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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 101 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 AEGON LTD 1,919.0 $15K $7.71
2002 FUTU FUTU HLDGS LTD Financial Services 90.0 $15K +3.0 +3.5% $164.21 -24.6%
2003 HCI HCI GROUP INC Financial Services 77.0 $15K +4.0 +5.5% $191.69 -17.3%
2004 AVDV AMERICAN CENTY ETF TR 157.0 $15K NEW $93.97 +15.3%
2005 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 459.0 $15K +203.0 +79.3% $31.89 +11.0%
2006 NSIT INSIGHT ENTERPRISES INC Technology 179.0 $15K +50.0 +38.8% $81.47 +14.9%
2007 NWL NEWELL BRANDS INC Consumer Defensive 3,919.0 $15K -2K -30.0% $3.72 -3.8%
2008 UUUU ENERGY FUELS INC Energy 1,000.0 $15K $14.54 +15.4%
2009 EPAC ENERPAC TOOL GROUP CORP Industrials 378.0 $14K -496.0 -56.8% $38.24 -10.6%
2010 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 734.0 $14K +73.0 +11.0% $19.68 +30.0%
2011 BIP BROOKFIELD INFRAST PARTNERS Utilities 415.0 $14K $34.74 +14.4%
2012 SHM SPDR SERIES TRUST 300.0 $14K $47.99 -0.5%
2013 ICLR ICON PLC Healthcare 79.0 $14K -22.0 -21.8% $182.22 -36.0%
2014 DEI DOUGLAS EMMETT INC Real Estate 1,308.0 $14K -184.0 -12.3% $10.99 +4.3%
2015 BBWI BATH & BODY WORKS INC Consumer Cyclical 714.0 $14K -383.0 -34.9% $20.08 -13.7%
2016 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 209.0 $14K -99.0 -32.1% $68.23 +12.2%
2017 MVBF MVB FINL CORP Financial Services 550.0 $14K $25.83 -0.0%
2018 GTOP GOLDMAN SACHS ETF TR 359.0 $14K NEW $39.51 +18.5%
2019 CHW CALAMOS GBL DYN INCOME FUND Financial Services 1,908.0 $14K $7.41 +16.2%
2020 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 347.0 $14K +54.0 +18.4% $40.74 -8.9%
Page 101 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%