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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 25 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BNDX VANGUARD CHARLOTTE FDS 37,732.0 $1.8M 0.01% -2K -5.2% $48.32 -1.2%
482 HOLOGIC INC 24,250.0 $1.8M 0.01% -2K -6.5% $74.49
483 GPC GENUINE PARTS CO Consumer Cyclical 14,661.0 $1.8M 0.01% +666.0 +4.8% $122.96 -25.7%
484 FE FIRSTENERGY CORP Utilities 40,086.0 $1.8M 0.01% +961.0 +2.5% $44.77 +1.2%
485 ED CONSOLIDATED EDISON INC Utilities 18,047.0 $1.8M 0.01% -347.0 -1.9% $99.32 +9.1%
486 MOOG INC 7,355.0 $1.8M 0.01% -3K -29.2% $243.55
487 CTRA COTERRA ENERGY INC Energy 67,900.0 $1.8M 0.01% -7K -9.9% $26.32 +23.7%
488 MSCI MSCI INC Financial Services 3,106.0 $1.8M 0.01% +115.0 +3.8% $573.73 -0.4%
489 IAU ISHARES GOLD TR Financial Services 21,879.0 $1.8M 0.01% +12K +126.6% $81.17 +4.1%
490 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,396.0 $1.8M 0.01% +737.0 +15.8% $328.60 -23.5%
491 VIS VANGUARD WORLD FD 5,890.0 $1.8M 0.01% +201.0 +3.5% $298.38 +10.1%
492 CFG CITIZENS FINL GROUP INC Financial Services 30,035.0 $1.8M 0.01% -232.0 -0.8% $58.41 +5.3%
493 SF STIFEL FINL CORP Financial Services 13,951.0 $1.7M 0.01% -5K -25.7% $125.22 -41.8%
494 HBAN HUNTINGTON BANCSHARES INC Financial Services 100,562.0 $1.7M 0.01% -2K -1.6% $17.35 -10.6%
495 CCL CARNIVAL CORP Consumer Cyclical 57,090.0 $1.7M 0.01% -745.0 -1.3% $30.54 -22.6%
496 SCHX SCHWAB STRATEGIC TR 64,666.0 $1.7M 0.01% +44K +218.7% $26.91 +7.2%
497 ALC ALCON AG Healthcare 22,048.0 $1.7M 0.01% +543.0 +2.5% $78.81 -16.0%
498 DOW DOW INC Basic Materials 74,180.0 $1.7M 0.01% +22K +41.6% $23.38 +60.6%
499 KEY KEYCORP Financial Services 84,017.0 $1.7M 0.01% $20.64 +1.5%
500 BAP CREDICORP LTD Financial Services 6,032.0 $1.7M 0.01% -159.0 -2.6% $287.00 +12.0%
Page 25 of 132  ·  2,633 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%