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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 21 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RGA REINSURANCE GROUP AMER INC Financial Services 58,475.0 $12.4M 0.02% +37K +173.6% $212.65 +14.9%
402 DRI DARDEN RESTAURANTS INC Consumer Cyclical 60,320.0 $12.4M 0.02% +41K +207.9% $206.01 +6.2%
403 QTWO Q2 HLDGS INC Technology 257,341.0 $12.4M 0.02% +256K +10000.0% $48.10 +30.6%
404 HPE HEWLETT PACKARD ENTERPRISE C Technology 273,013.0 $12.3M 0.02% +115K +72.5% $45.11 +23.5%
405 WWD WOODWARD INC Industrials 28,868.0 $12.3M 0.02% +12K +74.3% $425.44 -13.9%
406 XBI SPDR SERIES TRUST 77,518.0 $12.3M 0.02% +12K +18.2% $158.25 +1.2%
407 EBAY EBAY INC. Consumer Cyclical 109,594.0 $12.2M 0.02% +85K +344.8% $111.75 -8.5%
408 NOBL PROSHARES TR 214,156.0 $12.0M 0.02% +213K +10000.0% $56.16 +3.5%
409 COHR COHERENT CORP Technology 30,377.0 $12.0M 0.02% +28K +1294.7% $394.47 -22.3%
410 FSS FEDERAL SIGNAL CORP Industrials 92,836.0 $11.9M 0.02% +92K +10000.0% $128.49 -5.1%
411 IDXX IDEXX LABS INC Healthcare 22,624.0 $11.9M 0.02% +15K +201.0% $526.45 +5.1%
412 PRU PRUDENTIAL FINL INC Financial Services 110,119.0 $11.9M 0.02% +76K +224.0% $107.93 +15.4%
413 JCI JOHNSON CONTROLS INTERNATION Industrials 80,595.0 $11.8M 0.02% +9K +12.1% $146.11 +2.4%
414 IBIT ISHARES BITCOIN TRUST ETF Financial Services 353,250.0 $11.8M 0.02% +246K +229.1% $33.29 +9.9%
415 PAYX PAYCHEX INC Industrials 119,189.0 $11.7M 0.02% +84K +237.8% $98.33 +22.0%
416 HEICO CORP NEW 45,310.0 $11.7M 0.02% +45K +10000.0% $257.91
417 KGS KODIAK GAS SVCS INC Energy 154,889.0 $11.6M 0.02% +154K +10000.0% $75.13 -16.3%
418 EXPO EXPONENT INC Industrials 197,498.0 $11.6M 0.02% +191K +3113.4% $58.76 +14.9%
419 SPEM SPDR INDEX SHS FDS 221,699.0 $11.5M 0.02% +218K +6318.6% $51.78 -0.1%
420 SLV ISHARES SILVER TR Financial Services 214,575.0 $11.5M 0.02% +119K +125.5% $53.47 +7.4%
Page 21 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%