%
2144 ONON ON HLDG AG Consumer Cyclical 165.0 $6K +138.0 +511.1% $35.42 -11.6%
2145 ICL ICL GROUP LTD Basic Materials 1,082.0 $5K +211.0 +24.2% $4.98 +9.6%
2146 OLP ONE LIBERTY PPTYS INC Real Estate 218.0 $5K +15.0 +7.4% $24.42 -0.7%
2147 LOVE LOVESAC CO Consumer Cyclical 294.0 $5K +282.0 +2350.0% $16.69 +2.5%
2148 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 164.0 $5K +106.0 +182.8% $29.78 -17.4%
2149 ANGO ANGIODYNAMICS INC Healthcare 372.0 $5K +341.0 +1100.0% $13.01 +20.4%
2150 NRIM NORTHRIM BANCORP INC Financial Services 163.0 $5K +111.0 +213.5% $27.74 -3.1%
2151 NUS NU SKIN ENTERPRISES INC Consumer Defensive 842.0 $4K +727.0 +632.2% $5.28 -11.4%
2152 SPT SPROUT SOCIAL INC Technology 567.0 $4K +395.0 +229.7% $7.55 +26.4%
2153 MNRO MONRO INC Consumer Cyclical 247.0 $4K +17.0 +7.4% $17.11 -32.4%
2154 VITL VITAL FARMS INC Consumer Defensive 336.0 $4K +318.0 +1766.7% $11.62 -4.0%
2155 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 340.0 $4K +245.0 +257.9% $11.15 -8.8%
2156 USNA USANA HEALTH SCIENCES INC Consumer Defensive 158.0 $3K +153.0 +3060.0% $21.35 -39.8%
2157 PKX POSCO HOLDINGS INC Basic Materials 65.0 $3K +40.0 +160.0% $51.38 +15.0%
2158 BEP BROOKFIELD RENEWABLE ENERGY Utilities 93.0 $3K +90.0 +3000.0% $34.73 -0.8%
2159 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 175.0 $3K +140.0 +400.0% $16.96 -8.8%
2160 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 120.0 $3K +40.0 +50.0% $24.44 -0.3%
Page 108 of 110  ·  2,190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%