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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 5 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD INDEX FDS 1,836,631.0 $158.2M 0.26% +1.7M +898.1% $86.14 +3.2%
82 ABT ABBOTT LABORATORIES Healthcare 1,716,325.0 $155.7M 0.25% +438K +34.2% $90.74 +21.7%
83 MPC MARATHON PETE CORP Energy 595,156.0 $152.2M 0.25% +65K +12.2% $255.67 +40.1%
84 WFC WELLS FARGO & CO Financial Services 1,814,187.0 $149.9M 0.24% +405K +28.7% $82.64 +5.9%
85 NFLX NETFLIX INC. Communication Services 1,889,128.0 $134.9M 0.22% +737K +64.0% $71.40 +6.5%
86 VIG VANGUARD SPECIALIZED FUNDS 566,771.0 $134.1M 0.22% +78K +15.9% $236.62 +3.3%
87 PEP PEPSICO INC Consumer Defensive 989,938.0 $134.0M 0.22% +420K +73.7% $135.40 +2.1%
88 EMR EMERSON ELEC CO Industrials 874,450.0 $125.2M 0.20% +450K +106.0% $143.15 +13.2%
89 SHW SHERWIN WILLIAMS CO Basic Materials 359,830.0 $123.9M 0.20% +63K +21.1% $344.32 +1.6%
90 ISRG INTUITIVE SURGICAL INC Healthcare 307,337.0 $122.2M 0.20% +91K +42.3% $397.68 -1.9%
91 VV VANGUARD INDEX FDS 354,534.0 $121.9M 0.20% +71K +25.0% $343.91 +3.5%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 432,456.0 $121.6M 0.20% +275K +175.2% $281.21 -18.6%
93 DFAX DIMENSIONAL ETF TRUST 3,295,765.0 $121.4M 0.20% +3.3M +10000.0% $36.84 +3.8%
94 IVE ISHARES TR 528,705.0 $120.0M 0.20% +289K +121.0% $227.06 +4.2%
95 VGT VANGUARD WORLD FD 969,149.0 $115.8M 0.19% +920K +1883.8% $119.52 +2.5%
96 CRWD CROWDSTRIKE HLDGS INC Technology 150,694.0 $115.0M 0.19% +54K +55.3% $190.79 +12.1%
97 AVEM AMERICAN CENTY ETF TR 1,180,739.0 $113.9M 0.18% +545K +85.7% $96.49 -2.1%
98 BIV VANGUARD BD INDEX FDS 1,471,769.0 $112.9M 0.18% +1.3M +1057.6% $76.70 -1.6%
99 AVDE AMERICAN CENTY ETF TR 1,262,823.0 $112.6M 0.18% +476K +60.5% $89.20 +5.7%
100 BA BOEING CO Industrials 518,172.0 $112.2M 0.18% +164K +46.5% $216.47 +4.4%
Page 5 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%