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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 89 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ASTE ASTEC INDS INC Industrials 5,058.0 $309K 0.00% +5K +3790.8% $61.19 -30.7%
1762 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,639.0 $309K 0.00% +4K +2656.8% $84.79 -7.9%
1763 CRK COMSTOCK RES INC Energy 20,653.0 $308K +19K +1334.2% $14.92 -8.5%
1764 CORP PIMCO ETF TR 3,166.0 $307K +3K +1929.5% $96.90 -2.0%
1765 BL BLACKLINE INC Technology 10,898.0 $306K +9K +486.9% $28.07 +13.2%
1766 BKE BUCKLE INC Consumer Cyclical 7,228.0 $305K +7K +2187.3% $42.20 +0.8%
1767 BLUE OWL CAPITAL CORPORATION 28,022.0 $305K +27K +2702.2% $10.87
1768 WABC WESTAMERICA BANCORPORATION Financial Services 5,118.0 $300K +5K +6461.5% $58.67 -0.8%
1769 INVX INNOVEX INTERNATIONAL INC Energy 12,098.0 $300K +11K +1483.5% $24.80 +16.2%
1770 AZTA AZENTA INC Healthcare 11,650.0 $297K +10K +781.9% $25.52 +45.0%
1771 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,030.0 $296K +4K +1765.7% $73.44 +22.2%
1772 AESI ATLAS ENERGY SOLUTIONS INC Energy 17,672.0 $294K +17K +5337.5% $16.61 -23.7%
1773 MRTN MARTEN TRANS LTD Industrials 16,856.0 $292K +16K +1965.7% $17.35 -15.0%
1774 SSRM SSR MINING IN Basic Materials 10,317.0 $292K +10K +7599.2% $28.28 +26.6%
1775 VIOG VANGUARD ADMIRAL FDS INC 1,894.0 $291K +59.0 +3.2% $153.42 -2.9%
1776 INSP INSPIRE MED SYS INC Healthcare 6,496.0 $290K +6K +1810.6% $44.61 +38.0%
1777 PDD PDD HOLDINGS INC Consumer Cyclical 3,798.0 $290K +149.0 +4.1% $76.28 +16.9%
1778 WES WESTERN MIDSTREAM PARTNERS L Energy 6,620.0 $290K +6K +612.6% $43.76 +11.8%
1779 AVNS AVANOS MED INC Healthcare 11,530.0 $287K +11K +5093.7% $24.88 +0.4%
1780 HIW HIGHWOODS PPTYS INC Real Estate 9,396.0 $283K +2K +20.4% $30.16 +4.4%
Page 89 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%