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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 78 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 WMK WEIS MKTS INC Consumer Defensive 59.0 $5K NEW $78.31 -9.2%
1542 CMS ENERGY CORP 4,000.0 $4K NEW $1.12
1543 CERIBELL INC 227.0 $4K NEW $19.45
1544 FLGT FULGENT GENETICS INC Healthcare 215.0 $4K NEW $20.52 -9.8%
1545 MEC MAYVILLE ENGR CO INC Industrials 118.0 $4K NEW $37.33 -38.0%
1546 OSPN ONESPAN INC Technology 306.0 $4K NEW $14.35 +10.5%
1547 PUBM PUBMATIC INC Technology 335.0 $4K NEW $13.10 +32.9%
1548 LINCOLN INTL INC 183.0 $4K NEW $23.87
1549 TIDAL TRUST II 153.0 $4K NEW $28.54
1550 OTEX OPEN TEXT CORP Technology 197.0 $4K NEW $22.15 +10.0%
1551 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 395.0 $4K NEW $10.99 -2.8%
1552 DEHP DIMENSIONAL ETF TRUST 100.0 $4K NEW $42.77 -6.0%
1553 GRNT GRANITE RIDGE RESOURCES INC Energy 969.0 $4K NEW $4.41 +18.5%
1554 GTN GRAY MEDIA INC Communication Services 1,070.0 $4K NEW $3.97 +25.1%
1555 LIFTOFF MOBILE INC 177.0 $4K NEW $24.00
1556 UIS UNISYS CORP Technology 1,159.0 $4K NEW $3.66 -25.5%
1557 AIP ARTERIS INC Technology 87.0 $4K NEW $48.54 -47.5%
1558 LYFT INC 4,000.0 $4K NEW $1.05
1559 LIBERTY CAP CORP 189.0 $4K NEW $21.90
1560 JFLX J P MORGAN EXCHANGE TRADED F 82.0 $4K NEW $50.40 -1.0%
Page 78 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%