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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 62 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ESGU ISHARES TR 9,649.0 $1.6M 0.00% +9K +832.3% $163.67 +2.5%
1222 FERG FERGUSON ENTERPRISES INC Industrials 6,641.0 $1.6M 0.00% +6K +2774.9% $237.33 +2.1%
1223 ABCB AMERIS BANCORP Financial Services 17,413.0 $1.6M 0.00% +17K +5904.5% $90.26 -4.5%
1224 ITA ISHARES TR 6,475.0 $1.6M 0.00% +6K +5481.9% $242.43 -2.1%
1225 TFLO ISHARES TR 31,001.0 $1.6M 0.00% +29K +1229.4% $50.63 -0.0%
1226 PGNY PROGYNY INC Healthcare 54,397.0 $1.6M 0.00% +54K +7795.1% $28.83 -11.0%
1227 ORA ORMAT TECHNOLOGIES INC Utilities 14,340.0 $1.6M 0.00% +14K +2497.8% $108.90 -0.5%
1228 M MACYS INC Consumer Cyclical 66,279.0 $1.6M 0.00% +62K +1421.6% $23.55 -3.1%
1229 COHU COHU INC Technology 21,113.0 $1.6M 0.00% +21K +4411.3% $73.91 -26.4%
1230 ROCK GIBRALTAR INDS INC Industrials 34,578.0 $1.6M 0.00% +34K +10000.0% $45.10 +3.1%
1231 THO THOR INDS INC Consumer Cyclical 20,675.0 $1.6M 0.00% +20K +2271.0% $75.16 +5.8%
1232 FALN ISHARES TR 56,761.0 $1.5M 0.00% +56K +4514.7% $27.24 -0.9%
1233 TCBI TEXAS CAP BANCSHARES INC Financial Services 14,968.0 $1.5M 0.00% +15K +3248.6% $103.26 -4.8%
1234 NEU NEWMARKET CORP Basic Materials 1,935.0 $1.5M 0.00% +2K +2625.3% $791.05 +18.5%
1235 VFC V F CORP Consumer Cyclical 91,328.0 $1.5M 0.00% +80K +725.3% $16.68 -13.8%
1236 NJR NEW JERSEY RES CORP Utilities 27,108.0 $1.5M 0.00% +26K +1967.7% $56.04 -4.5%
1237 BMI BADGER METER INC Technology 10,232.0 $1.5M 0.00% +10K +4940.4% $148.37 -11.2%
1238 NWN NORTHWEST NAT HLDG CO Utilities 30,857.0 $1.5M 0.00% +30K +2259.1% $49.06 +0.7%
1239 IVOV VANGUARD ADMIRAL FDS INC 13,253.0 $1.5M 0.00% +11K +606.5% $114.07 +0.9%
1240 ZD ZIFF DAVIS INC Communication Services 28,721.0 $1.5M 0.00% +28K +5678.9% $52.37 +7.1%
Page 62 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%