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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 102 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 556.0 $14K +178.0 +47.1% $25.40 +25.2%
2022 BSCU INVESCO EXCH TRD SLF IDX FD 834.0 $14K +334.0 +66.8% $16.92 -1.9%
2023 CWT CALIFORNIA WTR SVC GROUP Utilities 325.0 $14K -33.0 -9.2% $43.33 -0.3%
2024 TRIP TRIPADVISOR INC Consumer Cyclical 965.0 $14K +31.0 +3.3% $14.56 -31.8%
2025 BSCX INVESCO EXCH TRD SLF IDX FD 650.0 $14K +150.0 +30.0% $21.46 -2.3%
2026 ALG ALAMO GROUP INC Industrials 83.0 $14K +5.0 +6.4% $167.87 -10.7%
2027 PEB PEBBLEBROOK HOTEL TR Real Estate 1,228.0 $14K +32.0 +2.7% $11.32 +31.3%
2028 IMO IMPERIAL OIL LTD Energy 161.0 $14K -15.0 -8.5% $86.31 +55.1%
2029 DNOW DNOW INC Energy 1,044.0 $14K -21.0 -2.0% $13.25 -2.7%
2030 SOCL GLOBAL X FDS 250.0 $14K $55.21 -19.3%
2031 SFNC SIMMONS 1ST NATL CORP Financial Services 732.0 $14K +183.0 +33.3% $18.85 +12.8%
2032 CPRX CATALYST PHARMACEUTICALS INC Healthcare 590.0 $14K +19.0 +3.3% $23.34 +34.0%
2033 OFG OFG BANCORP Financial Services 335.0 $14K +15.0 +4.7% $40.98 +10.3%
2034 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 509.0 $14K +58.0 +12.9% $26.78 -32.2%
2035 EQNR EQUINOR ASA Energy 576.0 $14K +305.0 +112.5% $23.63 +63.6%
2036 UMH UMH PPTYS INC Real Estate 852.0 $14K NEW $15.91 -3.3%
2037 SIRIUSPOINT LTD 619.0 $14K +70.0 +12.8% $21.89
2038 JETS ETF SER SOLUTIONS 482.0 $14K -399.0 -45.3% $28.07 -3.8%
2039 TCAF T ROWE PRICE ETF INC 352.0 $13K -598.0 -63.0% $38.22 +5.6%
2040 IFRA ISHARES TR 255.0 $13K +14.0 +5.8% $52.62 +15.0%
Page 102 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%