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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 76 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RY ROYAL BK CDA Financial Services 3,692.0 $764K 0.00% +59.0 +1.6% $206.97 -0.8%
1502 KBWB INVESCO EXCH TRADED FD TR II 8,204.0 $763K 0.00% +8K +2076.1% $92.99 +2.8%
1503 PHIN PHINIA INC Consumer Cyclical 9,252.0 $762K 0.00% +9K +1600.7% $82.37 -11.7%
1504 CC CHEMOURS CO Basic Materials 37,038.0 $760K 0.00% +36K +2385.8% $20.52 -22.2%
1505 SLVM SYLVAMO CORP Basic Materials 20,079.0 $759K 0.00% +20K +3611.5% $37.80 -2.7%
1506 ECPG ENCORE CAP GROUP INC Financial Services 8,129.0 $758K 0.00% +8K +10000.0% $93.29 +8.5%
1507 HAYW HAYWARD HLDGS INC Industrials 43,785.0 $758K 0.00% +43K +4304.9% $17.31 -15.8%
1508 SHOO MADDEN STEVEN LTD Consumer Cyclical 17,915.0 $754K 0.00% +17K +2581.9% $42.10 +9.5%
1509 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 24,976.0 $754K 0.00% +19K +290.3% $30.18 -1.4%
1510 SHYG ISHARES TR 17,716.0 $751K 0.00% +12K +219.9% $42.41 -0.4%
1511 EBF ENNIS INC Industrials 35,179.0 $748K 0.00% +35K +10000.0% $21.25 +1.5%
1512 RHI ROBERT HALF INC. Industrials 24,317.0 $747K 0.00% +23K +1677.6% $30.70 +45.8%
1513 KNTK KINETIK HOLDINGS INC Energy 15,371.0 $743K 0.00% +13K +620.6% $48.34 +12.7%
1514 CNXC CONCENTRIX CORP Technology 33,057.0 $741K 0.00% +33K +6407.3% $22.40 +13.4%
1515 APOG APOGEE ENTERPRISES INC Industrials 16,099.0 $736K 0.00% +16K +10000.0% $45.74 -9.1%
1516 MCY MERCURY GENL CORP NEW Financial Services 6,879.0 $733K 0.00% +7K +3114.5% $106.62 -0.9%
1517 EQR EQUITY RESIDENTIAL Real Estate 10,790.0 $733K 0.00% +357.0 +3.4% $67.93 -6.3%
1518 THRM GENTHERM INC Consumer Cyclical 21,458.0 $732K 0.00% +21K +6502.5% $34.11 +18.6%
1519 BSCU INVESCO EXCH TRD SLF IDX FD 43,422.0 $723K 0.00% +43K +5106.5% $16.64 -0.5%
1520 CNA CNA FINL CORP Financial Services 14,854.0 $722K 0.00% +11K +329.7% $48.61 +0.8%
Page 76 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%