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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 80 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 SEZL SEZZLE INC Financial Services 3,541.0 $608K 0.00% +4K +10000.0% $171.63 -30.6%
1582 KD KYNDRYL HLDGS INC Technology 53,695.0 $607K 0.00% +52K +2655.0% $11.31 +11.0%
1583 TALO TALOS ENERGY INC Energy 46,285.0 $598K 0.00% +45K +4731.4% $12.91 +35.3%
1584 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 22,378.0 $597K 0.00% +12K +107.2% $26.67 +6.2%
1585 HYD VANECK ETF TRUST 11,534.0 $594K 0.00% +10K +486.4% $51.51 -2.5%
1586 SNN SMITH & NEPHEW PLC Healthcare 20,488.0 $590K 0.00% +7K +56.1% $28.81 +1.6%
1587 ASTRANA HEALTH INC 12,650.0 $587K 0.00% +12K +4939.8% $46.41
1588 TBBK BANCORP INC DEL Financial Services 9,358.0 $586K 0.00% +9K +3353.1% $62.64 +7.3%
1589 VALE VALE S A Basic Materials 38,950.0 $586K 0.00% +519.0 +1.4% $15.04 -3.0%
1590 ZTO ZTO EXPRESS CAYMAN INC Industrials 26,081.0 $584K 0.00% +2K +9.6% $22.38 -4.5%
1591 ASTS AST SPACEMOBILE INC Technology 6,541.0 $581K 0.00% +6K +825.2% $88.86 -22.7%
1592 HE HAWAIIAN ELEC INDS INC MTN B Utilities 42,894.0 $580K 0.00% +43K +10000.0% $13.53 -15.0%
1593 WHR WHIRLPOOL CORP Consumer Cyclical 14,703.0 $580K 0.00% +13K +1024.9% $39.42 +2.4%
1594 HTO H2O AMERICA Utilities 9,537.0 $580K 0.00% +9K +3714.8% $60.77 +4.5%
1595 PSN PARSONS CORP DEL Industrials 11,037.0 $578K 0.00% +6K +107.1% $52.39 -6.4%
1596 JOE ST JOE CO Real Estate 9,227.0 $578K 0.00% +9K +4607.6% $62.63 +10.0%
1597 BP BP PLC Energy 15,613.0 $577K 0.00% +529.0 +3.5% $36.95 +21.1%
1598 FBNC FIRST BANCORP N C Financial Services 8,989.0 $575K 0.00% +9K +7998.2% $63.93 +1.2%
1599 JGRO J P MORGAN EXCHANGE TRADED F 5,811.0 $573K 0.00% +6K +2372.8% $98.60 -4.4%
1600 NWS NEWS CORP NEW 20,313.0 $570K 0.00% +11K +129.4% $28.06
Page 80 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%