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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 60 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 KELYB KELLY SVCS INC Industrials 1,287.0 $28K NEW $21.89 +7.2%
1182 SRV NXG CUSHING MIDSTREAM ENERGY Financial Services 562.0 $28K NEW $50.09 -5.4%
1183 JMM NUVEEN MULTI-MKT INCOME FD I Financial Services 4,800.0 $28K NEW $5.86 -1.2%
1184 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 2,727.0 $28K NEW $10.30 -1.0%
1185 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 2,720.0 $28K NEW $10.31 +3.0%
1186 ROBT FIRST TR EXCHANGE TRADED FD 495.0 $28K NEW $56.26 +5.5%
1187 ARRY ARRAY TECHNOLOGIES INC Energy 3,735.0 $28K NEW $7.41 -33.6%
1188 JSML JANUS DETROIT STR TR 297.0 $28K NEW $93.05 -2.1%
1189 THW ABRDN WORLD HEALTHCARE FUND Financial Services 2,062.0 $28K NEW $13.40 +7.6%
1190 JHS HANCOCK JOHN INCOME SECS TR Financial Services 2,500.0 $28K NEW $11.03 -0.8%
1191 KOD KODIAK SCIENCES INC Healthcare 706.0 $27K NEW $38.95 +2.9%
1192 BTZ BLACKROCK CR ALLOCATION Financial Services 2,689.0 $27K NEW $10.22 +1.0%
1193 COUR COURSERA INC Consumer Defensive 4,843.0 $27K NEW $5.64 +3.7%
1194 FLBL FRANKLIN TEMPLETON ETF TR 1,188.0 $27K NEW $22.92 +0.8%
1195 BUFF INNOVATOR ETFS TRUST 516.0 $27K NEW $52.68 +1.9%
1196 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,514.0 $27K NEW $17.92 -28.4%
1197 RSPD INVESCO EXCHANGE TRADED FD T 481.0 $27K NEW $56.03 +2.8%
1198 GDO WSTRN AST GLBL CORP OPP FD I Financial Services 2,496.0 $27K NEW $10.73 -3.8%
1199 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 649.0 $27K NEW $41.03 -4.8%
1200 SPDR SERIES TRUST 850.0 $27K NEW $31.18
Page 60 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%