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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GRC GORMAN RUPP CO Industrials 426.0 $39K -855.0 -66.7% $91.74 -12.1%
142 IRT INDEPENDENCE RLTY TR INC Real Estate 2,260.0 $38K -443.0 -16.4% $16.69 -0.1%
143 ICICI BANK LIMITED 1,196.0 $35K -170.0 -12.4% $29.03
144 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 6,492.0 $34K -3K -28.1% $5.24 -18.5%
145 FTGS FIRST TR EXCHANGE-TRADED FD 915.0 $34K -1K -61.0% $37.00 +7.3%
146 FSV FIRSTSERVICE CORP NEW Real Estate 232.0 $33K -275.0 -54.2% $142.11 -1.6%
147 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 466.0 $28K -4K -90.5% $60.22 +22.5%
148 PAA PLAINS ALL AMERN PIPELINE L Energy 1,221.0 $27K -1K -45.0% $22.26 +6.7%
149 CVE CENOVUS ENERGY INC Energy 1,086.0 $27K -169.0 -13.5% $24.81 +29.5%
150 E ENI SPA Energy 572.0 $27K -8.0 -1.4% $46.86 +19.6%
151 PSTL POSTAL REALTY TRUST INC Real Estate 1,065.0 $26K -145.0 -12.0% $24.65 -7.7%
152 BMNR BITMINE IMMERSION TECHS INC Financial Services 1,931.0 $26K -1K -36.8% $13.31 +40.7%
153 STWD STARWOOD PPTY TR INC Real Estate 1,471.0 $24K -712.0 -32.6% $16.38 -0.9%
154 ASX ASE TECHNOLOGY HLDG CO LTD Technology 474.0 $21K -103.0 -17.9% $45.12 -11.5%
155 AMERICA MOVIL SAB DE CV 698.0 $18K -314.0 -31.0% $25.99
156 GNL GLOBAL NET LEASE INC Real Estate 2,012.0 $18K -36.0 -1.8% $8.94 -1.5%
157 KRP KIMBELL RTY PARTNERS LP Energy 1,153.0 $17K -847.0 -42.4% $14.53 +3.0%
158 GFL GFL ENVIRONMENTAL INC Industrials 416.0 $15K -48.0 -10.3% $36.79 +12.9%
159 CEVA CEVA INC Technology 294.0 $14K -56.0 -16.0% $47.22 -30.7%
160 NSA NATIONAL STORAGE AFFILIATES Real Estate 306.0 $14K -663.0 -68.4% $44.47 -2.4%
Page 8 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%