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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 85 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 IONR IONEER LTD Basic Materials 300.0 $1K NEW $4.33 -26.1%
1682 NEXTERA ENERGY INC 26.0 $1K NEW $49.69
1683 ALCO ALICO INC Consumer Defensive 31.0 $1K NEW $41.35 -5.5%
1684 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 255.0 $1K NEW $4.99 +2.2%
1685 JACK JACK IN THE BOX INC Consumer Cyclical 80.0 $1K NEW $15.81 +8.1%
1686 PPHC PUBLIC POL HLDG CO INC Industrials 168.0 $1K NEW $7.39 +35.9%
1687 STRATEGY INC 21.0 $1K NEW $58.81
1688 CSV CARRIAGE SVCS INC Consumer Cyclical 32.0 $1K NEW $38.34 -9.3%
1689 KVHI KVH INDS INC Technology 123.0 $1K NEW $9.89 -17.6%
1690 NUVEEN REAL ESTATE INCOME FD 144.0 $1K NEW $8.43
1691 CAE CAE INC Industrials 48.0 $1K NEW $25.06 +8.3%
1692 VKQ INVESCO MUNICIPAL TRUST Financial Services 118.0 $1K NEW $10.04 -2.6%
1693 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 137.0 $1K NEW $8.57 +48.1%
1694 CTSO CYTOSORBENTS CORP Healthcare 3,090.0 $1K NEW $0.37 +0.9%
1695 APPN APPIAN CORP Technology 50.0 $1K NEW $22.90 +52.4%
1696 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 31.0 $1K NEW $36.68 +14.3%
1697 TSQ TOWNSQUARE MEDIA INC Communication Services 157.0 $1K NEW $7.07 -18.2%
1698 VIV TELEFONICA BRASIL SA Communication Services 80.0 $1K NEW $13.16 -13.4%
1699 ESCA ESCALADE INC Consumer Cyclical 56.0 $1K NEW $18.79 +7.8%
1700 PMTS CPI CARD GROUP INC Financial Services 50.0 $1K NEW $20.78 +38.1%
Page 85 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%