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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $61.7B AUM 4,336 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1815 New 2190 Added 216 Reduced 112 Exited
Page 108 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 RACE FERRARI N V Consumer Cyclical 1,250.0 $465K 0.00% +595.0 +90.8% $372.29 +13.3%
2142 ICFI ICF INTL INC Industrials 6,384.0 $465K 0.00% NEW $72.86 +21.3%
2143 NVT NVENT ELEC PLC Industrials 2,740.0 $465K 0.00% -1K -29.9% $169.61 -10.7%
2144 CALX CALIX INC Technology 12,436.0 $464K 0.00% +12K +2557.3% $37.32 +6.8%
2145 RQI COHEN & STEERS QUALITY INCOM Financial Services 37,606.0 $463K 0.00% NEW $12.31 +0.8%
2146 SRCE 1ST SOURCE CORP Financial Services 5,667.0 $462K 0.00% -591.0 -9.4% $81.58 +5.5%
2147 MBWM MERCANTILE BK CORP Financial Services 8,029.0 $461K 0.00% +7K +963.4% $57.42 +5.1%
2148 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 34,791.0 $460K 0.00% NEW $13.22 -4.3%
2149 IXG ISHARES TR 3,669.0 $457K 0.00% +781.0 +27.0% $124.50 +8.4%
2150 SONO SONOS INC Technology 33,748.0 $457K 0.00% +32K +2148.4% $13.53 +13.0%
2151 FCF FIRST COMWLTH FINL CORP PA Financial Services 22,455.0 $457K 0.00% +22K +5221.1% $20.33 +2.0%
2152 AUR AURORA INNOVATION INC Technology 66,806.0 $456K 0.00% +57K +572.8% $6.82 -15.4%
2153 TPYP TORTOISE CAPITAL SERIES TRUS 10,850.0 $455K 0.00% NEW $41.93 +1.7%
2154 FMBH FIRST MID BANCSHARES INC Financial Services 9,454.0 $455K 0.00% +9K +4955.6% $48.09 +4.3%
2155 XOP SPDR SERIES TRUST 2,945.0 $454K 0.00% +3K +2256.0% $154.26 +18.5%
2156 WLY WILEY JOHN & SONS INC Communication Services 9,345.0 $453K 0.00% +9K +3536.2% $48.51 +11.1%
2157 DXPE DXP ENTERPRISES INC Industrials 2,680.0 $452K 0.00% +3K +8545.2% $168.74 +11.7%
2158 IIIN INSTEEL INDS INC Industrials 14,968.0 $452K 0.00% +15K +10000.0% $30.20 +0.8%
2159 AUSF GLOBAL X FDS 9,229.0 $451K 0.00% NEW $48.86 +6.8%
2160 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 11,625.0 $451K 0.00% +11K +5232.6% $38.77 -1.4%
Page 108 of 217  ·  4,336 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%