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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 1 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FESM FIDELITY COVINGTON TRUST 2,584,876.0 $124.8M 0.20% NEW $48.29 +0.9%
2 XTEN BONDBLOXX ETF TRUST 2,248,566.0 $102.5M 0.17% NEW $45.58 -3.2%
3 CORZ CORE SCIENTIFIC INC NEW Technology 3,998,795.0 $102.3M 0.17% NEW $25.59 -21.2%
4 HONEYWELL AEROSPACE INC 342,078.0 $75.6M 0.12% NEW $221.08
5 HONEYWELL INTL INC 329,509.0 $73.8M 0.12% NEW $223.90
6 EWT ISHARES INC 528,865.0 $57.4M 0.09% NEW $108.61 -0.5%
7 CORE SCIENTIFIC INC NEW 1,338,167.0 $25.2M 0.04% NEW $18.80
8 ACWX ISHARES TR 288,379.0 $21.9M 0.04% NEW $76.11 +2.7%
9 MOD MODINE MFG CO Consumer Cyclical 42,462.0 $11.3M 0.02% NEW $267.02 -18.9%
10 AAOI APPLIED OPTOELECTRONICS INC Technology 70,932.0 $10.5M 0.02% NEW $148.16 +8.5%
11 GLDM WORLD GOLD TR Financial Services 123,404.0 $9.8M 0.02% NEW $79.42 +10.0%
12 LMBS FIRST TR EXCHANGE-TRADED FD 183,745.0 $9.1M 0.01% NEW $49.78 -0.2%
13 FPE FIRST TR EXCH TRADED FD III 494,700.0 $8.8M 0.01% NEW $17.88 -0.7%
14 FTSM FIRST TR EXCHANGE-TRADED FD 146,635.0 $8.8M 0.01% NEW $59.73 +0.2%
15 SPTI SPDR SERIES TRUST 297,466.0 $8.4M 0.01% NEW $28.39 -1.0%
16 PZA INVESCO EXCH TRADED FD TR II 342,485.0 $8.1M 0.01% NEW $23.52 -2.4%
17 MGV VANGUARD WORLD FD 48,597.0 $7.9M 0.01% NEW $163.45 +3.2%
18 KYMR KYMERA THERAPEUTICS INC Healthcare 65,659.0 $7.5M 0.01% NEW $114.67 +6.2%
19 SOXX ISHARES TR 11,700.0 $7.5M 0.01% NEW $640.75 -12.2%
20 FIRST TR EXCH TRADED FD III 101,404.0 $7.5M 0.01% NEW $73.80
Page 1 of 91  ·  1,815 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%