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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 91 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 CGEM CULLINAN THERAPEUTICS INC Healthcare 3.0 $55.0 NEW $18.33 +12.5%
1802 LAW CS DISCO INC Technology 14.0 $53.0 NEW $3.79 +13.0%
1803 NRDY NERDY INC Technology 42.0 $38.0 NEW $0.90 -24.9%
1804 ACES ALPS ETF TR 1.0 $35.0 NEW $35.00 -8.4%
1805 XEROX HOLDINGS CORP 125.0 $34.0 NEW $0.27
1806 SEG SEAPORT ENTMT GROUP INC Real Estate 1.0 $27.0 NEW $27.00 +0.8%
1807 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 8.0 $22.0 NEW $2.75 -1.8%
1808 LUNG PULMONX CORP Healthcare 12.0 $16.0 NEW $1.33 +67.3%
1809 ALEC ALECTOR INC Healthcare 6.0 $12.0 NEW $2.00 +2.5%
1810 UP WHEELS UP EXPERIENCE INC Industrials 1.0 $9.0 NEW $9.00 -45.3%
1811 CORBUS PHARMACEUTICALS HLDGS 1.0 $9.0 NEW $9.00
1812 22ND CENTY GROUP INC 2.0 $8.0 NEW $4.00
1813 BIVI BIOVIE INC Healthcare 4.0 $8.0 NEW $2.00 -41.5%
1814 PLRX PLIANT THERAPEUTICS INC Healthcare 4.0 $5.0 NEW $1.25 -12.0%
1815 TVRD TVARDI THERAPEUTICS INC Healthcare 1.0 $2.0 NEW $2.00 -7.0%
Page 91 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%