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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 26 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JEPQ J P MORGAN EXCHANGE TRADED F 152,716.0 $9.4M 0.01% +149K +4126.9% $61.46 -2.6%
502 KAI KADANT INC Industrials 29,726.0 $9.3M 0.01% +29K +10000.0% $314.23 +0.0%
503 EFAV ISHARES TR 106,332.0 $9.3M 0.01% +104K +5216.6% $87.71 +7.2%
504 CHD CHURCH & DWIGHT CO INC Consumer Defensive 95,681.0 $9.3M 0.01% +82K +594.4% $96.88 +2.2%
505 THC TENET HEALTHCARE CORP Healthcare 49,542.0 $9.3M 0.01% +48K +4331.3% $187.08 +43.5%
506 USHY ISHARES TR 249,155.0 $9.2M 0.01% +249K +10000.0% $37.02 -0.4%
507 FORM FORMFACTOR INC Technology 57,272.0 $9.2M 0.01% +34K +145.2% $159.93 -28.1%
508 LMBS FIRST TR EXCHANGE-TRADED FD 183,745.0 $9.1M 0.01% NEW $49.78 -0.1%
509 AON AON PLC Financial Services 27,411.0 $9.1M 0.01% +3K +12.7% $331.69 +5.0%
510 PRF INVESCO EXCHANGE TRADED FD T 167,883.0 $9.1M 0.01% +161K +2476.9% $54.03 +4.3%
511 POOL POOL CORP Industrials 42,183.0 $9.1M 0.01% +41K +4035.6% $214.90 -8.8%
512 VDE VANGUARD WORLD FD 60,380.0 $9.1M 0.01% +24K +67.3% $150.13 +19.3%
513 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 84,077.0 $9.1M 0.01% +75K +820.9% $107.78 +3.6%
514 LBRT LIBERTY ENERGY INC Energy 345,019.0 $9.0M 0.01% +344K +10000.0% $26.19 -23.1%
515 MAS MASCO CORP Industrials 110,922.0 $9.0M 0.01% +70K +173.2% $81.37 -7.5%
516 FLS FLOWSERVE CORP Industrials 121,497.0 $9.0M 0.01% +120K +7763.9% $74.16 +5.0%
517 FIX COMFORT SYS USA INC Industrials 4,535.0 $9.0M 0.01% +3K +171.7% $1981.88 -14.4%
518 EVRG EVERGY INC Utilities 103,529.0 $8.9M 0.01% +60K +140.2% $86.43 -3.3%
519 AXON AXON ENTERPRISE INC Industrials 15,856.0 $8.9M 0.01% +13K +387.0% $560.61 +15.2%
520 MKSI MKS INC. Technology 19,903.0 $8.9M 0.01% +19K +3110.2% $444.79 -36.7%
Page 26 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%