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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 44 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PURSUIT ATTRACTIONS AND HOSP 66,014.0 $3.7M 0.01% +66K +10000.0% $55.97
862 FOX FOX CORP 78,511.0 $3.7M 0.01% +73K +1295.8% $46.84
863 SOMNIGROUP INTERNATIONAL INC 46,853.0 $3.7M 0.01% +45K +2273.5% $78.40
864 NMIH NMI HLDGS INC Financial Services 89,358.0 $3.7M 0.01% +89K +10000.0% $41.09 +9.9%
865 VCLT VANGUARD SCOTTSDALE FDS 48,697.0 $3.7M 0.01% +48K +8413.5% $75.25 -4.7%
866 SMTC SEMTECH CORP Technology 22,542.0 $3.6M 0.01% +22K +2334.3% $161.85 -23.3%
867 CVLT COMMVAULT SYS INC Technology 25,688.0 $3.6M 0.01% +25K +5944.2% $141.73 -5.6%
868 MIR MIRION TECHNOLOGIES INC Industrials 202,965.0 $3.6M 0.01% +202K +10000.0% $17.93 -17.3%
869 BIO BIO RAD LABS INC Healthcare 12,394.0 $3.6M 0.01% +6K +83.4% $293.59 +29.4%
870 ALGN ALIGN TECHNOLOGY INC Healthcare 21,574.0 $3.6M 0.01% +16K +283.9% $168.66 -3.6%
871 IGM ISHARES TR 22,140.0 $3.6M 0.01% +17K +314.0% $163.58 -2.9%
872 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 93,340.0 $3.6M 0.01% +59K +170.5% $38.73 +59.7%
873 CRBG COREBRIDGE FINL INC 126,226.0 $3.6M 0.01% +126K +10000.0% $28.63
874 MP MP MATERIALS CORP Basic Materials 64,295.0 $3.6M 0.01% +62K +2776.7% $56.01 +7.2%
875 GL GLOBE LIFE INC Financial Services 20,141.0 $3.6M 0.01% +13K +185.5% $178.68 -4.3%
876 SMG SCOTTS MIRACLE-GRO CO Basic Materials 52,792.0 $3.6M 0.01% +32K +159.0% $68.11 -10.4%
877 L LOEWS CORP Financial Services 31,759.0 $3.6M 0.01% +23K +265.1% $113.21 -3.0%
878 LECO LINCOLN ELEC HLDGS INC Industrials 13,540.0 $3.6M 0.01% +13K +1537.2% $265.51 +6.1%
879 UMBF UMB FINL CORP Financial Services 25,163.0 $3.6M 0.01% +25K +4268.6% $142.76 +1.7%
880 TRU TRANSUNION Industrials 49,784.0 $3.6M 0.01% +48K +2696.8% $72.14 +17.3%
Page 44 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%