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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 32 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 OTIS OTIS WORLDWIDE CORP Industrials 87,963.0 $6.3M 0.01% +77K +730.5% $71.60 +0.2%
622 SCHF SCHWAB STRATEGIC TR 226,866.0 $6.3M 0.01% +147K +183.7% $27.70 +1.9%
623 LNT ALLIANT ENERGY CORP Utilities 82,354.0 $6.3M 0.01% +41K +99.0% $76.29 -9.0%
624 SITM SITIME CORP Technology 8,427.0 $6.3M 0.01% +8K +5301.9% $745.51 -19.7%
625 HAL HALLIBURTON CO Energy 184,909.0 $6.3M 0.01% +134K +260.7% $33.95 +5.1%
626 TT TRANE TECHNOLOGIES PLC Industrials 12,753.0 $6.3M 0.01% +2K +21.3% $491.16 -8.2%
627 POR PORTLAND GEN ELEC CO Utilities 120,460.0 $6.2M 0.01% +120K +10000.0% $51.83 -3.2%
628 XPO XPO INC Industrials 30,385.0 $6.2M 0.01% +29K +2685.1% $205.29 -4.1%
629 KRMN KARMAN HLDGS INC Industrials 124,548.0 $6.2M 0.01% +124K +10000.0% $49.92 +8.9%
630 MTH MERITAGE HOMES CORP Consumer Cyclical 74,061.0 $6.2M 0.01% +24K +49.3% $83.85 -15.3%
631 R RYDER SYS INC Industrials 23,487.0 $6.2M 0.01% +14K +143.6% $263.77 -6.0%
632 RKLB ROCKET LAB CORP Industrials 60,850.0 $6.2M 0.01% +59K +4328.7% $101.65 -28.2%
633 ARES ARES MANAGEMENT CORPORATION Financial Services 55,486.0 $6.2M 0.01% +39K +229.4% $111.31 +26.0%
634 PNW PINNACLE WEST CAP CORP Utilities 57,470.0 $6.1M 0.01% +53K +1211.8% $107.00 -7.1%
635 DLTR DOLLAR TREE INC Consumer Defensive 50,627.0 $6.1M 0.01% +38K +305.3% $120.95 +6.2%
636 SWKS SKYWORKS SOLUTIONS INC Technology 90,251.0 $6.1M 0.01% +59K +185.9% $67.80 +0.2%
637 VOX VANGUARD WORLD FD 33,258.0 $6.1M 0.01% +20K +145.6% $183.95 +0.3%
638 VIS VANGUARD WORLD FD 16,947.0 $6.1M 0.01% +11K +187.7% $360.38 -4.3%
639 ALB ALBEMARLE CORP Basic Materials 45,225.0 $6.1M 0.01% +15K +51.2% $135.03 -0.6%
640 MELI MERCADOLIBRE INC Consumer Cyclical 3,597.0 $6.1M 0.01% +1K +65.1% $1697.33 +13.2%
Page 32 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%