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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 110 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 TW TRADEWEB MKTS INC Financial Services 4,291.0 $428K 0.00% +4K +5132.9% $99.66 +8.1%
2182 SHAK SHAKE SHACK INC Consumer Cyclical 7,624.0 $427K 0.00% +7K +2538.1% $56.02 +32.2%
2183 NBHC NATIONAL BK HLDGS CORP Financial Services 9,604.0 $427K 0.00% +10K +10000.0% $44.43 -7.1%
2184 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 9,892.0 $426K 0.00% NEW $43.09 +1.5%
2185 SHYD VANECK ETF TRUST 18,610.0 $426K 0.00% NEW $22.90 -0.8%
2186 EWU ISHARES TR 9,235.0 $426K 0.00% NEW $46.14 +7.0%
2187 EVSM MORGAN STANLEY ETF TRUST 8,451.0 $425K 0.00% NEW $50.31 -0.2%
2188 SUSB ISHARES TR 17,001.0 $425K 0.00% NEW $24.99 -0.4%
2189 DFIS DIMENSIONAL ETF TRUST 12,116.0 $424K 0.00% +11K +1333.8% $35.03 +7.9%
2190 TAFI AB ACTIVE ETFS INC 16,794.0 $424K 0.00% NEW $25.22 -0.5%
2191 DVYE ISHARES INC 13,129.0 $423K 0.00% NEW $32.23 +10.4%
2192 IMTM ISHARES TR 7,934.0 $423K 0.00% NEW $53.33 +1.5%
2193 CTS CTS CORP Technology 6,465.0 $421K 0.00% +6K +3991.8% $65.18 -13.0%
2194 PSK SPDR SERIES TRUST 13,793.0 $421K 0.00% NEW $30.53 -2.1%
2195 GPIX GOLDMAN SACHS ETF TR 7,561.0 $420K 0.00% NEW $55.57 +1.0%
2196 WD WALKER & DUNLOP INC Financial Services 7,676.0 $420K 0.00% +7K +3961.4% $54.70 -25.6%
2197 VRRM VERRA MOBILITY CORP Technology 98,750.0 $420K 0.00% +98K +10000.0% $4.25 +4.2%
2198 PAYO PAYONEER GLOBAL INC Technology 58,727.0 $418K 0.00% +57K +4506.0% $7.12 -0.1%
2199 SEM SELECT MED HLDGS CORP Healthcare 25,308.0 $418K 0.00% +25K +3415.0% $16.51 +0.0%
2200 VIRTUS DIVIDEND INTEREST & P 27,454.0 $417K 0.00% +27K +10000.0% $15.19
Page 110 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%