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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 100 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 ROG ROGERS CORP Technology 173.0 $16K +8.0 +4.8% $91.57 +45.2%
1982 XOP SPDR SERIES TRUST 125.0 $16K NEW $126.26 +35.2%
1983 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 597.0 $16K -52.0 -8.0% $26.37 -37.2%
1984 FLUTTER ENTMT PLC 73.0 $16K -16.0 -18.0% $215.04
1985 BEACON FINANCIAL CORP. 594.0 $16K +47.0 +8.6% $26.37
1986 CFA VICTORY PORTFOLIOS II 172.0 $16K $91.01 +4.8%
1987 USAC USA COMPRESSION PARTNERS LP Energy 680.0 $16K $23.00 +29.0%
1988 ASGN ASGN INC Technology 323.0 $16K -276.0 -46.1% $48.17 -60.3%
1989 TAN INVESCO EXCH TRADED FD TR II 316.0 $16K $49.12 +32.0%
1990 VYX NCR VOYIX CORPORATION Technology 1,517.0 $15K +252.0 +19.9% $10.20 -36.6%
1991 PDBC INVESCO ACTVELY MNGD ETC FD 1,165.0 $15K $13.25 +38.2%
1992 VBF INVESCO BD FD Financial Services 1,000.0 $15K $15.41 -3.2%
1993 HAYW HAYWARD HLDGS INC Industrials 994.0 $15K +100.0 +11.2% $15.45 -11.5%
1994 PRGS PROGRESS SOFTWARE CORP Technology 356.0 $15K +147.0 +70.3% $42.96 -32.0%
1995 CORP PIMCO ETF TR 156.0 $15K $97.85 -1.9%
1996 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 1,065.0 $15K -59.0 -5.2% $14.26 -11.8%
1997 GEF GREIF INC Consumer Cyclical 224.0 $15K +26.0 +13.1% $67.70 -5.3%
1998 GUT GABELLI UTIL TR Financial Services 2,500.0 $15K $6.03 +4.8%
1999 MARKER THERAPEUTICS INC 10,000.0 $15K NEW $1.49
2000 CNK CINEMARK HLDGS INC Communication Services 641.0 $15K +42.0 +7.0% $23.24 +14.5%
Page 100 of 132  ·  2,633 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%