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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 16 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KEYS KEYSIGHT TECHNOLOGIES INC Technology 60,688.0 $21.2M 0.03% +43K +252.3% $350.07 -3.6%
302 FDX FEDEX CORP Industrials 67,503.0 $21.1M 0.03% +34K +98.6% $313.13 +5.2%
303 FE FIRSTENERGY CORP Utilities 441,521.0 $21.0M 0.03% +401K +1001.4% $47.54 -0.4%
304 UPS UNITED PARCEL SVCS INC Industrials 194,017.0 $20.9M 0.03% +163K +518.1% $107.50 -5.0%
305 ASML ASML HLDG NV Technology 10,413.0 $20.7M 0.03% -2K -14.3% $1989.44 -9.9%
306 MMSI MERIT MED SYS INC Healthcare 296,465.0 $20.6M 0.03% +295K +10000.0% $69.34 +29.5%
307 CSW INDUSTRIALS INC 73,720.0 $20.5M 0.03% +73K +10000.0% $278.30
308 AME AMETEK INC Industrials 84,061.0 $20.3M 0.03% +77K +1075.8% $241.94 +3.5%
309 URI UNITED RENTALS INC Industrials 17,862.0 $20.2M 0.03% +14K +361.8% $1132.88 -0.9%
310 SHV ISHARES TR 183,040.0 $20.2M 0.03% +183K +10000.0% $110.35 -0.1%
311 VLO VALERO ENERGY CORP Energy 77,402.0 $20.2M 0.03% +64K +479.9% $260.44 +34.1%
312 KMI KINDER MORGAN INC DEL Energy 629,759.0 $20.1M 0.03% +525K +500.8% $31.97 +2.7%
313 MGK VANGUARD WORLD FD 228,910.0 $20.1M 0.03% +229K +10000.0% $87.91 +1.6%
314 CI THE CIGNA GROUP Healthcare 72,463.0 $20.0M 0.03% +48K +194.8% $275.68 +1.5%
315 WEC WEC ENERGY GROUP INC Utilities 170,945.0 $20.0M 0.03% +94K +121.7% $116.77 -5.2%
316 PSX PHILLIPS 66 Energy 117,652.0 $19.9M 0.03% +98K +491.0% $169.05 +43.3%
317 JEPI J P MORGAN EXCHANGE TRADED F 346,290.0 $19.6M 0.03% +324K +1469.6% $56.48 +2.5%
318 CAH CARDINAL HEALTH INC Healthcare 82,067.0 $19.5M 0.03% +68K +475.3% $237.56 -1.3%
319 TFC TRUIST FINL CORP Financial Services 387,526.0 $19.3M 0.03% +318K +461.1% $49.82 +5.6%
320 VTEB VANGUARD MUN BD FDS 380,104.0 $19.2M 0.03% +372K +4730.4% $50.58 -2.1%
Page 16 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%