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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 74 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 KALU KAISER ALUMINIUM CORPORATION Basic Materials 4,388.0 $858K 0.00% +4K +5673.7% $195.62 -21.2%
1462 ITRI ITRON INC Technology 9,914.0 $858K 0.00% +10K +3946.5% $86.53 +15.6%
1463 ADUS ADDUS HOMECARE CORP Healthcare 8,537.0 $858K 0.00% +8K +5516.4% $100.46 +20.3%
1464 DOL WISDOMTREE TR 11,532.0 $858K 0.00% +8K +238.5% $74.36 +3.9%
1465 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 18,165.0 $856K 0.00% +18K +3064.6% $47.13 -2.8%
1466 FRPT FRESHPET INC Consumer Defensive 14,468.0 $855K 0.00% +8K +131.5% $59.12 +25.1%
1467 PEGA PEGASYSTEMS INC Technology 28,401.0 $851K 0.00% +28K +4503.1% $29.97 +12.0%
1468 WHD CACTUS INC Energy 16,607.0 $851K 0.00% +16K +3124.7% $51.23 +35.5%
1469 BCI ABRDN ETFS 37,931.0 $847K 0.00% +14K +61.7% $22.34 +14.1%
1470 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 20,126.0 $844K 0.00% +20K +10000.0% $41.95 +15.0%
1471 CPRX CATALYST PHARMACEUTICALS INC Healthcare 26,571.0 $835K 0.00% +26K +4403.6% $31.43 +0.2%
1472 XSOE WISDOMTREE TR 16,937.0 $833K 0.00% +16K +1312.6% $49.18 -3.4%
1473 AWR AMER STATES WTR CO Utilities 10,065.0 $832K 0.00% +10K +3786.1% $82.63 +7.3%
1474 FXO FIRST TR EXCHANGE-TRADED FD 13,258.0 $828K 0.00% +13K +2095.0% $62.46 +5.3%
1475 DHS WISDOMTREE TR 7,261.0 $825K 0.00% +6K +560.1% $113.68 +4.9%
1476 TSPA T ROWE PRICE EXCHANGE-TRADED 17,297.0 $822K 0.00% +17K +2305.7% $47.53 +1.5%
1477 IGPT INVESCO EXCHANGE TRADED FD T 7,874.0 $820K 0.00% +8K +2524.7% $104.10 -11.7%
1478 ADEA ADEIA INC Technology 24,813.0 $817K 0.00% +24K +5893.5% $32.93 -20.3%
1479 SLYV SPDR SERIES TRUST 7,470.0 $815K 0.00% +4K +127.8% $109.12 +1.2%
1480 SAM BOSTON BEER INC Consumer Defensive 4,600.0 $814K 0.00% +5K +8114.3% $177.02 +5.0%
Page 74 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%