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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 62 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 RLAY RELAY THERAPEUTICS INC Healthcare 1,229.0 $23K NEW $18.72 +3.9%
1222 XTL SPDR SERIES TRUST 101.0 $23K NEW $227.49 -6.5%
1223 PSP INVESCO EXCHANGE TRADED FD T 410.0 $23K NEW $55.70 +14.1%
1224 FJUN FIRST TR EXCHNG TRADED FD VI 380.0 $23K NEW $59.95 +1.9%
1225 LADR LADDER CAP CORP Real Estate 2,257.0 $22K NEW $9.95 -0.3%
1226 YLDE LEGG MASON ETF INVT 402.0 $22K NEW $55.62 +3.6%
1227 NUSC NUSHARES ETF TR 427.0 $22K NEW $52.12 -0.3%
1228 NMFC NEW MTN FIN CORP Financial Services 3,078.0 $22K NEW $7.17 +5.4%
1229 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 252.0 $22K NEW $87.14 -13.8%
1230 IMVP INVESCO INDIA EXCHANGE-TRADE 1,087.0 $22K NEW $20.06 -0.2%
1231 AMCX AMC GLOBAL MEDIA INC Communication Services 2,131.0 $21K NEW $9.98 +24.2%
1232 MLYS MINERALYS THERAPEUTICS INC Healthcare 784.0 $21K NEW $27.00 -5.0%
1233 QHY WISDOMTREE TR 460.0 $21K NEW $45.81 +0.1%
1234 PTMC PACER FDS TR 500.0 $21K NEW $41.83 -0.6%
1235 IBDZ ISHARES TR 800.0 $21K NEW $26.05 -2.0%
1236 THOMSON REUTERS CORP 252.0 $21K NEW $81.67
1237 IBCA ISHARES TR 800.0 $20K NEW $25.61 -2.4%
1238 BGT BLACKROCK FLOATING RATE INC Financial Services 1,916.0 $20K NEW $10.66 +1.9%
1239 CTRI CENTURI HOLDINGS INC Utilities 672.0 $20K NEW $30.24 -29.4%
1240 SCIO FIRST TR EXCHANGE-TRADED FD 980.0 $20K NEW $20.67 -0.7%
Page 62 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%