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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 107 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 KSS KOHLS CORP Consumer Cyclical 502.0 $10K +117.0 +30.4% $20.41 -42.5%
2122 RH RH Consumer Cyclical 57.0 $10K -84.0 -59.6% $179.16 -31.8%
2123 SKYY FIRST TR EXCHANGE TRADED FD 78.0 $10K $130.08 -0.6%
2124 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,969.0 $10K $5.14 -4.1%
2125 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 588.0 $10K +99.0 +20.2% $17.11 -6.1%
2126 TRMK TRUSTMARK CORP Financial Services 257.0 $10K +24.0 +10.3% $38.95 +12.5%
2127 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,114.0 $10K -145.0 -11.5% $8.96 +17.3%
2128 BGC BGC GROUP INC Financial Services 1,116.0 $10K -154.0 -12.1% $8.93 +25.8%
2129 ROCK GIBRALTAR INDS INC Industrials 201.0 $10K +26.0 +14.9% $49.44 -31.6%
2130 NX QUANEX BLDG PRODS CORP Industrials 646.0 $10K +622.0 +2591.7% $15.38 +7.4%
2131 SNDR SCHNEIDER NATIONAL INC Industrials 374.0 $10K +45.0 +13.7% $26.53 +21.2%
2132 VNQI VANGUARD INTL EQUITY INDEX F 216.0 $10K +14.0 +6.9% $45.84 +0.4%
2133 CLEARWAY ENERGY INC 315.0 $10K +48.0 +18.0% $31.42
2134 PBI PITNEY BOWES INC Industrials 929.0 $10K +21.0 +2.3% $10.57 +47.7%
2135 IIPR INNOVATIVE INDL PPTYS INC Real Estate 207.0 $10K +68.0 +48.9% $47.36 +15.0%
2136 ATEN A10 NETWORKS INC Technology 550.0 $10K +17.0 +3.2% $17.69 +62.1%
2137 BLFS BIOLIFE SOLUTIONS INC Healthcare 402.0 $10K +16.0 +4.2% $24.18 -0.7%
2138 FOUR SHIFT4 PMTS INC Technology 154.0 $10K -253.0 -62.2% $62.97 -34.9%
2139 CRY ARTIVION INC 212.0 $10K -15.0 -6.6% $45.61 -60.8%
2140 IHI ISHARES TR 155.0 $10K -92.0 -37.2% $62.15 -18.1%
Page 107 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%