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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 24 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DGRW WISDOMTREE TR 101,121.0 $9.7M 0.02% +94K +1407.0% $95.62 +3.6%
462 NUE NUCOR CORP Basic Materials 43,368.0 $9.7M 0.02% +33K +310.8% $222.75 +18.6%
463 WCC WESCO INTL INC Industrials 27,941.0 $9.7M 0.02% +26K +1172.4% $345.43 +1.1%
464 ON ON SEMICONDUCTOR CORP Technology 102,066.0 $9.6M 0.02% +41K +67.3% $94.54 -16.0%
465 Q QNITY ELECTRONICS INC Technology 58,906.0 $9.6M 0.02% +43K +281.6% $163.31 -18.3%
466 HBAN HUNTINGTON BANCSHARES INC Financial Services 540,222.0 $9.6M 0.02% +440K +437.2% $17.73 -0.4%
467 MTZ MASTEC INC Industrials 22,953.0 $9.5M 0.01% +22K +3074.7% $416.05 -32.7%
468 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 117,562.0 $9.5M 0.01% +91K +342.3% $81.16 -6.9%
469 GWRE GUIDEWIRE SOFTWARE INC Technology 77,498.0 $9.5M 0.01% +77K +9420.6% $123.05 +44.5%
470 KKR KKR & CO INC Financial Services 103,304.0 $9.5M 0.01% +78K +310.5% $91.78 +16.8%
471 EXPE EXPEDIA GROUP INC Consumer Cyclical 36,819.0 $9.4M 0.01% +30K +457.2% $255.88 +25.6%
472 TYL TYLER TECHNOLOGIES INC Technology 32,096.0 $9.4M 0.01% +31K +2342.6% $292.46 +13.6%
473 JEPQ J P MORGAN EXCHANGE TRADED F 152,716.0 $9.4M 0.01% +149K +4126.9% $61.46 -2.5%
474 KAI KADANT INC Industrials 29,726.0 $9.3M 0.01% +29K +10000.0% $314.23 -1.5%
475 EFAV ISHARES TR 106,332.0 $9.3M 0.01% +104K +5216.6% $87.71 +6.1%
476 CHD CHURCH & DWIGHT CO INC Consumer Defensive 95,681.0 $9.3M 0.01% +82K +594.4% $96.88 +2.4%
477 THC TENET HEALTHCARE CORP Healthcare 49,542.0 $9.3M 0.01% +48K +4331.3% $187.08 +44.4%
478 USHY ISHARES TR 249,155.0 $9.2M 0.01% +249K +10000.0% $37.02 -0.6%
479 FORM FORMFACTOR INC Technology 57,272.0 $9.2M 0.01% +34K +145.2% $159.93 -22.3%
480 AON AON PLC Financial Services 27,411.0 $9.1M 0.01% +3K +12.7% $331.69 +3.5%
Page 24 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%