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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 43 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 EMLC VANECK ETF TRUST 152,712.0 $3.9M 0.01% +153K +10000.0% $25.56 +1.1%
842 MATX MATSON INC Industrials 20,303.0 $3.9M 0.01% +20K +4362.2% $192.23 +15.9%
843 DXCM DEXCOM INC Healthcare 57,923.0 $3.9M 0.01% +33K +133.5% $67.35 +37.1%
844 TDW TIDEWATER INC NEW Energy 58,474.0 $3.9M 0.01% +58K +10000.0% $66.63 +43.0%
845 GNRC GENERAC HLDGS INC Industrials 13,240.0 $3.9M 0.01% +10K +327.9% $292.81 -29.7%
846 CDW CDW CORP Technology 27,534.0 $3.9M 0.01% +19K +241.5% $140.64 -2.4%
847 STBA S & T BANCORP INC Financial Services 78,694.0 $3.9M 0.01% +7K +9.7% $49.08 +2.6%
848 CRUS CIRRUS LOGIC INC Technology 25,972.0 $3.9M 0.01% +11K +79.1% $148.53 -22.4%
849 BLDR BUILDERS FIRSTSOURCE INC Industrials 43,059.0 $3.9M 0.01% +41K +2350.7% $89.48 -21.5%
850 KLIC KULICKE & SOFFA INDS INC Technology 28,704.0 $3.8M 0.01% +28K +2856.1% $133.76 -35.9%
851 EEMV ISHARES INC 50,730.0 $3.8M 0.01% +50K +10000.0% $75.28 -0.8%
852 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44,286.0 $3.8M 0.01% +30K +211.0% $86.09 +17.3%
853 CGGR CAPITAL GROUP GROWTH ETF 80,655.0 $3.8M 0.01% +80K +10000.0% $47.20 -0.4%
854 OSK OSHKOSH CORP Industrials 24,734.0 $3.8M 0.01% +24K +2048.9% $153.48 +2.4%
855 VOYG VOYAGER TECHNOLOGIES INC Industrials 117,683.0 $3.8M 0.01% +90K +321.6% $32.25 +19.1%
856 FSLR FIRST SOLAR INC Energy 15,903.0 $3.8M 0.01% +11K +209.2% $235.96 -9.2%
857 WDAY WORKDAY INC Technology 30,571.0 $3.7M 0.01% +26K +566.0% $122.42 +63.4%
858 CNO CNO FINL GROUP INC Financial Services 72,989.0 $3.7M 0.01% +71K +3765.9% $50.98 +5.0%
859 GKOS GLAUKOS CORP Healthcare 26,497.0 $3.7M 0.01% +23K +570.0% $139.76 +32.3%
860 XRAY DENTSPLY SIRONA INC Healthcare 348,568.0 $3.7M 0.01% +346K +10000.0% $10.61 +2.9%
Page 43 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%