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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 53 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MKL MARKEL GROUP INC Financial Services 1,225.0 $2.4M 0.00% +1K +528.2% $1952.49 -8.0%
1042 SHM SPDR SERIES TRUST 49,793.0 $2.4M 0.00% +49K +10000.0% $47.97 -0.4%
1043 USFR WISDOMTREE TR 47,162.0 $2.4M 0.00% +45K +2120.4% $50.35 +0.3%
1044 PERIMETER SOLUTIONS INC 66,477.0 $2.4M 0.00% +66K +10000.0% $35.65
1045 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,985.0 $2.4M 0.00% +5K +130.4% $263.28 +40.0%
1046 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 48,991.0 $2.3M 0.00% +37K +300.9% $47.81 -8.5%
1047 TXNM ENERGY INC 41,236.0 $2.3M 0.00% +41K +5867.6% $56.78
1048 INSTALLED BLDG PRODS INC 10,139.0 $2.3M 0.00% +10K +5501.7% $229.84
1049 BBWI BATH & BODY WORKS INC Consumer Cyclical 100,531.0 $2.3M 0.00% +100K +10000.0% $23.13 -15.9%
1050 TRN TRINITY INDS INC Industrials 67,043.0 $2.3M 0.00% +55K +458.6% $34.58 -13.9%
1051 RLI RLI CORP Financial Services 39,223.0 $2.3M 0.00% +39K +9107.3% $59.07 +10.7%
1052 SCHG SCHWAB STRATEGIC TR 67,918.0 $2.3M 0.00% +59K +666.9% $33.84 +4.4%
1053 GEF GREIF INC Consumer Cyclical 30,819.0 $2.3M 0.00% +31K +10000.0% $74.49 +18.0%
1054 HEDJ WISDOMTREE TR 40,268.0 $2.3M 0.00% +23K +131.9% $57.00 +0.5%
1055 HLNE HAMILTON LANE INC Financial Services 28,969.0 $2.3M 0.00% +29K +8625.6% $78.83 +33.6%
1056 MTG MGIC INVT CORP WIS Financial Services 80,955.0 $2.3M 0.00% +78K +2837.4% $28.20 +9.6%
1057 ENPH ENPHASE ENERGY INC Energy 46,167.0 $2.3M 0.00% +45K +5274.5% $49.24 -21.6%
1058 PB PROSPERITY BANCSHARES INC Financial Services 31,103.0 $2.3M 0.00% +30K +2961.3% $73.03 -0.4%
1059 ZS ZSCALER INC Technology 16,060.0 $2.3M 0.00% +15K +1336.5% $141.15 +28.8%
1060 BKH BLACK HILLS CORP Utilities 30,387.0 $2.3M 0.00% +30K +3887.8% $74.40 -3.6%
Page 53 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%