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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 65 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BRC BRADY CORP Industrials 14,717.0 $1.3M 0.00% +11K +319.5% $91.57 -0.3%
1282 HWKN HAWKINS INC Basic Materials 9,474.0 $1.3M 0.00% +9K +10000.0% $142.10 -16.3%
1283 IFRA ISHARES TR 21,338.0 $1.3M 0.00% +21K +8267.8% $63.04 -5.3%
1284 VECO VEECO INSTRS INC DEL Technology 17,670.0 $1.3M 0.00% +17K +1831.2% $75.80 -36.9%
1285 MD PEDIATRIX MEDICAL GROUP INC Healthcare 52,764.0 $1.3M 0.00% +52K +6454.5% $25.33 +4.9%
1286 MAT MATTEL INC Consumer Cyclical 96,236.0 $1.3M 0.00% +94K +4925.4% $13.88 +4.5%
1287 UNFI UNITED NAT FOODS INC Consumer Defensive 29,156.0 $1.3M 0.00% +28K +2692.7% $45.67 +5.2%
1288 ISHARES TR 26,841.0 $1.3M 0.00% +26K +4889.0% $49.55
1289 SATS ECHOSTAR CORP Technology 13,097.0 $1.3M 0.00% +11K +627.6% $101.50 -14.3%
1290 CRH PLC 12,394.0 $1.3M 0.00% +944.0 +8.2% $107.00
1291 FLO FLOWERS FOODS INC Consumer Defensive 167,625.0 $1.3M 0.00% +165K +5395.9% $7.90 -12.0%
1292 FEDERATED HERMES INC 23,893.0 $1.3M 0.00% +23K +3936.0% $55.22
1293 AX AXOS FINANCIAL INC Financial Services 13,471.0 $1.3M 0.00% +13K +2975.6% $97.40 -0.8%
1294 BKU BANKUNITED INC Financial Services 27,058.0 $1.3M 0.00% +27K +4828.6% $48.45 -4.4%
1295 HSIC SCHEIN HENRY INC Healthcare 15,693.0 $1.3M 0.00% +14K +623.2% $83.52 +6.0%
1296 BLKB BLACKBAUD INC Technology 44,031.0 $1.3M 0.00% +44K +10000.0% $29.62 +60.4%
1297 PECO PHILLIPS EDISON & CO INC Real Estate 31,316.0 $1.3M 0.00% +31K +4405.9% $41.62 -5.6%
1298 CNR CORE NATURAL RESOURCES INC Energy 16,246.0 $1.3M 0.00% +16K +5107.1% $80.02 +18.9%
1299 PENN PENN ENTERTAINMENT INC Consumer Cyclical 60,808.0 $1.3M 0.00% +40K +189.9% $21.36 -12.7%
1300 MDYG SPDR SERIES TRUST 11,582.0 $1.3M 0.00% +12K +10000.0% $112.09 -1.7%
Page 65 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%