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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 72 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 LNSR LENSAR INC Healthcare 1,498.0 $9K NEW $5.71 +43.4%
1422 JAKK JAKKS PAC INC Consumer Cyclical 367.0 $9K NEW $23.29 +8.6%
1423 CXSE WISDOMTREE TR 219.0 $9K NEW $38.88 -0.3%
1424 SDHC SMITH DOUGLAS HOMES CORP Real Estate 538.0 $8K NEW $15.54 -13.4%
1425 XPERI INC 1,003.0 $8K NEW $8.23
1426 TRUT VANECK ETF TRUST 262.0 $8K NEW $31.39 +1.1%
1427 OFLX OMEGA FLEX INC Industrials 262.0 $8K NEW $31.39 -10.0%
1428 ORKA ORUKA THERAPEUTICS INC Healthcare 86.0 $8K NEW $95.12 +18.9%
1429 PG&E CORP 8,000.0 $8K NEW $1.02
1430 FTF FRANKLIN LTD DURATION INCOME Financial Services 1,411.0 $8K NEW $5.79 +0.6%
1431 MITK MITEK SYS INC Technology 404.0 $8K NEW $20.13 -9.7%
1432 GOLD GOLD COM INC Financial Services 194.0 $8K NEW $41.69 +0.4%
1433 TDOC TELADOC HEALTH INC Healthcare 945.0 $8K NEW $8.48 -23.7%
1434 ENVISTA HOLDINGS CORPORATION 8,000.0 $8K NEW $1.00
1435 PALL ABRDN PALLADIUM ETF TRUST Financial Services 360.0 $8K NEW $22.08 +5.9%
1436 EMHC SPDR SERIES TRUST 312.0 $8K NEW $25.44 -2.2%
1437 CAL CALERES INC Consumer Cyclical 635.0 $8K NEW $12.38 +4.4%
1438 ALPHABET INC 154.0 $8K NEW $50.89
1439 OSUR ORASURE TECHNOLOGIES INC Healthcare 1,757.0 $8K NEW $4.46 -15.9%
1440 EWTX EDGEWISE THERAPEUTICS INC Healthcare 193.0 $8K NEW $40.59 +8.7%
Page 72 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%