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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 88 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 REPOSITRAK INC 61.0 $549.0 NEW $9.00
1742 NVMI NOVA LTD Technology 1.0 $543.0 NEW $543.00 -22.5%
1743 AVALO THERAPEUTICS INC 29.0 $536.0 NEW $18.48
1744 NRO NEUBERGER R/EST SECS INC FD Financial Services 175.0 $530.0 NEW $3.03 -2.6%
1745 MED MEDIFAST INC Consumer Cyclical 48.0 $509.0 NEW $10.60 +7.9%
1746 GIGB GOLDMAN SACHS ETF TR 11.0 $505.0 NEW $45.91 -2.4%
1747 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 38.0 $499.0 NEW $13.13 -2.9%
1748 MTRX MATRIX SVC CO Industrials 35.0 $480.0 NEW $13.71 -12.6%
1749 SIGA SIGA TECHNOLOGIES INC Healthcare 127.0 $462.0 NEW $3.64 -19.5%
1750 PSCH INVESCO EXCH TRADED FD TR II 9.0 $460.0 NEW $51.11 +8.3%
1751 BBNX BETA BIONICS INC Healthcare 29.0 $447.0 NEW $15.41 +13.9%
1752 CAN FITE BIOFARMA LTD 150.0 $446.0 NEW $2.97
1753 ONITY GROUP INC 11.0 $437.0 NEW $39.73
1754 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 14.0 $430.0 NEW $30.71 +8.9%
1755 KOS KOSMOS ENERGY LTD Energy 204.0 $430.0 NEW $2.11 +23.3%
1756 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 25.0 $429.0 NEW $17.16 +7.5%
1757 NUVB NUVATION BIO INC Healthcare 74.0 $422.0 NEW $5.70 +13.6%
1758 ARAY ACCURAY INC DEL Healthcare 1,593.0 $410.0 NEW $0.26 +26.9%
1759 DHF BNY MELLON HIGH YIELD STRATE Financial Services 169.0 $410.0 NEW $2.43 -1.5%
1760 LPTH LIGHTPATH TECHNOLOGIES INC Technology 25.0 $409.0 NEW $16.36 -9.5%
Page 88 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%