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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 87 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 HLIT HARMONIC INC Technology 23,033.0 $376K 0.00% +23K +6755.1% $16.33 -24.2%
1722 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 14,432.0 $375K 0.00% +14K +10000.0% $25.95 +23.9%
1723 RRR RED ROCK RESORTS INC Consumer Cyclical 5,736.0 $373K 0.00% +6K +10000.0% $65.06 -6.1%
1724 MSTR STRATEGY INC Technology 4,278.0 $372K 0.00% +1K +53.3% $86.93 +29.3%
1725 XMLV INVESCO EXCH TRADED FD TR II 5,601.0 $372K 0.00% +1K +24.7% $66.33 +2.7%
1726 ARLO ARLO TECHNOLOGIES INC Industrials 27,544.0 $371K 0.00% +27K +10000.0% $13.48 -3.3%
1727 OMER OMEROS CORP Healthcare 39,000.0 $371K 0.00% +38K +3800.0% $9.51 +95.9%
1728 UVE UNIVERSAL INS HLDGS INC Financial Services 8,756.0 $362K 0.00% +9K +10000.0% $41.36 +2.3%
1729 NZF NUVEEN MUN CR INCOME FD Financial Services 28,419.0 $360K 0.00% +24K +570.1% $12.68 -3.2%
1730 LKFN LAKELAND FINL CORP Financial Services 5,809.0 $359K 0.00% +6K +3962.2% $61.72 -2.1%
1731 CRWV COREWEAVE INC Technology 3,602.0 $359K 0.00% +3K +272.5% $99.53 -9.8%
1732 CRI CARTERS INC Consumer Cyclical 8,647.0 $356K 0.00% +8K +3187.8% $41.16 -12.0%
1733 LNN LINDSAY CORP Industrials 2,852.0 $353K 0.00% +3K +7608.1% $123.79 -6.2%
1734 EFC ELLINGTON FINANCIAL INC Real Estate 25,886.0 $352K 0.00% +20K +360.1% $13.61 +0.1%
1735 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,648.0 $348K 0.00% +3K +2717.0% $131.59 -4.5%
1736 REX REX AMERICAN RES CORP Basic Materials 7,687.0 $347K 0.00% +7K +3862.4% $45.15 -1.7%
1737 OIS OIL STS INTL INC Energy 43,292.0 $347K 0.00% +43K +10000.0% $8.01 +8.6%
1738 MMI MARCUS & MILLICHAP INC Real Estate 11,121.0 $347K 0.00% +11K +10000.0% $31.17 +4.9%
1739 HTH HILLTOP HLDGS INC Financial Services 8,880.0 $344K 0.00% +9K +4779.1% $38.78 -0.4%
1740 NOVT NOVANTA INC Technology 2,100.0 $341K 0.00% +1K +204.3% $162.24 -10.3%
Page 87 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%