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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 54 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GDDY GODADDY INC Technology 26,611.0 $2.3M 0.00% +24K +1000.5% $84.88 +14.4%
1062 SCHB SCHWAB STRATEGIC TR 77,903.0 $2.3M 0.00% +38K +93.1% $28.96 +2.2%
1063 CHTR CHARTER COMMUNICATIONS INC Communication Services 15,852.0 $2.3M 0.00% +13K +442.7% $142.21 +5.6%
1064 OPLN OPENLANE INC Consumer Cyclical 54,644.0 $2.3M 0.00% +53K +3932.8% $41.24 -19.0%
1065 FTDR FRONTDOOR INC Consumer Cyclical 28,993.0 $2.2M 0.00% +28K +5507.9% $77.59 +6.4%
1066 CSGP COSTAR GROUP INC Real Estate 79,154.0 $2.2M 0.00% +71K +906.3% $28.32 +13.9%
1067 FCN FTI CONSULTING INC Industrials 15,026.0 $2.2M 0.00% +15K +3601.0% $149.01 +4.5%
1068 SPTL SPDR SERIES TRUST 85,061.0 $2.2M 0.00% +84K +9930.8% $26.23 -4.3%
1069 KNSL KINSALE CAP GROUP INC Financial Services 6,735.0 $2.2M 0.00% +6K +1554.8% $329.83 +16.3%
1070 FDN FIRST TR EXCHANGE-TRADED FD 8,391.0 $2.2M 0.00% +8K +1123.2% $264.70 +8.3%
1071 SCHE SCHWAB STRATEGIC TR 61,233.0 $2.2M 0.00% +33K +116.8% $36.26 +2.0%
1072 CNMD CONMED CORP Healthcare 67,660.0 $2.2M 0.00% +56K +472.3% $32.73 +56.0%
1073 SPSB SPDR SERIES TRUST 73,368.0 $2.2M 0.00% +68K +1374.1% $30.01 -0.2%
1074 SFBS SERVISFIRST BANCSHARES INC Financial Services 25,272.0 $2.2M 0.00% +25K +6959.2% $86.75 -50.0%
1075 HWC HANCOCK WHITNEY CORPORATION Financial Services 29,211.0 $2.2M 0.00% +28K +2635.1% $74.72 +0.9%
1076 SEIC SEI INVTS CO Financial Services 24,840.0 $2.2M 0.00% +24K +1926.1% $87.71 +24.9%
1077 ABM ABM INDS INC Industrials 49,012.0 $2.2M 0.00% +49K +10000.0% $44.24 +5.8%
1078 COLB COLUMBIA BKG SYS INC Financial Services 67,429.0 $2.2M 0.00% +65K +3221.6% $32.05 -3.9%
1079 AES AES CORP Utilities 146,664.0 $2.2M 0.00% +75K +105.8% $14.66 +0.8%
1080 BEACON FINANCIAL CORP. 70,512.0 $2.1M 0.00% +70K +10000.0% $30.45
Page 54 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%