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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 77 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ARCB ARCBEST CORP Industrials 5,026.0 $721K 0.00% +5K +2874.0% $143.53 -2.2%
1522 DAN DANA INC Consumer Cyclical 26,395.0 $718K 0.00% +25K +1511.4% $27.21 +16.6%
1523 CHH CHOICE HOTELS INTL INC Consumer Cyclical 6,511.0 $718K 0.00% +6K +1561.0% $110.27 -0.6%
1524 RUN SUNRUN INC Energy 53,031.0 $710K 0.00% +51K +2173.1% $13.38 -31.5%
1525 FG F&G ANNUITIES & LIFE INC Financial Services 26,657.0 $709K 0.00% +26K +7905.1% $26.59 -15.1%
1526 ANIP ANI PHARMACEUTICALS INC Healthcare 8,548.0 $708K 0.00% +8K +10000.0% $82.78 -9.0%
1527 TMP TOMPKINS FINL CORP Financial Services 7,454.0 $705K 0.00% +7K +10000.0% $94.52 +3.6%
1528 BANR BANNER CORP Financial Services 10,532.0 $700K 0.00% +10K +7213.9% $66.44 +7.1%
1529 PWP PERELLA WEINBERG PARTNERS Financial Services 43,710.0 $698K 0.00% +44K +10000.0% $15.96 +4.1%
1530 RAMP LIVERAMP HLDGS INC Technology 18,497.0 $696K 0.00% +18K +1867.8% $37.64 -0.2%
1531 CHW CALAMOS GBL DYN INCOME FUND Financial Services 77,617.0 $692K 0.00% +76K +3968.0% $8.91 -4.0%
1532 IVZ INVESCO LTD Financial Services 26,090.0 $689K 0.00% +4K +18.6% $26.39 +21.3%
1533 HCI HCI GROUP INC Financial Services 3,911.0 $685K 0.00% +4K +4979.2% $175.23 +4.2%
1534 WYNN WYNN RESORTS LTD Consumer Cyclical 7,057.0 $685K 0.00% +5K +178.1% $97.09 +3.3%
1535 STEP STEPSTONE GROUP INC Financial Services 16,565.0 $685K 0.00% +16K +2945.0% $41.36 +20.9%
1536 ROG ROGERS CORP Technology 4,173.0 $683K 0.00% +4K +2312.1% $163.75 -22.7%
1537 STE STERIS PLC Healthcare 3,243.0 $683K 0.00% +31.0 +1.0% $210.57 +13.0%
1538 KOP KOPPERS HOLDINGS INC Basic Materials 15,189.0 $682K 0.00% +15K +6835.6% $44.90 +0.6%
1539 ACHR ARCHER AVIATION INC Industrials 143,260.0 $678K 0.00% +140K +4144.7% $4.73 +33.2%
1540 SHLD GLOBAL X FDS 11,345.0 $677K 0.00% +11K +10000.0% $59.71 +12.4%
Page 77 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%