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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 117 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 UI UBIQUITI INC Technology 8.0 $4K NEW $553.38 +12.6%
2322 ENOV ENOVIS CORPORATION Industrials 166.0 $4K -220.0 -57.0% $26.64 -8.8%
2323 CLNE CLEAN ENERGY FUELS CORP Energy 2,100.0 $4K +63.0 +3.1% $2.10 -2.9%
2324 UBOT DIREXION SHS ETF TR 172.0 $4K $25.58 +14.8%
2325 SXI PUT STANDEX INTL CORP Industrials 1,100.0 $4K $4.00 +6117.2%
2326 LNN LINDSAY CORP Industrials 37.0 $4K +19.0 +105.6% $117.86 -10.6%
2327 ACH OWENS & MINOR INC NEW Healthcare 1,557.0 $4K -47.0 -2.9% $2.80 -2.2%
2328 UMC UNITED MICROELECTRONICS CORP Technology 553.0 $4K $7.86 +118.8%
2329 VOD VODAFONE GROUP PLC NEW Communication Services 329.0 $4K +95.0 +40.6% $13.21 +11.1%
2330 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 110.0 $4K -9.0 -7.6% $39.21 +2.7%
2331 SAFT SAFETY INS GROUP INC Financial Services 55.0 $4K -25.0 -31.2% $77.91 -8.8%
2332 PENG PENGUIN SOLUTIONS INC Technology 218.0 $4K -16.0 -6.8% $19.56 +139.4%
2333 ANIP ANI PHARMACEUTICALS INC Healthcare 54.0 $4K -3.0 -5.3% $78.94 +0.5%
2334 AMRIZE LTD 78.0 $4K +8.0 +11.4% $54.08
2335 SCL STEPAN CO Basic Materials 89.0 $4K -121.0 -57.6% $47.36 +3.9%
2336 WRLD WORLD ACCEP CORPORATION Financial Services 30.0 $4K +9.0 +42.9% $140.40 +9.1%
2337 OXM OXFORD INDS INC Consumer Cyclical 122.0 $4K -24.0 -16.4% $34.20 +15.1%
2338 UNIT UNITI GROUP LLC Real Estate 593.0 $4K -1K -69.1% $7.01 +57.6%
2339 PURSUIT ATTRACTIONS AND HOSP 123.0 $4K +3.0 +2.5% $33.68
2340 OLP ONE LIBERTY PPTYS INC Real Estate 203.0 $4K $20.29 +10.5%
Page 117 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%