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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 65 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CVLG COVENANT LOGISTICS GROUP INC Industrials 382.0 $17K NEW $44.18 -23.1%
1282 GSBD GOLDMAN SACHS BDC INC Financial Services 1,765.0 $17K NEW $9.48 +4.2%
1283 GDOT GREEN DOT CORP Financial Services 1,237.0 $17K NEW $13.51 +0.3%
1284 DINT DAVIS FUNDAMENTAL ETF TR 585.0 $17K NEW $28.50 +5.3%
1285 RXRX RECURSION PHARMACEUTICALS IN Healthcare 4,540.0 $17K NEW $3.67 -9.8%
1286 DIAL COLUMBIA ETF TR I 916.0 $17K NEW $18.17 -1.0%
1287 CSPF COHEN & STEERS ETF TRUST 638.0 $17K NEW $26.08 -0.5%
1288 ASHR DBX ETF TR 451.0 $17K NEW $36.66 -6.5%
1289 MMLG FIRST TR EXCHNG TRADED FD VI 450.0 $16K NEW $36.54 -1.2%
1290 FNK FIRST TR EXCHANGE-TRADED ALP 266.0 $16K NEW $61.31 +5.8%
1291 ERAS ERASCA INC Healthcare 888.0 $16K NEW $18.32 -3.2%
1292 GAIN GLADSTONE INVT CORP Financial Services 1,049.0 $16K NEW $15.46 +6.0%
1293 ENVIRI CORP 737.0 $16K NEW $21.94
1294 QT IMAGING HLDGS INC 3,967.0 $16K NEW $4.07
1295 APLD APPLIED DIGITAL CORP Technology 427.0 $16K NEW $37.30 -24.6%
1296 CGV TWO RDS SHARED TR 1,011.0 $16K NEW $15.53 +4.9%
1297 INTA INTAPP INC Technology 622.0 $16K NEW $25.22 +58.5%
1298 LC HAPPEN INC Financial Services 755.0 $16K NEW $20.74 -7.4%
1299 CDNA CAREDX INC Healthcare 549.0 $16K NEW $28.50 +65.8%
1300 SNSR GLOBAL X FDS 313.0 $16K NEW $49.97 -4.1%
Page 65 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%