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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 72 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FIBK FIRST INTST BANCSYSTEM INC Financial Services 24,613.0 $949K 0.00% +25K +10000.0% $38.56 -2.8%
1422 IOSP INNOSPEC INC Basic Materials 11,654.0 $949K 0.00% +11K +4945.0% $81.39 +15.0%
1423 TDS TELEPHONE & DATA SYS INC Communication Services 25,528.0 $945K 0.00% +24K +1603.0% $37.01 -9.2%
1424 JPLD J P MORGAN EXCHANGE TRADED F 18,078.0 $943K 0.00% +9K +96.6% $52.19 -0.3%
1425 PII POLARIS INC Consumer Cyclical 13,733.0 $940K 0.00% +13K +1090.0% $68.44 -5.9%
1426 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 26,715.0 $937K 0.00% +26K +3401.3% $35.09 +1.4%
1427 IWX ISHARES TR 8,900.0 $936K 0.00% +2K +33.5% $105.16 +6.8%
1428 BYD BOYD GAMING CORP Consumer Cyclical 10,564.0 $933K 0.00% +9K +616.7% $88.33 -8.5%
1429 FLAGSTAR BANK NATIONAL ASSOC 62,376.0 $932K 0.00% +59K +1713.8% $14.94
1430 AFRM AFFIRM HLDGS INC Technology 11,416.0 $931K 0.00% +11K +2087.0% $81.55 -5.5%
1431 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 17,432.0 $929K 0.00% +17K +3035.2% $53.30 +8.2%
1432 MWA MUELLER WTR PRODS INC Industrials 35,914.0 $928K 0.00% +35K +4558.1% $25.83 -3.4%
1433 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 13,791.0 $926K 0.00% +14K +6056.7% $67.12 -5.3%
1434 SCCO SOUTHERN COPPER CORP Basic Materials 5,301.0 $924K 0.00% +5K +828.4% $174.28 +23.9%
1435 CRGY CRESCENT ENERGY COMPANY Energy 93,861.0 $922K 0.00% +90K +2303.6% $9.82 +43.2%
1436 MORN MORNINGSTAR INC Financial Services 5,905.0 $921K 0.00% +6K +1792.6% $156.01 +38.4%
1437 FXL FIRST TR EXCHANGE-TRADED FD 4,226.0 $918K 0.00% +4K +2328.7% $217.22 -1.2%
1438 WY WEYERHAEUSER CO Real Estate 38,297.0 $917K 0.00% +2K +6.9% $23.94 +2.0%
1439 IPAR INTERPARFUMS INC Consumer Defensive 8,148.0 $911K 0.00% +7K +671.6% $111.86 +3.3%
1440 OGN ORGANON & CO Healthcare 67,150.0 $909K 0.00% +64K +2014.3% $13.54 +1.6%
Page 72 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%