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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 133 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 HYZD WISDOMTREE TR 8,390.0 $189K NEW $22.51 +0.7%
2642 EATON VANCE TAX-MANAGED GLOB 19,427.0 $187K NEW $9.64
2643 COTY COTY INC Consumer Defensive 86,431.0 $187K +84K +3242.3% $2.16 +29.2%
2644 MGMT UNIFIED SER TR 3,644.0 $186K NEW $50.96 +0.4%
2645 TRUP TRUPANION INC Financial Services 7,470.0 $185K +7K +2864.3% $24.77 +28.2%
2646 NULV NUSHARES ETF TR 3,691.0 $185K NEW $49.99 +6.9%
2647 ATLANTA BRAVES HLDGS INC 3,265.0 $184K NEW $56.31
2648 ARGX ARGENX SE Healthcare 198.0 $184K +174.0 +725.0% $927.77 +9.0%
2649 WGO WINNEBAGO INDS INC Consumer Cyclical 5,871.0 $183K +6K +2220.6% $31.24 +2.9%
2650 MATW MATTHEWS INTL CORP Industrials 6,796.0 $183K +7K +10000.0% $26.92 -21.2%
2651 GALAXY DIGITAL INC. 6,679.0 $183K NEW $27.34
2652 SMP STANDARD MTR PRODS INC Consumer Cyclical 4,681.0 $182K +4K +2172.3% $38.97 -3.7%
2653 RSHO TEMA ETF TRUST 2,894.0 $182K NEW $62.87 -1.7%
2654 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 11,243.0 $182K +10K +1024.3% $16.17 -2.6%
2655 BBUS J P MORGAN EXCHANGE TRADED F 1,330.0 $179K NEW $134.72 +2.2%
2656 CECO CECO ENVIRONMENTAL CORP Industrials 1,974.0 $179K NEW $90.73 -21.4%
2657 CCAP CRESCENT CAP BDC INC Financial Services 16,390.0 $179K NEW $10.92 -1.6%
2658 CERT CERTARA INC Healthcare 27,322.0 $179K +27K +10000.0% $6.55 +21.5%
2659 BN BROOKFIELD CORP Financial Services 4,189.0 $178K +2K +75.5% $42.59 -1.5%
2660 SFLR INNOVATOR ETFS TRUST 4,622.0 $178K NEW $38.58 +0.4%
Page 133 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%