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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 40 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 LRN STRIDE INC Consumer Defensive 50,509.0 $4.4M 0.01% +50K +10000.0% $86.24 -2.4%
782 CALM CAL MAINE FOODS INC Consumer Defensive 54,048.0 $4.4M 0.01% +54K +10000.0% $80.56 +3.1%
783 PRI PRIMERICA INC Financial Services 15,288.0 $4.3M 0.01% +14K +1068.8% $284.19 +4.0%
784 BKLN INVESCO EXCH TRADED FD TR II 213,098.0 $4.3M 0.01% +211K +9529.4% $20.37 +1.2%
785 EIX EDISON INTL Utilities 58,259.0 $4.3M 0.01% +39K +210.5% $74.45 -4.1%
786 TOL TOLL BROTHERS INC Consumer Cyclical 26,245.0 $4.3M 0.01% +25K +2465.5% $164.75 -10.6%
787 SHOP SHOPIFY INC Technology 37,848.0 $4.3M 0.01% +643.0 +1.7% $114.18 +30.2%
788 PRIM PRIMORIS SVCS CORP Industrials 43,369.0 $4.3M 0.01% +43K +10000.0% $99.12 -21.5%
789 PLXS PLEXUS CORP Technology 14,233.0 $4.3M 0.01% +14K +6911.3% $300.67 -19.8%
790 OVV OVINTIV INC Energy 81,233.0 $4.3M 0.01% +80K +5820.8% $52.65 +27.3%
791 EAT BRINKER INTL INC Consumer Cyclical 25,395.0 $4.3M 0.01% +25K +9629.9% $168.00 +45.5%
792 NWE NORTHWESTERN ENERGY GROUP IN Utilities 59,485.0 $4.3M 0.01% +59K +10000.0% $71.62 -3.1%
793 EQH EQUITABLE HLDGS INC Financial Services 96,709.0 $4.2M 0.01% +95K +4725.8% $43.88 +11.2%
794 MGY MAGNOLIA OIL & GAS CORP Energy 165,467.0 $4.2M 0.01% +165K +10000.0% $25.58 +10.2%
795 THG HANOVER INS GROUP INC Financial Services 19,727.0 $4.2M 0.01% +18K +1125.3% $214.12 +4.2%
796 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 20,947.0 $4.2M 0.01% +21K +10000.0% $201.08 +6.9%
797 VPU VANGUARD WORLD FD 21,505.0 $4.2M 0.01% +8K +56.2% $195.73 -5.4%
798 LII LENNOX INTL INC Industrials 7,316.0 $4.2M 0.01% +7K +1194.9% $572.93 -29.4%
799 VEEV VEEVA SYS INC Healthcare 23,604.0 $4.2M 0.01% +15K +180.9% $177.47 +39.6%
800 FLR FLUOR CORP Industrials 79,944.0 $4.2M 0.01% +78K +4307.1% $52.39 +0.5%
Page 40 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%