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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 11 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WASH WASHINGTON TR BANCORP INC Financial Services 15.0 $547.0 -4.0 -21.1% $36.47 +10.3%
202 TREE LENDINGTREE INC Financial Services 12.0 $531.0 -588.0 -98.0% $44.25 -29.2%
203 NEWT NEWTEKONE INC Financial Services 23.0 $341.0 -22.0 -48.9% $14.83 -13.5%
204 CHARGEPOINT HOLDINGS INC 50.0 $297.0 -25.0 -33.3% $5.94
205 FLY FIREFLY AEROSPACE INC Industrials 8.0 $235.0 -405.0 -98.1% $29.38 -7.5%
206 AHRT AH RLTY TR INC Financial Services 31.0 $219.0 -77.0 -71.3% $7.06 -5.7%
207 LXFR LUXFER HLDGS PLC Industrials 12.0 $216.0 -11.0 -47.8% $18.00 -4.9%
208 CIVEO CORP CDA 6.0 $210.0 -5.0 -45.5% $35.00
209 WIX WIX COM LTD Technology 4.0 $181.0 -17.0 -81.0% $45.25 +62.9%
210 BARNES & NOBLE ED INC 14.0 $176.0 -14.0 -50.0% $12.57
211 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 9.0 $158.0 -3.0 -25.0% $17.56 +10.1%
212 HLLY HOLLEY INC Consumer Cyclical 53.0 $135.0 -701.0 -93.0% $2.55 +19.7%
213 DOX AMDOCS LTD Technology 2.0 $101.0 -5K -100.0% $50.50 +13.4%
214 SPOK SPOK HLDGS INC Healthcare 8.0 $82.0 -8.0 -50.0% $10.25 +7.2%
215 HCAT HEALTH CATALYST INC Healthcare 30.0 $60.0 -28.0 -48.3% $2.00 -15.0%
216 TOON KARTOON STUDIOS INC. Communication Services 3.0 $2.0 -10.0 -76.9% $0.67 -9.6%
Page 11 of 11  ·  216 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%