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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 46 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TSCO TRACTOR SUPPLY CO Consumer Cyclical 106,982.0 $3.4M 0.01% +76K +242.5% $31.61 +10.7%
902 DK DELEK US HLDGS INC NEW Energy 66,157.0 $3.4M 0.01% +59K +876.5% $50.81 +40.7%
903 ARMK ARAMARK Industrials 58,892.0 $3.4M 0.01% +56K +1951.3% $56.90 +5.0%
904 EXEL EXELIXIS INC Healthcare 61,570.0 $3.4M 0.01% +58K +1697.1% $54.41 -0.6%
905 SFM SPROUTS FMRS MKT INC Consumer Defensive 39,607.0 $3.4M 0.01% +36K +1082.3% $84.58 -4.1%
906 TGTX TG THERAPEUTICS INC Healthcare 60,926.0 $3.3M 0.01% +60K +8122.1% $54.94 -1.2%
907 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 113,325.0 $3.3M 0.01% +113K +10000.0% $29.53 -5.8%
908 IEX IDEX CORP Industrials 14,719.0 $3.3M 0.01% +12K +364.5% $226.95 +3.3%
909 BXP BXP INC Real Estate 50,353.0 $3.3M 0.01% +2K +5.1% $66.31 +2.1%
910 LPLA LPL FINL HLDGS INC Financial Services 11,770.0 $3.3M 0.01% +11K +3272.5% $281.69 +28.3%
911 VWOB VANGUARD WHITEHALL FDS 49,241.0 $3.3M 0.01% +49K +10000.0% $67.24 -2.0%
912 DIVO AMPLIFY ETF TR 72,355.0 $3.3M 0.01% +67K +1226.2% $45.70 +6.3%
913 ENS ENERSYS Industrials 14,058.0 $3.3M 0.01% +14K +5126.0% $233.81 -18.8%
914 RRC RANGE RES CORP Energy 88,284.0 $3.3M 0.01% +86K +4264.0% $37.19 +10.4%
915 SKY CHAMPION HOMES INC Consumer Cyclical 37,159.0 $3.3M 0.01% +33K +720.8% $88.12 +2.4%
916 TOST TOAST INC Technology 117,699.0 $3.3M 0.01% +117K +10000.0% $27.82 +31.7%
917 SIGI SELECTIVE INS GROUP INC Financial Services 33,722.0 $3.3M 0.01% +33K +3127.0% $97.01 -5.7%
918 PTEN PATTERSON-UTI ENERGY INC Energy 355,233.0 $3.3M 0.01% +351K +8690.7% $9.18 +34.4%
919 FTV FORTIVE CORP Technology 53,365.0 $3.3M 0.01% +43K +391.4% $61.09 -1.7%
920 XLRE SELECT SECTOR SPDR TR 73,773.0 $3.2M 0.01% +34K +86.5% $44.03 +2.4%
Page 46 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%