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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 17 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IJS ISHARES TR 140,180.0 $19.2M 0.03% +86K +159.1% $136.68 +1.4%
322 SPDW SPDR INDEX SHS FDS 378,844.0 $19.1M 0.03% +336K +783.3% $50.39 +1.9%
323 AMT AMERICAN TOWER CORP Real Estate 116,203.0 $19.0M 0.03% +25K +27.1% $163.57 +5.8%
324 ESE ESCO TECHNOLOGIES INC Technology 54,167.0 $19.0M 0.03% +53K +7180.5% $350.04 -12.8%
325 ALL ALLSTATE CORP Financial Services 79,419.0 $18.9M 0.03% +65K +461.3% $237.94 +10.3%
326 FAST FASTENAL CO Industrials 393,201.0 $18.9M 0.03% +300K +321.4% $48.03 +7.1%
327 FORTINET INC 122,839.0 $18.9M 0.03% +102K +479.8% $153.62
328 INTU INTUIT Technology 71,870.0 $18.8M 0.03% +22K +44.2% $261.00 +35.2%
329 SPMD SPDR SERIES TRUST 277,214.0 $18.7M 0.03% +47K +20.2% $67.56 +0.4%
330 CENCORA INC 65,725.0 $18.6M 0.03% +45K +218.9% $282.98
331 RSG REPUBLIC SVCS INC Industrials 85,929.0 $18.3M 0.03% +59K +221.9% $213.08 +2.5%
332 PCAR PACCAR INC Industrials 152,361.0 $18.3M 0.03% +116K +314.1% $120.12 +7.1%
333 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 537,912.0 $18.3M 0.03% +137K +34.1% $34.00 -2.0%
334 REGN REGENERON PHARMACEUTICALS Healthcare 29,244.0 $18.2M 0.03% +14K +89.6% $623.53 +30.8%
335 CEG CONSTELLATION ENERGY CORP Utilities 71,736.0 $17.8M 0.03% +58K +425.1% $248.37 +6.9%
336 LITE LUMENTUM HLDGS INC Technology 20,591.0 $17.7M 0.03% +20K +2567.2% $858.03 +1.6%
337 VFH VANGUARD WORLD FD 133,814.0 $17.6M 0.03% +43K +46.7% $131.60 +7.8%
338 VCIT VANGUARD SCOTTSDALE FDS 209,423.0 $17.3M 0.03% +207K +8673.5% $82.65 -1.9%
339 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 52,234.0 $17.3M 0.03% +40K +316.7% $330.46 -0.7%
340 GM GENERAL MTRS CO Consumer Cyclical 222,775.0 $17.2M 0.03% +165K +286.9% $77.08 +9.8%
Page 17 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%