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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 69 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 DGII DIGI INTL INC Technology 1,898.0 $69K NEW $36.46 +75.7%
1362 MUSA MURPHY USA INC Consumer Cyclical 177.0 $69K NEW $388.26 +40.2%
1363 DY DYCOM INDS INC Industrials 235.0 $69K NEW $291.76 +42.0%
1364 DBX DROPBOX INC Technology 2,269.0 $69K NEW $30.21 -9.8%
1365 GLOBUS MED INC 1,192.0 $68K NEW $57.27
1366 PEO ADAM NAT RES FD INC Financial Services 3,149.0 $68K NEW $21.52 +22.6%
1367 UFOX ETF SER SOLUTIONS 1,095.0 $68K NEW $61.68 +55.7%
1368 NOV NOV INC Energy 5,083.0 $67K NEW $13.25 +57.4%
1369 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 647.0 $67K NEW $103.87 +0.8%
1370 KNTK KINETIK HOLDINGS INC Energy 1,569.0 $67K NEW $42.74 +17.3%
1371 CNXC CONCENTRIX CORP Technology 1,445.0 $67K NEW $46.15 -43.9%
1372 POST POST HLDGS INC Consumer Defensive 618.0 $66K NEW $107.48 -9.3%
1373 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 4,167.0 $66K NEW $15.90 -6.8%
1374 GDX VANECK ETF TRUST 867.0 $66K NEW $76.40 +12.6%
1375 AUB ATLANTIC UN BANKSHARES CORP Financial Services 1,875.0 $66K NEW $35.29 +6.7%
1376 SPTL SPDR SERIES TRUST 2,452.0 $66K NEW $26.95 -5.0%
1377 TRNS TRANSCAT INC Industrials 901.0 $66K NEW $73.20 -7.3%
1378 CHWY CHEWY INC Consumer Cyclical 1,628.0 $66K NEW $40.45 -50.7%
1379 HWC HANCOCK WHITNEY CORPORATION Financial Services 1,048.0 $66K NEW $62.61 +6.5%
1380 ISRA VANECK ETF TRUST 1,200.0 $66K NEW $54.59 +25.8%
Page 69 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%