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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXS AXIS CAP HLDGS LTD Financial Services 1,880.0 $202K -1K -39.9% $107.44 -7.0%
102 JD JD.COM INC Consumer Cyclical 6,702.0 $171K -4K -37.4% $25.48 +11.9%
103 RPRX ROYALTY PHARMA PLC Healthcare 3,013.0 $169K -643.0 -17.6% $56.07 +6.0%
104 TM TOYOTA MOTOR CORP Consumer Cyclical 948.0 $160K -77.0 -7.5% $168.42 +12.3%
105 FCOM FIDELITY COVINGTON TRUST 2,033.0 $141K -360.0 -15.0% $69.47 +1.0%
106 BRX BRIXMOR PPTY GROUP INC Real Estate 4,139.0 $131K -568.0 -12.1% $31.53 -5.6%
107 B BARRICK MNG CORP Basic Materials 3,043.0 $112K -1K -32.6% $36.73 +15.8%
108 MILLROSE PPTYS INC 3,702.0 $111K -742.0 -16.7% $30.05
109 RELX RELX PLC Communication Services 3,465.0 $110K -305.0 -8.1% $31.67 +6.0%
110 BBH TR 6,035.0 $105K -1K -19.3% $17.40
111 SCHZ SCHWAB STRATEGIC TR 4,413.0 $102K -1K -19.3% $23.13 -1.7%
112 CXW CORECIVIC INC Real Estate 3,181.0 $97K -159.0 -4.8% $30.38 +10.5%
113 JHG JANUS HENDERSON GROUP PLC Financial Services 1,781.0 $93K -67.0 -3.6% $51.95 -0.0%
114 ILOW AB ACTIVE ETFS INC 2,000.0 $91K -8K -79.9% $45.46 +3.9%
115 CUBE CUBESMART Real Estate 2,183.0 $87K -136.0 -5.9% $39.77 +3.4%
116 SBRA SABRA HEALTH CARE REIT INC Real Estate 4,352.0 $85K -319.0 -6.8% $19.51 +4.1%
117 DHT DHT HOLDINGS INC Energy 5,088.0 $84K -2K -24.8% $16.53 +14.3%
118 HUDSON PACIFIC PROPERTIES IN 5,334.0 $81K -81.0 -1.5% $15.19
119 G GENPACT LIMITED Technology 2,865.0 $79K -526.0 -15.5% $27.50 +22.5%
120 BIRKENSTOCK HOLDING PLC 1,802.0 $78K -2K -53.0% $43.03
Page 6 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%