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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 80 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 200.0 $4K NEW $17.72 +7.5%
1582 BBHY J P MORGAN EXCHANGE TRADED F 76.0 $4K NEW $46.12 -0.8%
1583 AURA AURA BIOSCIENCES INC Healthcare 488.0 $3K NEW $7.10 +14.9%
1584 EZA ISHARES INC 54.0 $3K NEW $63.19 +6.2%
1585 SQLV LEGG MASON ETF INVT 65.0 $3K NEW $51.98 +4.8%
1586 TRUC VANECK ETF TRUST 135.0 $3K NEW $24.82 +0.9%
1587 SMITHFIELD FOODS INC 137.0 $3K NEW $24.26
1588 BKMS BNY MELLON ETF TRUST II 130.0 $3K NEW $25.54 -0.4%
1589 JPMB J P MORGAN EXCHANGE TRADED F 82.0 $3K NEW $40.30 -1.6%
1590 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 272.0 $3K NEW $12.12 -3.5%
1591 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 500.0 $3K NEW $6.53 +2.9%
1592 FSBW FS BANCORP INC Financial Services 75.0 $3K NEW $43.40 -0.4%
1593 FORTE BIOSCIENCES INC 150.0 $3K NEW $21.25
1594 TBCH TURTLE BEACH CORP Technology 253.0 $3K NEW $12.45 -0.4%
1595 NAZ NUVEEN ARIZONA QLTY MUN INC Financial Services 250.0 $3K NEW $12.49 -1.3%
1596 ORGO ORGANOGENESIS HLDGS INC Healthcare 1,280.0 $3K NEW $2.43 -26.3%
1597 AGNC AGNC INVT CORP Real Estate 285.0 $3K NEW $10.90 +0.2%
1598 FSUN FIRSTSUN CAP BANCORP Financial Services 79.0 $3K NEW $38.78 +4.3%
1599 DROPBOX INC 3,000.0 $3K NEW $1.01
1600 STRT STRATTEC SEC CORP Consumer Cyclical 37.0 $3K NEW $81.46 +0.4%
Page 80 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%