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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 6 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CINF CINCINNATI FINL CORP Financial Services 605,574.0 $112.1M 0.18% +16K +2.7% $185.14 -7.6%
102 EEM ISHARES TR 1,638,280.0 $112.1M 0.18% +926K +130.0% $68.41 -1.6%
103 QQQ INVESCO QQQ TR Financial Services 150,121.0 $110.5M 0.18% +126K +532.8% $736.40 -0.9%
104 J P MORGAN EXCHANGE TRADED F 2,170,646.0 $109.8M 0.18% +485K +28.8% $50.57
105 PFE PFIZER INC Healthcare 4,509,295.0 $108.6M 0.18% +1.9M +74.1% $24.08 +11.6%
106 BLK BLACKROCK INC Financial Services 112,414.0 $108.1M 0.17% +42K +59.7% $961.56 +19.3%
107 ADP AUTOMATIC DATA PROCESSING IN Industrials 472,340.0 $105.8M 0.17% +176K +59.5% $223.95 +18.8%
108 GLD SPDR GOLD TR Financial Services 286,290.0 $105.5M 0.17% +123K +75.5% $368.38 +10.1%
109 AXP AMERICAN EXPRESS CO Financial Services 307,570.0 $104.0M 0.17% +118K +62.7% $338.25 -0.6%
110 DVY ISHARES TR 658,941.0 $103.0M 0.17% +427K +184.3% $156.30 +5.1%
111 GD GENERAL DYNAMICS CORP Industrials 287,245.0 $101.8M 0.17% +58K +25.5% $354.24 +10.4%
112 RSP INVESCO EXCHANGE TRADED FD T 472,975.0 $100.6M 0.16% +417K +748.5% $212.77 +3.8%
113 DIS DISNEY WALT CO Communication Services 1,036,975.0 $99.8M 0.16% +380K +57.8% $96.25 +7.5%
114 VTV VANGUARD INDEX FDS 445,041.0 $97.0M 0.16% +181K +68.6% $217.93 +4.0%
115 IGF ISHARES TR 1,445,713.0 $96.3M 0.16% +80K +5.9% $66.60 -1.5%
116 KLAC KLA CORP Technology 311,791.0 $94.1M 0.15% +301K +2815.6% $301.71 -31.8%
117 BSV VANGUARD BD INDEX FDS 1,204,888.0 $93.9M 0.15% +324K +36.8% $77.91 -0.4%
118 DHR DANAHER CORP DEL Healthcare 490,600.0 $93.4M 0.15% +13K +2.6% $190.48 +6.4%
119 QCOM QUALCOMM INC Technology 502,784.0 $92.9M 0.15% +147K +41.4% $184.79 -12.2%
120 DUK DUKE ENERGY CORP NEW Utilities 731,800.0 $92.6M 0.15% +253K +52.7% $126.58 -2.4%
Page 6 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%