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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 98 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 936.0 $120K +295.0 +46.0% $128.55 -1.9%
1942 EXPI AGNT INC Real Estate 22,140.0 $120K +21K +2786.6% $5.41 -1.7%
1943 AVES AMERICAN CENTY ETF TR 1,824.0 $120K +2K +2841.9% $65.60 -1.7%
1944 UFOX ETF SER SOLUTIONS 1,252.0 $119K +323.0 +34.8% $95.04 -10.8%
1945 SBR SABINE RTY TR Energy 1,613.0 $118K +787.0 +95.3% $73.20 -1.0%
1946 CORE LABORATORIES INC 10,080.0 $117K +10K +2105.7% $11.65
1947 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 5,216.0 $117K +3K +192.4% $22.34 +0.1%
1948 GAB GABELLI EQUITY TR INC Financial Services 20,536.0 $116K +17K +413.4% $5.66 +0.9%
1949 BKCG BNY MELLON ETF TRUST II 3,093.0 $115K +2K +212.1% $37.30 +4.7%
1950 ATNI ATN INTL INC Communication Services 4,325.0 $115K +4K +10000.0% $26.49 +18.6%
1951 GDYN GRID DYNAMICS HLDGS INC Technology 19,954.0 $113K +17K +669.8% $5.68 +35.0%
1952 BROOKFIELD ASSET MANAGMT LTD 2,526.0 $113K +1K +136.3% $44.85
1953 USO UNITED STS OIL FD LP Financial Services 1,028.0 $109K +28.0 +2.8% $106.44 +22.8%
1954 GTLB GITLAB INC Technology 3,470.0 $106K +3K +594.0% $30.53 +35.9%
1955 ARKK ARK ETF TR 1,307.0 $106K +617.0 +89.4% $80.82 -2.1%
1956 PG&E CORP 2,533.0 $105K +745.0 +41.7% $41.37
1957 NNN NNN REIT INC Real Estate 2,217.0 $103K +47.0 +2.2% $46.53 -1.5%
1958 LOAR LOAR HOLDINGS INC Industrials 1,264.0 $102K +858.0 +211.3% $80.59 -4.8%
1959 ALBEMARLE CORP 1,792.0 $99K +203.0 +12.8% $55.34
1960 XRN CHIRON REAL ESTATE INC Financial Services 2,633.0 $99K +1K +85.8% $37.52 -3.8%
Page 98 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%