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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 14 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CTLS INTL PLC Industrials 71,909.0 $8.6M 0.03% +8K +13.3% $119.75 +19.5%
262 AON AON PLC Financial Services 24,313.0 $8.6M 0.03% -672.0 -2.7% $352.88 -7.5%
263 IJT ISHARES TR 59,125.0 $8.3M 0.03% -833.0 -1.4% $141.16 +12.5%
264 LHX L3HARRIS TECHNOLOGIES INC Industrials 27,793.0 $8.2M 0.03% -533.0 -1.9% $293.57 +3.3%
265 WEC WEC ENERGY GROUP INC Utilities 77,114.0 $8.1M 0.03% -4K -5.0% $105.46 +3.5%
266 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 29,059.0 $8.0M 0.03% -2K -5.0% $275.39 +188.9%
267 XBI SPDR SERIES TRUST 65,601.0 $8.0M 0.03% $121.93 +4.7%
268 MKC MCCORMICK & CO INC Consumer Defensive 116,694.0 $7.9M 0.03% -3K -2.5% $68.11 -31.9%
269 IGSB ISHARES TR 148,607.0 $7.9M 0.03% -3K -2.3% $52.88 -1.2%
270 AVLV AMERICAN CENTY ETF TR 99,409.0 $7.5M 0.02% +81K +431.6% $75.77 +15.8%
271 GLW CORNING INC Technology 85,038.0 $7.4M 0.02% -6K -6.8% $87.56 +119.1%
272 SLDE SLIDE INS HLDGS INC Financial Services 381,547.0 $7.4M 0.02% +381K +10000.0% $19.48 -3.5%
273 DHI D R HORTON INC Consumer Cyclical 50,894.0 $7.3M 0.02% -4K -7.1% $144.03 -6.0%
274 CBRE CBRE GROUP INC Real Estate 45,536.0 $7.3M 0.02% -4K -8.4% $160.79 -18.9%
275 AIG AMERICAN INTL GROUP INC Financial Services 82,382.0 $7.0M 0.02% -1K -1.5% $85.55 -8.4%
276 LH LABCORP HOLDINGS INC Healthcare 28,082.0 $7.0M 0.02% -226.0 -0.8% $250.88 -0.2%
277 EQIX EQUINIX INC Real Estate 9,181.0 $7.0M 0.02% -494.0 -5.1% $766.16 +38.3%
278 CENCORA INC 20,611.0 $7.0M 0.02% +3K +16.2% $337.75
279 MCK MCKESSON CORP Healthcare 8,475.0 $7.0M 0.02% -48.0 -0.6% $820.29 -7.3%
280 WMS ADVANCED DRAIN SYS INC DEL Industrials 47,903.0 $6.9M 0.02% $144.83 -6.3%
Page 14 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%