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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 11 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VCSH VANGUARD SCOTTSDALE FDS 486,211.0 $38.4M 0.06% +481K +8597.9% $79.03 -0.5%
202 EFV ISHARES TR 500,177.0 $38.3M 0.06% +215K +75.4% $76.55 +6.6%
203 VYM VANGUARD WHITEHALL FDS 237,153.0 $37.5M 0.06% +219K +1200.3% $158.03 +4.8%
204 IAU ISHARES GOLD TR Financial Services 495,989.0 $37.5M 0.06% +474K +2167.0% $75.51 +10.1%
205 VONV VANGUARD SCOTTSDALE FDS 352,163.0 $37.4M 0.06% +350K +10000.0% $106.31 +5.9%
206 CDNS CADENCE DESIGN SYSTEM INC Technology 99,037.0 $37.2M 0.06% +43K +78.0% $375.32 -13.8%
207 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 76,697.0 $36.6M 0.06% +9K +13.7% $477.57 -9.8%
208 CME CME GROUP INC Financial Services 164,266.0 $36.3M 0.06% +69K +73.1% $220.83 +21.3%
209 CWST CASELLA WASTE SYS INC Industrials 364,397.0 $35.3M 0.06% +358K +5368.1% $96.97 -7.9%
210 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 49,926.0 $35.1M 0.06% +42K +532.1% $703.34 +1.7%
211 MCK MCKESSON CORP Healthcare 46,473.0 $35.1M 0.06% +38K +448.4% $755.59 +13.8%
212 CTVA CORTEVA INC Basic Materials 411,585.0 $34.9M 0.06% +233K +130.7% $84.69 -10.2%
213 SPHQ INVESCO EXCHANGE TRADED FD T 386,618.0 $34.8M 0.06% +17K +4.7% $90.10 -2.7%
214 XLV SELECT SECTOR SPDR TR 219,080.0 $34.8M 0.06% +101K +85.7% $158.66 +5.3%
215 BX BLACKSTONE INC Financial Services 292,982.0 $34.5M 0.06% +221K +308.2% $117.67 +19.5%
216 TRV TRAVELERS COMPANIES INC Financial Services 103,982.0 $34.3M 0.06% +85K +443.3% $330.12 +10.4%
217 MCO MOODYS CORP Financial Services 75,250.0 $34.1M 0.06% +42K +124.0% $452.92 +5.4%
218 TGT TARGET CORP Consumer Defensive 260,698.0 $34.0M 0.06% +231K +789.2% $130.61 +15.6%
219 IJK ISHARES TR 288,196.0 $33.9M 0.06% +144K +100.4% $117.50 +1.4%
220 IAUM ISHARES GOLD TRUST MICRO Financial Services 842,374.0 $33.7M 0.06% +45K +5.7% $40.01 +10.1%
Page 11 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%