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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 25 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BKR BAKER HUGHES COMPANY Energy 178,955.0 $9.9M 0.02% +136K +318.7% $55.50 +16.2%
482 MTB M & T BK CORP Financial Services 41,727.0 $9.9M 0.02% +32K +309.7% $238.01 +2.7%
483 LSCC LATTICE SEMICONDUCTOR CORP Technology 64,493.0 $9.9M 0.02% +63K +5047.1% $152.96 -23.1%
484 RDVY FIRST TR EXCHANGE TRADED FD 121,400.0 $9.8M 0.02% +119K +5626.4% $81.06 +1.4%
485 RRX REGAL REXNORD CORPORATION Industrials 41,311.0 $9.8M 0.02% +41K +5677.8% $238.19 -28.8%
486 GLDM WORLD GOLD TR Financial Services 123,404.0 $9.8M 0.02% NEW $79.42 +12.4%
487 VGSH VANGUARD SCOTTSDALE FDS 168,385.0 $9.8M 0.02% +168K +10000.0% $58.20 -0.1%
488 HLIO HELIOS TECHNOLOGIES INC Industrials 109,729.0 $9.8M 0.02% +109K +10000.0% $89.25 -14.6%
489 DGRW WISDOMTREE TR 101,121.0 $9.7M 0.02% +94K +1407.0% $95.62 +4.0%
490 NUE NUCOR CORP Basic Materials 43,368.0 $9.7M 0.02% +33K +310.8% $222.75 +11.7%
491 WCC WESCO INTL INC Industrials 27,941.0 $9.7M 0.02% +26K +1172.4% $345.43 -0.5%
492 ON ON SEMICONDUCTOR CORP Technology 102,066.0 $9.6M 0.02% +41K +67.3% $94.54 -19.0%
493 Q QNITY ELECTRONICS INC Technology 58,906.0 $9.6M 0.02% +43K +281.6% $163.31 -22.8%
494 HBAN HUNTINGTON BANCSHARES INC Financial Services 540,222.0 $9.6M 0.02% +440K +437.2% $17.73 -3.2%
495 MTZ MASTEC INC Industrials 22,953.0 $9.5M 0.01% +22K +3074.7% $416.05 -34.6%
496 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 117,562.0 $9.5M 0.01% +91K +342.3% $81.16 -7.2%
497 GWRE GUIDEWIRE SOFTWARE INC Technology 77,498.0 $9.5M 0.01% +77K +9420.6% $123.05 +47.2%
498 KKR KKR & CO INC Financial Services 103,304.0 $9.5M 0.01% +78K +310.5% $91.78 +20.4%
499 EXPE EXPEDIA GROUP INC Consumer Cyclical 36,819.0 $9.4M 0.01% +30K +457.2% $255.88 +27.5%
500 TYL TYLER TECHNOLOGIES INC Technology 32,096.0 $9.4M 0.01% +31K +2342.6% $292.46 +18.6%
Page 25 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%