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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 3 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGMU CAPITAL GRP FIXED INCM ETF T 174,513.0 $4.8M 0.01% NEW $27.47 -1.4%
42 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 93,503.0 $4.8M 0.01% NEW $50.99 +0.2%
43 DEM WISDOMTREE TR 88,450.0 $4.8M 0.01% NEW $53.79 +1.7%
44 VERA VERA THERAPEUTICS INC Healthcare 110,303.0 $4.7M 0.01% NEW $42.91 -26.3%
45 FEDEX FGHT HLDG CO INC 31,331.0 $4.7M 0.01% NEW $151.00
46 KSA ISHARES TR 124,557.0 $4.6M 0.01% NEW $37.31 +1.9%
47 VOOV VANGUARD ADMIRAL FDS INC 20,411.0 $4.5M 0.01% NEW $219.21 +4.2%
48 CMF ISHARES TR 77,466.0 $4.5M 0.01% NEW $57.64 -1.7%
49 LGN LEGENCE CORP Industrials 52,061.0 $4.4M 0.01% NEW $85.23 -17.7%
50 SDVY FIRST TR EXCHANGE TRADED FD 101,283.0 $4.4M 0.01% NEW $43.14 +3.2%
51 AGX ARGAN INC Industrials 5,470.0 $4.4M 0.01% NEW $798.51 -26.2%
52 INDI INDIE SEMICONDUCTOR INC Technology 955,722.0 $4.3M 0.01% NEW $4.49 +4.7%
53 JMBS JANUS DETROIT STR TR 93,887.0 $4.2M 0.01% NEW $44.99 -1.4%
54 IEUR ISHARES TR 55,993.0 $4.2M 0.01% NEW $75.17 +3.8%
55 QAI NEW YORK LIFE INVESTMENTS ET 114,878.0 $4.2M 0.01% NEW $36.60 +0.5%
56 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 274,633.0 $4.2M 0.01% NEW $15.20 +0.5%
57 PYLD PIMCO ETF TR 156,728.0 $4.2M 0.01% NEW $26.52 -1.4%
58 TFI SPDR SERIES TRUST 89,797.0 $4.1M 0.01% NEW $45.80 -1.9%
59 AIRR FIRST TR EXCHANGE TRADED FD 30,316.0 $4.0M 0.01% NEW $133.25 -6.3%
60 PINNACLE FINL PARTNERS INC 38,634.0 $3.9M 0.01% NEW $100.88
Page 3 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%