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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 12 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IWS ISHARES TR 202,538.0 $33.3M 0.05% +84K +70.2% $164.60 +4.5%
222 VRT VERTIV HOLDINGS CO Industrials 98,420.0 $33.0M 0.05% +92K +1365.5% $334.82 -12.7%
223 MPWR MONOLITHIC PWR SYS INC Technology 23,803.0 $32.9M 0.05% +7K +41.5% $1382.37 +2.4%
224 XLC SELECT SECTOR SPDR TR 305,275.0 $32.7M 0.05% +59K +23.9% $107.13 +3.4%
225 NKE NIKE INC Consumer Cyclical 778,646.0 $32.0M 0.05% +191K +32.6% $41.05 -4.8%
226 STT STATE STR CORP Financial Services 188,312.0 $31.9M 0.05% +118K +166.7% $169.60 +13.8%
227 SO SOUTHERN CO Utilities 333,428.0 $31.9M 0.05% +227K +212.7% $95.71 -3.6%
228 BK BANK OF NY MELLON CORP Financial Services 220,229.0 $31.8M 0.05% +116K +112.3% $144.61 -1.9%
229 MRSH MARSH & MCLENNAN COS INC Financial Services 187,105.0 $31.2M 0.05% +52K +38.8% $166.67 +10.5%
230 ESGE ISHARES INC 564,283.0 $30.9M 0.05% +114K +25.3% $54.69 -1.1%
231 CARR CARRIER GLOBAL CORPORATION Industrials 419,245.0 $30.8M 0.05% +315K +302.9% $73.35 -14.7%
232 IEF ISHARES TR 323,523.0 $30.6M 0.05% +127K +64.2% $94.57 -1.8%
233 BINC BLACKROCK ETF TRUST II 566,046.0 $29.6M 0.05% +225K +66.2% $52.34 -0.7%
234 SPXC SPX TECHNOLOGIES INC Industrials 120,590.0 $29.6M 0.05% +118K +5477.7% $245.17 -11.2%
235 DFAS DIMENSIONAL ETF TRUST 358,595.0 $29.5M 0.05% +358K +10000.0% $82.34 +2.2%
236 VT VANGUARD INTL EQUITY INDEX F 185,138.0 $29.1M 0.05% +91K +97.6% $156.95 +3.1%
237 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 330,843.0 $28.8M 0.05% +140K +73.8% $87.04 +8.4%
238 BERKSHIRE HATHAWAY INC DEL 38.0 $28.5M 0.05% +18.0 +90.0% $748850.00
239 CSX CSX CORP Industrials 588,435.0 $28.0M 0.04% +339K +135.5% $47.53 +6.4%
240 BCPC BALCHEM CORP Basic Materials 165,153.0 $27.9M 0.04% +163K +7905.5% $168.95 +5.6%
Page 12 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%