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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 28 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NTRS NORTHERN TR CORP Financial Services 44,342.0 $7.7M 0.01% +33K +287.9% $173.84 +6.6%
542 RF REGIONS FINANCIAL CORP NEW Financial Services 254,375.0 $7.7M 0.01% +195K +332.0% $30.20 +1.3%
543 CBOE CBOE GLOBAL MKTS INC Financial Services 31,605.0 $7.7M 0.01% +28K +843.7% $242.67 +15.7%
544 VSAT VIASAT INC Technology 85,144.0 $7.6M 0.01% +84K +9124.7% $89.81 -14.6%
545 GTX GARRETT MOTION INC Consumer Cyclical 210,313.0 $7.6M 0.01% +210K +10000.0% $36.23 -25.1%
546 CACI CACI INTL INC Technology 16,447.0 $7.6M 0.01% +14K +663.6% $463.25 +43.1%
547 EFG ISHARES TR 60,983.0 $7.6M 0.01% +58K +2021.9% $124.42 +0.8%
548 ATI ATI INC Industrials 38,427.0 $7.6M 0.01% +37K +2733.8% $197.10 +9.6%
549 TSN TYSON FOODS INC Consumer Defensive 131,187.0 $7.5M 0.01% +123K +1556.6% $57.25 +2.3%
550 USFD US FOODS HLDG CORP Consumer Defensive 73,256.0 $7.5M 0.01% +70K +2473.1% $102.25 +5.2%
551 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 85,873.0 $7.5M 0.01% +84K +5066.9% $87.22 +5.2%
552 HALO HALOZYME THERAPEUTICS INC Healthcare 95,681.0 $7.5M 0.01% +94K +5948.1% $78.27 +37.5%
553 RS RELIANCE INC Basic Materials 20,017.0 $7.5M 0.01% +19K +2835.0% $373.60 +6.9%
554 XLP SELECT SECTOR SPDR TR 89,974.0 $7.5M 0.01% +49K +120.3% $83.07 +4.2%
555 EMXC ISHARES INC 72,445.0 $7.4M 0.01% +72K +8534.7% $102.30 -6.0%
556 ODFL OLD DOMINION FREIGHT LINE IN Industrials 34,159.0 $7.4M 0.01% +27K +408.9% $216.60 -5.3%
557 AWK AMERICAN WTR WKS CO INC NEW Utilities 55,888.0 $7.4M 0.01% +27K +91.5% $131.58 +5.4%
558 CGNX COGNEX CORP Technology 101,519.0 $7.4M 0.01% +98K +2941.3% $72.42 -16.3%
559 FBND FIDELITY MERRIMACK STR TR 161,461.0 $7.3M 0.01% +160K +9403.3% $45.49 -0.9%
560 SMH VANECK ETF TRUST 11,173.0 $7.3M 0.01% +11K +3119.9% $655.90 -14.5%
Page 28 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%