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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 73 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 MAC MACERICH CO Real Estate 3,141.0 $57K NEW $18.20 +22.9%
1442 SKYW SKYWEST INC Industrials 567.0 $57K NEW $100.62 -17.2%
1443 APOLLO GLOBAL MGMT INC 811.0 $57K NEW $70.28
1444 STAG STAG INDL INC Real Estate 1,612.0 $57K NEW $35.29 +8.5%
1445 TEX TEREX CORP NEW Industrials 1,100.0 $56K NEW $51.30 +12.3%
1446 ESNT ESSENT GROUP LTD Financial Services 886.0 $56K NEW $63.56 -2.6%
1447 ROIV ROIVANT SCIENCES LTD Healthcare 3,722.0 $56K NEW $15.13 +114.2%
1448 IVLU ISHARES TR 1,582.0 $56K NEW $35.48 +20.4%
1449 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 1,905.0 $56K NEW $29.46 -33.1%
1450 AMTM AMENTUM HOLDINGS INC Industrials 2,340.0 $56K NEW $23.95 -3.3%
1451 CPK CHESAPEAKE UTILS CORP Utilities 416.0 $56K NEW $134.69 -5.7%
1452 KBR KBR INC Industrials 1,184.0 $56K NEW $47.29 -32.1%
1453 CXT CRANE NXT CO Industrials 830.0 $56K NEW $67.07 -40.3%
1454 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,091.0 $56K NEW $50.98 -5.5%
1455 VVV VALVOLINE INC Energy 1,546.0 $56K NEW $35.91 -7.4%
1456 SCCO SOUTHERN COPPER CORP Basic Materials 452.0 $55K NEW $121.36 +43.4%
1457 CIVITAS RESOURCES INC 1,685.0 $55K NEW $32.50
1458 JMOM J P MORGAN EXCHANGE TRADED F 805.0 $55K NEW $67.90 +17.3%
1459 MMS MAXIMUS INC Industrials 593.0 $54K NEW $91.37 -32.8%
1460 SYM SYMBOTIC INC Industrials 1,005.0 $54K NEW $53.90 -7.3%
Page 73 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%