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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 5 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 190,371.0 $12.2M 0.04% +27K +16.8% $64.31 +37.3%
82 MUB ISHARES TR 112,409.0 $12.0M 0.04% +7K +7.0% $107.11 -0.9%
83 CTVA CORTEVA INC Basic Materials 178,392.0 $12.0M 0.04% +23K +14.7% $67.03 +24.3%
84 REGN REGENERON PHARMACEUTICALS Healthcare 15,425.0 $11.9M 0.04% +3K +27.9% $771.87 -7.6%
85 RSP INVESCO EXCHANGE TRADED FD T 55,741.0 $10.7M 0.03% +10K +21.5% $191.56 +5.2%
86 XLB SELECT SECTOR SPDR TR 227,068.0 $10.3M 0.03% +109K +92.8% $45.35 +10.9%
87 TLT ISHARES TR 116,829.0 $10.2M 0.03% +9K +8.4% $87.16 -4.0%
88 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 37,166.0 $9.5M 0.03% +5K +14.0% $256.03 -5.3%
89 IJJ ISHARES TR 72,078.0 $9.5M 0.03% +2K +3.2% $131.59 +4.8%
90 STT STATE STR CORP Financial Services 70,604.0 $9.1M 0.03% +2K +2.3% $129.01 +19.2%
91 JCI JOHNSON CTLS INTL PLC Industrials 71,909.0 $8.6M 0.03% +8K +13.3% $119.75 +20.1%
92 AVLV AMERICAN CENTY ETF TR 99,409.0 $7.5M 0.02% +81K +431.6% $75.77 +16.0%
93 SLDE SLIDE INS HLDGS INC Financial Services 381,547.0 $7.4M 0.02% +381K +10000.0% $19.48 -4.3%
94 CENCORA INC 20,611.0 $7.0M 0.02% +3K +16.2% $337.75
95 CG CARLYLE GROUP INC Financial Services 116,874.0 $6.9M 0.02% +10K +9.0% $59.11 -18.8%
96 CL COLGATE PALMOLIVE CO Consumer Defensive 82,990.0 $6.6M 0.02% +5K +7.0% $79.02 +11.5%
97 SLV ISHARES SILVER TR Financial Services 95,139.0 $6.1M 0.02% +4K +4.7% $64.42 +7.2%
98 CHDN CHURCHILL DOWNS INC Consumer Cyclical 52,649.0 $6.0M 0.02% +52K +6547.6% $113.78 -23.8%
99 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21,000.0 $5.9M 0.02% +643.0 +3.2% $278.92 -4.9%
100 TRV TRAVELERS COMPANIES INC Financial Services 19,139.0 $5.6M 0.02% +927.0 +5.1% $290.06 +2.8%
Page 5 of 52  ·  1,040 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%