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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 79 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 MERITAGE HOMES CORP 4,000.0 $4K NEW $1.03
1562 PAXS PIMCO ACCESS INCOME FUND Financial Services 283.0 $4K NEW $14.55 -3.7%
1563 EWS ISHARES INC 139.0 $4K NEW $29.61 +13.3%
1564 FLXS FLEXSTEEL INDS INC Consumer Cyclical 55.0 $4K NEW $74.47 +16.6%
1565 SEVN SEVEN HILLS REALTY TRUST Real Estate 483.0 $4K NEW $8.43 -9.3%
1566 CRVS CORVUS PHARMACEUTICALS INC Healthcare 271.0 $4K NEW $14.94 +0.1%
1567 ARKO ARKO CORP Consumer Cyclical 489.0 $4K NEW $8.03 -40.9%
1568 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 670.0 $4K NEW $5.80 -4.7%
1569 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 135.0 $4K NEW $28.72 -26.5%
1570 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 27.0 $4K NEW $142.41 -11.0%
1571 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 208.0 $4K NEW $18.34 +29.2%
1572 TNGX TANGO THERAPEUTICS INC Healthcare 122.0 $4K NEW $31.25 -19.4%
1573 CNDT CONDUENT INC Technology 2,566.0 $4K NEW $1.46 +0.8%
1574 JGLO J P MORGAN EXCHANGE TRADED F 52.0 $4K NEW $71.21 +3.5%
1575 FNLC FIRST BANCORP INC ME Financial Services 105.0 $4K NEW $34.82 +0.9%
1576 AMTB AMERANT BANCORP INC Financial Services 141.0 $4K NEW $25.52 +13.0%
1577 BWB BRIDGEWATER BANCSHARES INC Financial Services 171.0 $4K NEW $21.04 +5.8%
1578 JIG J P MORGAN EXCHANGE TRADED F 41.0 $4K NEW $87.17 -3.3%
1579 UAVS AGEAGLE AERIAL SYS INC NEW Technology 4,000.0 $4K NEW $0.89 -1.5%
1580 RCMT RCM TECHNOLOGIES INC Industrials 126.0 $4K NEW $28.23 +47.6%
Page 79 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%