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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 79 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 USPH U S PHYSICAL THERAPY Healthcare 9,243.0 $635K 0.00% +9K +2270.0% $68.68 +13.9%
1562 CAR AVIS BUDGET GROUP INC Industrials 4,289.0 $634K 0.00% +4K +1702.1% $147.83 -0.8%
1563 BTU PEABODY ENGR CORP Energy 27,334.0 $632K 0.00% +26K +2564.1% $23.12 +19.4%
1564 PARR PAR PAC HOLDINGS INC Energy 11,242.0 $630K 0.00% +11K +3723.8% $56.08 +40.9%
1565 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,202.0 $629K 0.00% +3K +23.5% $47.68 -2.2%
1566 ATEN A10 NETWORKS INC Technology 16,820.0 $628K 0.00% +16K +2958.2% $37.36 -30.1%
1567 PRK PARK NATL CORP Financial Services 3,406.0 $623K 0.00% +3K +9917.6% $182.99 +10.5%
1568 PXF INVESCO EXCH TRADED FD TR II 8,212.0 $621K 0.00% +8K +2515.3% $75.64 +5.5%
1569 CARG CARGURUS INC Consumer Cyclical 18,219.0 $621K 0.00% +16K +889.6% $34.09 +8.1%
1570 TMDX TRANSMEDICS GROUP INC Healthcare 9,350.0 $621K 0.00% +9K +2029.8% $66.42 +42.7%
1571 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 36,086.0 $621K 0.00% +35K +5944.6% $17.20 -6.0%
1572 DOCS DOXIMITY INC Healthcare 29,718.0 $616K 0.00% +28K +1256.4% $20.74 +22.1%
1573 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 50,844.0 $616K 0.00% +41K +431.7% $12.12 -3.7%
1574 HOG HARLEY DAVIDSON INC Consumer Cyclical 25,100.0 $614K 0.00% +23K +1322.9% $24.46 +15.3%
1575 SUI SUN CMNTYS INC Real Estate 5,110.0 $613K 0.00% +1K +28.2% $119.91 +1.5%
1576 GABC GERMAN AMERN BANCORP INC Financial Services 12,884.0 $611K 0.00% +10K +409.1% $47.46 +5.1%
1577 ROBO EXCHANGE TRADED CONCEPTS TRU 7,136.0 $611K 0.00% +7K +6965.4% $85.66 -5.2%
1578 RCUS ARCUS BIOSCIENCES INC Healthcare 19,822.0 $611K 0.00% +18K +1211.8% $30.83 -1.6%
1579 VC VISTEON CORP Consumer Cyclical 6,154.0 $611K 0.00% +6K +1658.3% $99.21 +6.8%
1580 REET ISHARES TR 22,013.0 $608K 0.00% +19K +527.0% $27.62 +1.4%
Page 79 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%