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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 22 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIS FIDELITY NATL INFORMATION SV Technology 38,307.0 $2.5M 0.01% NEW $65.94 -35.6%
422 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 33,128.0 $2.5M 0.01% NEW $75.10 -18.3%
423 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 36,948.0 $2.5M 0.01% NEW $67.07 -26.5%
424 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 25,103.0 $2.5M 0.01% NEW $98.63 +23.8%
425 AKAM AKAMAI TECHNOLOGIES INC Technology 32,619.0 $2.5M 0.01% NEW $75.76 +85.4%
426 JAAA JANUS DETROIT STR TR 48,436.0 $2.5M 0.01% NEW $50.78 -0.2%
427 RKT ROCKET COS INC Financial Services 126,256.0 $2.4M 0.01% NEW $19.38 -34.7%
428 VOX VANGUARD WORLD FD 13,024.0 $2.4M 0.01% NEW $187.73 +3.5%
429 VEEV VEEVA SYS INC Healthcare 8,118.0 $2.4M 0.01% NEW $297.91 -47.0%
430 PPG PPG INDS INC Basic Materials 22,864.0 $2.4M 0.01% NEW $105.11 -3.5%
431 VRSK VERISK ANALYTICS INC Industrials 9,540.0 $2.4M 0.01% NEW $251.51 -32.8%
432 R RYDER SYS INC Industrials 12,695.0 $2.4M 0.01% NEW $188.64 +22.5%
433 NRG NRG ENERGY INC Utilities 14,758.0 $2.4M 0.01% NEW $161.95 -20.6%
434 EFX EQUIFAX INC Industrials 9,315.0 $2.4M 0.01% NEW $256.53 -38.0%
435 HOOD ROBINHOOD MKTS INC Financial Services 16,678.0 $2.4M 0.01% NEW $143.18 -48.2%
436 ARW ARROW ELECTRS INC Technology 19,634.0 $2.4M 0.01% NEW $121.00 +73.7%
437 AXON AXON ENTERPRISE INC Industrials 3,284.0 $2.4M 0.01% NEW $717.64 -45.8%
438 LNG CHENIERE ENERGY INC Energy 9,952.0 $2.3M 0.01% NEW $234.98 +6.3%
439 CF CF INDS HLDGS INC Basic Materials 26,025.0 $2.3M 0.01% NEW $89.70 +41.8%
440 ALB ALBEMARLE CORP Basic Materials 28,760.0 $2.3M 0.01% NEW $81.08 +107.8%
Page 22 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%