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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 55 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LW LAMB WESTON HLDGS INC Consumer Defensive 49,555.0 $2.1M 0.00% +42K +579.3% $43.18 +24.3%
1082 WOR WORTHINGTON ENTERPRISES INC Industrials 39,791.0 $2.1M 0.00% +27K +201.3% $53.76 +5.8%
1083 HOMB HOME BANCSHARES INC Financial Services 74,837.0 $2.1M 0.00% +72K +2873.3% $28.55 +6.0%
1084 BCO BRINKS CO Industrials 22,610.0 $2.1M 0.00% +22K +5232.6% $94.49 +17.9%
1085 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 54,723.0 $2.1M 0.00% +44K +432.5% $38.96 +10.2%
1086 PVH PVH CORPORATION Consumer Cyclical 28,683.0 $2.1M 0.00% +28K +4985.6% $74.26 +5.7%
1087 FOXA FOX CORP Communication Services 40,815.0 $2.1M 0.00% +30K +294.1% $52.16 +31.4%
1088 BILL BILL HOLDINGS INC Technology 58,716.0 $2.1M 0.00% +58K +5879.2% $36.16 +32.2%
1089 ALGM ALLEGRO MICROSYSTEMS INC Technology 30,449.0 $2.1M 0.00% +29K +2495.8% $69.62 -46.6%
1090 IRIDIUM COMMUNICATIONS INC 38,408.0 $2.1M 0.00% +37K +2709.7% $54.85
1091 IBDS ISHARES TR 86,828.0 $2.1M 0.00% +78K +854.4% $24.22 -0.1%
1092 HQY HEALTHEQUITY INC Healthcare 23,173.0 $2.1M 0.00% +22K +2171.9% $90.32 +16.7%
1093 DFIV DIMENSIONAL ETF TRUST 38,601.0 $2.1M 0.00% +18K +85.3% $54.02 +7.9%
1094 BLV VANGUARD BD INDEX FDS 30,200.0 $2.1M 0.00% +30K +10000.0% $68.93 -4.5%
1095 SMCI SUPER MICRO COMPUTER INC Technology 70,889.0 $2.1M 0.00% +52K +269.6% $29.33 +27.0%
1096 WSFS WSFS FINL CORP Financial Services 27,078.0 $2.1M 0.00% +27K +10000.0% $76.73 +4.1%
1097 ALG ALAMO GROUP INC Industrials 12,601.0 $2.1M 0.00% +13K +10000.0% $164.50 -0.1%
1098 SCHR SCHWAB STRATEGIC TR 83,846.0 $2.1M 0.00% +82K +5817.1% $24.66 -1.1%
1099 HUBG HUB GROUP INC Industrials 47,174.0 $2.1M 0.00% +47K +10000.0% $43.79 -7.0%
1100 VRP INVESCO EXCH TRADED FD TR II 84,819.0 $2.1M 0.00% +81K +1919.5% $24.31 -0.6%
Page 55 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%