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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 13 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QUAL ISHARES TR 124,053.0 $27.2M 0.04% +106K +591.6% $219.43 +2.4%
242 MRCY MERCURY SYS INC Industrials 222,392.0 $27.2M 0.04% +221K +10000.0% $122.33 -7.3%
243 VST VISTRA CORP Utilities 165,664.0 $26.3M 0.04% +75K +82.4% $158.63 -7.9%
244 AAON AAON INC Industrials 205,388.0 $26.1M 0.04% +201K +4369.8% $126.86 -30.6%
245 PWR QUANTA SVCS INC Industrials 36,069.0 $26.0M 0.04% +30K +464.8% $720.05 +0.3%
246 VOT VANGUARD INDEX FDS 84,780.0 $26.0M 0.04% +33K +65.1% $306.30 +2.0%
247 ITOT ISHARES TR 157,983.0 $26.0M 0.04% +145K +1090.3% $164.27 +3.3%
248 PKG PACKAGING CORP AMER Consumer Cyclical 108,515.0 $25.9M 0.04% +33K +43.0% $238.28 +6.2%
249 SYY SYSCO CORP Consumer Defensive 307,713.0 $25.7M 0.04% +115K +59.8% $83.58 -2.1%
250 MET METLIFE INC Financial Services 295,371.0 $25.0M 0.04% +171K +136.7% $84.61 +14.3%
251 VOE VANGUARD INDEX FDS 125,765.0 $24.9M 0.04% +44K +54.4% $197.60 +6.1%
252 LHX L3HARRIS TECHNOLOGIES INC Industrials 85,071.0 $24.7M 0.04% +57K +206.1% $290.59 -4.2%
253 SCZ ISHARES TR 298,877.0 $24.6M 0.04% +77K +34.9% $82.27 +5.5%
254 SPSM SPDR SERIES TRUST 425,872.0 $24.6M 0.04% +93K +27.8% $57.67 +1.0%
255 DGS WISDOMTREE TR 379,216.0 $24.5M 0.04% +17K +4.6% $64.71 -1.3%
256 TDG TRANSDIGM GROUP INC Industrials 18,378.0 $24.5M 0.04% +9K +86.1% $1332.06 -7.1%
257 CMCSA COMCAST CORP NEW Communication Services 980,301.0 $24.1M 0.04% +459K +88.1% $24.55 +4.2%
258 ROAD CONSTRUCTION PARTNERS INC Industrials 202,039.0 $24.0M 0.04% +201K +10000.0% $118.77 +1.4%
259 APP APPLOVIN CORP Technology 46,352.0 $23.9M 0.04% +40K +657.0% $515.24 -39.4%
260 HWM HOWMET AEROSPACE INC Industrials 88,069.0 $23.7M 0.04% +67K +322.8% $268.86 +7.5%
Page 13 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%