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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKHY BNY MELLON ETF TRUST 125.0 $6K NEW $48.07 -1.6%
102 LQDH ISHARES U S ETF TR 62.0 $6K NEW $93.35 -0.1%
103 DFLV DIMENSIONAL ETF TRUST 166.0 $6K NEW $34.21 +11.6%
104 GARP ISHARES TR 78.0 $5K NEW $68.10 +11.4%
105 COWG PACER FDS TR 150.0 $5K NEW $35.21 +5.3%
106 BSCW INVESCO EXCH TRD SLF IDX FD 239.0 $5K NEW $20.87 -2.4%
107 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 133.0 $5K NEW $37.45 +52.8%
108 MCW MISTER CAR WASHINC Consumer Cyclical 820.0 $5K NEW $5.56 +27.6%
109 UI UBIQUITI INC Technology 8.0 $4K NEW $553.38 +7.6%
110 PRIM PRIMORIS SVCS CORP Industrials 32.0 $4K NEW $124.12 -12.0%
111 VWOB VANGUARD WHITEHALL FDS 58.0 $4K NEW $67.43 -2.1%
112 ACMR ACM RESHINC Technology 98.0 $4K NEW $39.45 +58.3%
113 AVES AMERICAN CENTY ETF TR 62.0 $4K NEW $58.31 +11.1%
114 OXSQ OXFORD SQUARE CAP CORP Financial Services 2,000.0 $4K NEW $1.76 -10.9%
115 DCOR DIMENSIONAL ETF TRUST 44.0 $3K NEW $73.64 +8.3%
116 RRR RED ROCK RESORTS INC Consumer Cyclical 50.0 $3K NEW $61.96 -15.7%
117 FVAL FIDELITY COVINGTON TRUST 41.0 $3K NEW $72.27 +7.0%
118 INDIVIOR PLC 74.0 $3K NEW $35.88
119 374WATER INC 1,300.0 $3K NEW $2.04
120 NUVEEN DOW 30 DYNMC OVERWRT 172.0 $3K NEW $15.26
Page 6 of 8  ·  160 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%