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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 29 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MOOG INC 17,289.0 $7.3M 0.01% +10K +135.1% $423.85
562 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 103,184.0 $7.3M 0.01% +103K +10000.0% $70.88 +3.1%
563 OC OWENS CORNING NEW Industrials 45,932.0 $7.3M 0.01% +45K +6226.7% $158.96 -4.9%
564 SGOV ISHARES TR 72,162.0 $7.3M 0.01% +72K +10000.0% $100.67 -0.1%
565 GPC GENUINE PARTS CO Consumer Cyclical 61,543.0 $7.3M 0.01% +47K +319.8% $117.98 +14.0%
566 EMB ISHARES TR 74,911.0 $7.2M 0.01% +75K +10000.0% $96.44 -1.4%
567 JAAA JANUS DETROIT STR TR 142,732.0 $7.2M 0.01% +93K +187.2% $50.49 +0.3%
568 UCTT ULTRA CLEAN HLDGS INC Technology 50,328.0 $7.2M 0.01% +50K +10000.0% $142.59 -47.4%
569 PYPL PAYPAL HLDGS INC Financial Services 166,022.0 $7.2M 0.01% +95K +134.8% $43.18 +41.8%
570 ALGT ALLEGIANT TRAVEL CO Industrials 60,930.0 $7.2M 0.01% +61K +10000.0% $117.60 -33.6%
571 DTM DT MIDSTREAM INC Energy 48,731.0 $7.2M 0.01% +47K +2562.9% $146.74 -9.7%
572 SANM SANMINA CORP Technology 28,126.0 $7.1M 0.01% +28K +5871.6% $253.08 -23.1%
573 ELAN ELANCO ANIMAL HEALTH INC Healthcare 288,888.0 $7.1M 0.01% +286K +9313.1% $24.61 -0.5%
574 BIIB BIOGEN INC Healthcare 32,841.0 $7.1M 0.01% +24K +256.5% $216.06 +2.5%
575 STRL STERLING INFRASTRUCTURE INC Industrials 8,450.0 $7.1M 0.01% +8K +8435.4% $839.33 -36.3%
576 ONB OLD NATL BANCORP IND Financial Services 273,336.0 $7.1M 0.01% +270K +7072.3% $25.90 +0.0%
577 DVA DAVITA INC Healthcare 31,797.0 $7.1M 0.01% +28K +671.0% $222.48 -20.3%
578 LKQ LKQ CORP Consumer Cyclical 267,528.0 $7.0M 0.01% +251K +1539.9% $26.33 -1.8%
579 AGYS AGILYSYS INC Technology 67,293.0 $7.0M 0.01% +62K +1255.9% $104.50 +11.7%
580 MDB MONGODB INC Technology 20,772.0 $7.0M 0.01% +20K +3746.7% $335.90 +31.1%
Page 29 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%