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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 85 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CTS CTS CORP Technology 6,465.0 $421K 0.00% +6K +3991.8% $65.18 -11.4%
1682 WD WALKER & DUNLOP INC Financial Services 7,676.0 $420K 0.00% +7K +3961.4% $54.70 -26.5%
1683 VRRM VERRA MOBILITY CORP Technology 98,750.0 $420K 0.00% +98K +10000.0% $4.25 +9.6%
1684 PAYO PAYONEER GLOBAL INC Technology 58,727.0 $418K 0.00% +57K +4506.0% $7.12 -0.4%
1685 SEM SELECT MED HLDGS CORP Healthcare 25,308.0 $418K 0.00% +25K +3415.0% $16.51 +0.0%
1686 VIRTUS DIVIDEND INTEREST & P 27,454.0 $417K 0.00% +27K +10000.0% $15.19
1687 MAN MANPOWERGROUP INC WIS Industrials 12,309.0 $416K 0.00% +11K +1004.9% $33.77 +79.9%
1688 BANK OF AMER CORP 331.0 $415K 0.00% +72.0 +27.8% $1254.50
1689 KBE SPDR SERIES TRUST 6,079.0 $415K 0.00% +3K +102.0% $68.22 +0.6%
1690 SMURFIT WESTROCK PLC 8,961.0 $415K 0.00% +4K +82.8% $46.26
1691 ADMA ADMA BIOLOGICS INC Healthcare 49,515.0 $414K 0.00% +49K +6923.4% $8.37 +16.6%
1692 OI O-I GLASS INC Consumer Cyclical 42,939.0 $413K 0.00% +42K +5847.2% $9.63 -33.7%
1693 PRLB PROTO LABS INC Industrials 5,040.0 $411K 0.00% +5K +3474.5% $81.51 -3.3%
1694 OWL BLUE OWL CAPITAL INC Financial Services 46,779.0 $409K 0.00% +45K +3457.3% $8.75 +30.3%
1695 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 6,328.0 $408K 0.00% +956.0 +17.8% $64.45 +1.5%
1696 FMC FMC CORP Basic Materials 34,917.0 $402K 0.00% +33K +1804.9% $11.50 -5.4%
1697 HFWA HERITAGE FINL CORP WASH Financial Services 13,531.0 $401K 0.00% +13K +3351.8% $29.62 -2.3%
1698 SRPT SAREPTA THERAPEUTICS INC Healthcare 22,276.0 $400K 0.00% +21K +1822.0% $17.97 +7.0%
1699 BHP BHP BILLITON LIMITED Basic Materials 4,775.0 $398K 0.00% +3K +137.2% $83.31 +12.4%
1700 RWX SPDR INDEX SHS FDS 14,724.0 $398K 0.00% +13K +594.9% $27.01 +2.2%
Page 85 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%