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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 58 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LGND LIGAND PHARMACEUTICALS INC Healthcare 5,921.0 $1.9M 0.00% +6K +3795.4% $316.07 -9.4%
1142 MYRG MYR GROUP INC Industrials 3,733.0 $1.9M 0.00% +4K +3010.8% $500.30 -37.9%
1143 NATL NCR ATLEOS CORPORATION Technology 43,010.0 $1.9M 0.00% +43K +8713.5% $43.41 +6.9%
1144 POWI POWER INTEGRATIONS INC Technology 22,275.0 $1.9M 0.00% +14K +183.4% $83.76 -34.1%
1145 DOCU DOCUSIGN INC Technology 41,722.0 $1.9M 0.00% +40K +3311.4% $44.42 +39.6%
1146 TNC TENNANT CO Industrials 21,150.0 $1.9M 0.00% +21K +10000.0% $87.54 -21.5%
1147 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 35,122.0 $1.8M 0.00% +9K +35.1% $52.65 +28.3%
1148 TDIV FIRST TR EXCHANGE TRADED FD 16,078.0 $1.8M 0.00% +16K +9357.6% $114.88 -0.2%
1149 MSM MSC INDL DIRECT INC Industrials 15,483.0 $1.8M 0.00% +15K +5995.7% $118.95 +0.7%
1150 OLN OLIN CORP Basic Materials 92,705.0 $1.8M 0.00% +92K +8953.2% $19.82 -7.2%
1151 KNF KNIFE RIVER CORP Basic Materials 21,957.0 $1.8M 0.00% +21K +3863.4% $83.65 -20.9%
1152 VIGI VANGUARD WHITEHALL FDS 19,589.0 $1.8M 0.00% +14K +278.6% $93.38 +5.6%
1153 IDCC INTERDIGITAL INC Technology 6,431.0 $1.8M 0.00% +6K +911.2% $283.16 +20.9%
1154 GBCI GLACIER BANCORP INC NEW Financial Services 35,292.0 $1.8M 0.00% +34K +2623.2% $51.58 -8.4%
1155 GAMESTOP CORP 82,394.0 $1.8M 0.00% +80K +2824.9% $22.08
1156 VCTR VICTORY CAP HLDGS INC DEL Financial Services 21,566.0 $1.8M 0.00% +20K +1504.6% $84.06 +37.6%
1157 VICR VICOR CORP Technology 4,772.0 $1.8M 0.00% +5K +2507.7% $379.83 -47.2%
1158 IBDT ISHARES TR 71,728.0 $1.8M 0.00% +44K +159.4% $25.25 -0.2%
1159 CRC CALIFORNIA RES CORP Energy 34,243.0 $1.8M 0.00% +34K +5804.0% $52.87 +0.7%
1160 WAL WESTERN ALLIANCE BANCORP Financial Services 21,980.0 $1.8M 0.00% +22K +5261.0% $82.20 -3.1%
Page 58 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%