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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFUS DIMENSIONAL ETF TRUST 17,031.0 $1.4M 0.00% -6K -24.7% $81.94 +3.4%
42 VICI VICI PPTYS INC Real Estate 51,260.0 $1.4M 0.00% -31K -38.0% $26.55 -2.2%
43 BCS BARCLAYS PLC Financial Services 49,671.0 $1.3M 0.00% -13K -20.6% $26.86 +3.5%
44 IX ORIX CORP Financial Services 34,416.0 $1.3M 0.00% -1K -3.9% $38.04 +5.4%
45 GMAB GENMAB A/S Healthcare 47,181.0 $1.3M 0.00% -1K -3.0% $27.47 +19.5%
46 HST HOST HOTELS & RESORTS INC Real Estate 52,116.0 $1.2M 0.00% -4K -7.7% $23.71 -4.0%
47 RYANAIR HOLDINGS PLC 18,833.0 $1.2M 0.00% -623.0 -3.2% $64.75
48 NATWEST GROUP PLC 68,810.0 $1.2M 0.00% -5K -7.3% $17.63
49 TOTALENERGIES SE 14,988.0 $1.2M 0.00% -838.0 -5.3% $77.76
50 HDB HDFC BANK LTD Financial Services 40,431.0 $1.0M 0.00% -70K -63.4% $25.83 -10.8%
51 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 30,636.0 $1.0M 0.00% -1K -3.7% $33.88 +7.7%
52 AER AERCAP HOLDINGS NV Industrials 6,948.0 $1.0M 0.00% -477.0 -6.4% $145.78 +3.6%
53 CDP COPT DEFENSE PROPERTIES Real Estate 27,588.0 $1.0M 0.00% -205.0 -0.7% $36.39 +1.2%
54 ESS ESSEX PPTY TR INC Real Estate 3,285.0 $958K 0.00% -770.0 -19.0% $291.59 -3.0%
55 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 36,834.0 $941K 0.00% -760.0 -2.0% $25.55 +2.5%
56 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 9,789.0 $940K 0.00% -985.0 -9.1% $95.98 +29.4%
57 JTEK J P MORGAN EXCHANGE TRADED F 8,398.0 $937K 0.00% -9K -50.7% $111.55 -7.1%
58 SNY SANOFI SA Healthcare 21,461.0 $916K 0.00% -1K -4.5% $42.66 +3.8%
59 KB KB FINL GROUP INC Financial Services 7,775.0 $816K 0.00% -166.0 -2.1% $104.96 +14.4%
60 RWO SPDR INDEX SHS FDS 16,202.0 $805K 0.00% -227.0 -1.4% $49.71 +1.0%
Page 3 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%