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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 31 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 UGI UGI CORP NEW Utilities 191,641.0 $6.6M 0.01% +188K +5698.5% $34.54 +11.5%
602 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 86,481.0 $6.6M 0.01% +68K +371.4% $76.40 +9.4%
603 INGERSOLL RAND INC 80,420.0 $6.6M 0.01% +64K +379.5% $81.99
604 CNP CENTERPOINT ENERGY INC Utilities 148,582.0 $6.5M 0.01% +127K +592.2% $44.04 -7.9%
605 UNM UNUM GROUP Financial Services 73,151.0 $6.5M 0.01% +71K +3168.6% $89.40 -2.4%
606 ICUI ICU MED INC Healthcare 44,598.0 $6.5M 0.01% +44K +10000.0% $146.60 +27.6%
607 ATO ATMOS ENERGY CORP Utilities 37,939.0 $6.5M 0.01% +31K +476.7% $172.27 +0.5%
608 VTRS VIATRIS INC Healthcare 411,537.0 $6.5M 0.01% +312K +312.1% $15.88 +1.6%
609 CF CF INDUSTRIES HOLD Basic Materials 60,342.0 $6.5M 0.01% +37K +153.2% $108.26 +16.7%
610 SR SPIRE INC Utilities 83,476.0 $6.5M 0.01% +83K +10000.0% $78.09 +7.9%
611 ILMN ILLUMINA INC Healthcare 37,044.0 $6.5M 0.01% +36K +2505.1% $175.83 +23.4%
612 PPL PPL CORP Utilities 179,160.0 $6.5M 0.01% +148K +473.5% $36.35 -2.1%
613 CHE CHEMED CORP NEW Healthcare 13,926.0 $6.5M 0.01% +11K +381.9% $465.75 +16.0%
614 MUSA MURPHY USA INC Consumer Cyclical 11,945.0 $6.4M 0.01% +12K +5872.5% $538.86 +6.3%
615 HXL HEXCEL CORP NEW Industrials 64,216.0 $6.4M 0.01% +28K +75.0% $100.06 -5.3%
616 GIS GENERAL MILLS INC Consumer Defensive 184,435.0 $6.4M 0.01% +97K +111.8% $34.80 +14.0%
617 SAIC SCIENCE APPLICATIONS INTL CO Technology 57,885.0 $6.4M 0.01% +57K +10000.0% $110.41 +14.4%
618 DOW DOW HLDGS INC Basic Materials 232,419.0 $6.4M 0.01% +158K +213.3% $27.36 +20.6%
619 IXUS ISHARES TR 66,348.0 $6.3M 0.01% +66K +10000.0% $95.44 +1.7%
620 AR ANTERO RESOURCES CORP Energy 179,319.0 $6.3M 0.01% +176K +5960.1% $35.14 +7.9%
Page 31 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%