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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 93 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 FNV FRANCO NEV CORP Basic Materials 1,001.0 $209K +47.0 +4.9% $208.44 +18.7%
1842 RXI ISHARES TR 1,068.0 $206K +216.0 +25.4% $192.92 +4.4%
1843 SDGR SCHRODINGER INC Healthcare 12,637.0 $205K +13K +9546.6% $16.25 +14.6%
1844 FUTY FIDELITY COVINGTON TRUST 3,484.0 $204K +3K +1434.8% $58.42 -2.1%
1845 CPF CENTRAL PAC FINL CORP Financial Services 5,297.0 $202K +5K +1683.5% $38.20 -1.1%
1846 FXF INVESCO CURRENCYSHARES SWISS Financial Services 1,852.0 $202K +352.0 +23.5% $109.05 +0.5%
1847 CPNG COUPANG INC Consumer Cyclical 11,581.0 $201K +10K +944.3% $17.37 -8.2%
1848 SAFEHOLD INC 12,756.0 $200K +12K +2546.5% $15.70
1849 QNST QUINSTREET INC Communication Services 13,644.0 $200K +14K +10000.0% $14.65 +41.6%
1850 S SENTINELONE INC Technology 11,709.0 $199K +837.0 +7.7% $16.97 +30.2%
1851 MXI ISHARES TR 1,872.0 $198K +1K +134.6% $105.84 +7.1%
1852 LIBERTY MEDIA CORP DEL 2,246.0 $197K +2K +10000.0% $87.56
1853 BJRI BJS RESTAURANTS INC Consumer Cyclical 3,221.0 $196K +3K +5651.8% $60.73 +8.6%
1854 EIG EMPLOYERS HLDGS INC Financial Services 3,870.0 $195K +4K +4737.5% $50.48 -4.2%
1855 FIDELITY COVINGTON TRUST 2,480.0 $192K +2K +872.5% $77.25
1856 SPBO SPDR SERIES TRUST 6,586.0 $191K +6K +4232.9% $29.04 -1.8%
1857 CVI CVR ENERGY INC Energy 6,931.0 $191K +7K +6564.4% $27.54 +33.1%
1858 COWG PACER FDS TR 4,745.0 $190K +5K +3063.3% $40.14 -0.7%
1859 LYG LLOYDS BANKING GROUP PLC Financial Services 32,573.0 $190K +22K +216.2% $5.83 +3.7%
1860 CNXN PC CONNECTION INC Technology 2,589.0 $189K +2K +1498.2% $72.99 +7.5%
Page 93 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%