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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 76 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 ALNT ALLIENT INC Technology 55.0 $6K NEW $102.93 +5.6%
1502 SFST SOUTHERN FIRST BANCSHARES Financial Services 91.0 $6K NEW $61.10 +5.1%
1503 EFNL ISHARES TR 103.0 $6K NEW $53.49 -0.3%
1504 LTPZ PIMCO ETF TR 108.0 $5K NEW $50.65 -6.3%
1505 GRAYSCALE XRP TR ETF 270.0 $5K NEW $20.25
1506 DNUT KRISPY KREME INC Consumer Defensive 1,532.0 $5K NEW $3.53 -8.2%
1507 CNOB CONNECTONE BANCORP INC Financial Services 161.0 $5K NEW $33.43 -1.9%
1508 ENTA ENANTA PHARMACEUTICALS INC Healthcare 367.0 $5K NEW $14.58 -8.8%
1509 IPI INTREPID POTASH INC Basic Materials 163.0 $5K NEW $32.78 +11.1%
1510 EWK ISHARES INC 197.0 $5K NEW $27.07 -0.1%
1511 CODI COMPASS DIVERSIFIED Industrials 497.0 $5K NEW $10.66 +11.4%
1512 SOC SABLE OFFSHORE CORP Energy 1,719.0 $5K NEW $3.08 +29.5%
1513 NRIX NURIX THERAPEUTICS INC Healthcare 218.0 $5K NEW $24.28 +10.9%
1514 EWD ISHARES INC 105.0 $5K NEW $49.98 +4.8%
1515 EBS EMERGENT BIOSOLUTIONS INC Healthcare 619.0 $5K NEW $8.38 -44.4%
1516 QUANTINUUM INC 63.0 $5K NEW $81.90
1517 MCB METROPOLITAN BK HLDG CORP Financial Services 52.0 $5K NEW $98.77 -6.3%
1518 JEMA J P MORGAN EXCHANGE TRADED F 80.0 $5K NEW $64.04 -5.3%
1519 MCBS METROCITY BANKSHARES INC Financial Services 142.0 $5K NEW $35.89 +0.3%
1520 LAB STANDARD BIOTOOLS INC Healthcare 6,156.0 $5K NEW $0.82 -19.5%
Page 76 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%