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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 81 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 NHC NATIONAL HEALTHCARE CORP Healthcare 2,694.0 $569K 0.00% +3K +4544.8% $211.34 +10.4%
1602 PHO INVESCO EXCHANGE TRADED FD T 8,231.0 $569K 0.00% +5K +184.8% $69.08 +4.5%
1603 YELP YELP INC Communication Services 23,153.0 $568K 0.00% +22K +1897.7% $24.52 -4.3%
1604 GTY GETTY RLTY CORP NEW Real Estate 16,986.0 $567K 0.00% +15K +793.1% $33.36 -0.7%
1605 PDFS PDF SOLUTIONS INC Technology 7,999.0 $566K 0.00% +8K +1988.5% $70.79 -35.5%
1606 ADC AGREE RLTY CORP Real Estate 7,439.0 $563K 0.00% +661.0 +9.8% $75.74 -2.5%
1607 NBTB NBT BANCORP INC Financial Services 11,409.0 $563K 0.00% +11K +10000.0% $49.37 +5.5%
1608 STC STEWART INFORMATION SVCS COR Financial Services 8,522.0 $563K 0.00% +8K +8870.5% $66.02 +4.8%
1609 ENFR ALPS ETF TR 14,722.0 $561K 0.00% +13K +636.1% $38.10 +3.4%
1610 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 71,105.0 $560K 0.00% +61K +619.7% $7.88 -4.7%
1611 PEBO PEOPLES BANCORP INC Financial Services 14,568.0 $560K 0.00% +9K +159.0% $38.41 +4.3%
1612 NOG NORTHERN OIL & GAS INC Energy 30,809.0 $559K 0.00% +30K +9527.8% $18.15 +50.6%
1613 METALLUS INC 29,867.0 $558K 0.00% +30K +10000.0% $18.69
1614 RNP COHEN & STEERS REIT & PFD & Financial Services 27,135.0 $551K 0.00% +17K +173.7% $20.30 -0.1%
1615 UFPT UFP TECHNOLOGIES INC Healthcare 2,077.0 $551K 0.00% +2K +9790.5% $265.10 +16.6%
1616 SPTS SPDR SERIES TRUST 18,969.0 $550K 0.00% +16K +656.0% $29.01 -0.2%
1617 CALY CALLAWAY GOLF CO Consumer Cyclical 29,221.0 $549K 0.00% +28K +2836.8% $18.79 -15.4%
1618 AOA ISHARES TR 5,607.0 $547K 0.00% +3K +155.6% $97.60 +1.4%
1619 KSS KOHLS CORP Consumer Cyclical 30,853.0 $547K 0.00% +30K +6046.0% $17.72 -0.7%
1620 IVOL KRANESHARES TRUST 31,576.0 $546K 0.00% +8K +35.0% $17.29 +1.1%
Page 81 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%