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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 183 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 SDCI USCF ETF TR 550.0 $15K NEW $26.44 +13.4%
3642 BBP ETFIS SER TR I 151.0 $15K NEW $96.27 +14.2%
3643 BKV BKV CORP Energy 528.0 $14K NEW $27.36 -3.6%
3644 GSEW GOLDMAN SACHS ETF TR 153.0 $14K NEW $94.42 +4.4%
3645 REPX RILEY EXPLORATION PERMIAN IN Energy 438.0 $14K NEW $32.96 +13.5%
3646 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 596.0 $14K NEW $24.20 -34.8%
3647 TFPN TIDAL TRUST II 456.0 $14K NEW $31.51 -5.2%
3648 BETA BETA TECHNOLOGIES INC Industrials 855.0 $14K NEW $16.74 +57.7%
3649 BCD ABRDN ETFS 419.0 $14K NEW $34.15 +10.7%
3650 NETL ETF SER SOLUTIONS 535.0 $14K NEW $26.70 -0.5%
3651 AVNM AMERICAN CENTY ETF TR 173.0 $14K NEW $82.38 +3.0%
3652 QUAD QUAD / GRAPHICS INC Industrials 1,690.0 $14K NEW $8.43 +20.1%
3653 DGRS WISDOMTREE TR 239.0 $14K +190.0 +387.8% $59.35 +1.6%
3654 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 835.0 $14K +179.0 +27.3% $16.95 -14.7%
3655 TBLL INVESCO EXCH TRADED FD TR II 134.0 $14K NEW $105.57 +0.2%
3656 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 4,200.0 $14K $3.34 -12.6%
3657 MBUU MALIBU BOATS INC Consumer Cyclical 508.0 $14K +501.0 +7157.1% $27.42 +8.1%
3658 MSB MESABI TR Financial Services 550.0 $14K NEW $25.30 -5.4%
3659 CEVA CEVA INC Technology 294.0 $14K -56.0 -16.0% $47.22 -36.7%
3660 SSP SCRIPPS E W CO OHIO Communication Services 5,000.0 $14K NEW $2.77 +24.9%
Page 183 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%