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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 24 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CNC CENTENE CORP DEL Healthcare 168,616.0 $10.8M 0.02% +81K +93.3% $64.19 +1.6%
462 GSLC GOLDMAN SACHS ETF TR 75,986.0 $10.8M 0.02% +71K +1385.8% $141.89 +3.5%
463 AVLV AMERICAN CENTY ETF TR 117,717.0 $10.7M 0.02% +18K +18.4% $91.21 +3.4%
464 BNDX VANGUARD CHARLOTTE FDS 219,376.0 $10.6M 0.02% +182K +481.4% $48.43 -1.7%
465 TWLO TWILIO INC Communication Services 51,275.0 $10.6M 0.02% +37K +265.6% $206.33 +12.5%
466 AAOI APPLIED OPTOELECTRONICS INC Technology 70,932.0 $10.5M 0.02% NEW $148.16 -11.3%
467 WBD WARNER BROS DISCOVERY INC Communication Services 392,493.0 $10.5M 0.02% +295K +304.3% $26.66 +6.8%
468 ES EVERSOURCE ENERGY Utilities 143,329.0 $10.4M 0.02% +119K +498.3% $72.27 -0.1%
469 GGG GRACO INC Industrials 136,814.0 $10.3M 0.02% +135K +7781.0% $75.61 +7.1%
470 IGSB ISHARES TR 195,950.0 $10.3M 0.02% +47K +31.9% $52.41 -0.5%
471 SNA SNAP ON INC Industrials 25,454.0 $10.2M 0.02% +16K +168.8% $402.40 -1.7%
472 HUM HUMANA INC Healthcare 25,626.0 $10.2M 0.02% +15K +131.9% $397.21 -3.8%
473 CORPAY INC 30,375.0 $10.1M 0.02% +28K +966.5% $333.28
474 TPR TAPESTRY INC Consumer Cyclical 68,945.0 $10.1M 0.02% +52K +312.0% $146.38 -9.6%
475 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 113,839.0 $10.1M 0.02% +23K +25.0% $88.60 -32.2%
476 SSNC SS&C TECH HLDGS Technology 162,083.0 $10.1M 0.02% +162K +10000.0% $62.05 +29.8%
477 JKHY HENRY JACK & ASSOC INC Technology 72,725.0 $10.0M 0.02% +71K +3731.7% $137.74 +11.2%
478 JBT MAREL CORPORATION 68,868.0 $10.0M 0.02% +68K +10000.0% $145.00
479 DSI ISHARES TR 70,077.0 $10.0M 0.02% +61K +649.9% $142.39 +2.7%
480 CHRW C H ROBINSON WORLDWIDE IN Industrials 52,972.0 $10.0M 0.02% +39K +271.6% $188.34 -23.2%
Page 24 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%