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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 57 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 DORM DORMAN PRODS INC Consumer Cyclical 14,356.0 $2.0M 0.00% +14K +7965.2% $136.45 -3.2%
1122 PTC PTC INC Technology 17,220.0 $2.0M 0.00% +12K +240.9% $113.61 +36.2%
1123 BOX BOX INC Technology 73,656.0 $2.0M 0.00% +34K +84.3% $26.54 +24.0%
1124 ARCC ARES CAPITAL CORP Financial Services 105,321.0 $2.0M 0.00% +100K +1761.8% $18.53 +7.5%
1125 ACVA ACV AUCTIONS INC Consumer Cyclical 271,403.0 $2.0M 0.00% +268K +7922.6% $7.19 +3.3%
1126 OPCH OPTION CARE HEALTH INC Healthcare 92,890.0 $1.9M 0.00% +91K +3890.1% $20.97 +13.0%
1127 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 32,782.0 $1.9M 0.00% +32K +4306.2% $59.36 -8.6%
1128 VDC VANGUARD WORLD FD 8,628.0 $1.9M 0.00% +6K +244.6% $225.49 +2.8%
1129 SNEX STONEX GROUP INC Financial Services 16,402.0 $1.9M 0.00% +16K +5886.1% $118.50 -42.2%
1130 UNF UNIFIRST CORP MASS Industrials 7,337.0 $1.9M 0.00% +7K +3998.9% $264.48 +9.7%
1131 XLG INVESCO EXCHANGE TRADED FD T 31,612.0 $1.9M 0.00% +29K +933.1% $61.23 +1.4%
1132 REXR REXFORD INDL RLTY INC Real Estate 57,673.0 $1.9M 0.00% +56K +2727.1% $33.50 +11.1%
1133 GDV GABELLI DIVID & INCOME TR Financial Services 65,570.0 $1.9M 0.00% +65K +6457.0% $29.40 +3.4%
1134 TILE INTERFACE INC Consumer Cyclical 53,485.0 $1.9M 0.00% +53K +10000.0% $35.84 +8.6%
1135 ASB ASSOCIATED BANC-CORP Financial Services 62,084.0 $1.9M 0.00% +61K +4140.7% $30.77 +0.2%
1136 TXT TEXTRON INC Industrials 20,763.0 $1.9M 0.00% +14K +187.7% $91.73 -9.6%
1137 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,721.0 $1.9M 0.00% +5K +3503.8% $401.79 +1.1%
1138 ACA ARCOSA INC Industrials 13,001.0 $1.9M 0.00% +13K +3541.7% $145.28 -0.3%
1139 CNX CNX RES CORP Energy 55,405.0 $1.9M 0.00% +54K +3493.1% $33.93 +7.2%
1140 AZZ AZZ INC Industrials 12,101.0 $1.9M 0.00% +12K +3067.8% $155.05 -8.9%
Page 57 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%