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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 103 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 MYGN MYRIAD GENETICS INC Healthcare 2,180.0 $13K +131.0 +6.4% $6.15 -36.4%
2042 NABL N-ABLE INC Technology 1,784.0 $13K -144.0 -7.5% $7.48 -52.4%
2043 BHE BENCHMARK ELECTRS INC Technology 312.0 $13K +17.0 +5.8% $42.76 +92.8%
2044 WSFS WSFS FINL CORP Financial Services 241.0 $13K -9.0 -3.6% $55.24 +30.0%
2045 HYMB SPDR SERIES TRUST 533.0 $13K NEW $24.94 -0.1%
2046 ORC ORCHID IS CAP INC Real Estate 1,840.0 $13K +840.0 +84.0% $7.20 -5.1%
2047 EXTR EXTREME NETWORKS Technology 791.0 $13K +31.0 +4.1% $16.65 +43.5%
2048 SCHO SCHWAB STRATEGIC TR 540.0 $13K -6K -92.0% $24.37 -0.9%
2049 IGR CBRE GBL REAL ESTATE INC FD Financial Services 3,000.0 $13K NEW $4.38 +6.2%
2050 NGVT INGEVITY CORP Basic Materials 222.0 $13K $59.18 +10.2%
2051 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 4,200.0 $13K $3.12 -11.2%
2052 EMGF ISHARES INC 226.0 $13K NEW $57.85 +22.9%
2053 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 347.0 $13K -93.0 -21.1% $37.42 -18.5%
2054 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 224.0 $13K -68.0 -23.3% $57.44 +10.0%
2055 ADMA ADMA BIOLOGICS INC Healthcare 705.0 $13K -371.0 -34.5% $18.24 -53.6%
2056 PICK ISHARES INC 250.0 $13K $51.34 +23.7%
2057 MEOH METHANEX CORP Basic Materials 322.0 $13K $39.72 +50.1%
2058 KRMN KARMAN HLDGS INC Industrials 174.0 $13K NEW $73.17 -10.8%
2059 INN SUMMIT HOTEL PPTYS INC Real Estate 2,583.0 $13K +353.0 +15.8% $4.87 +15.8%
2060 SSTK SHUTTERSTOCK INC Communication Services 657.0 $13K $19.10 -18.4%
Page 103 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%