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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 28 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DBX DROPBOX INC Technology 305,514.0 $8.4M 0.01% +303K +10000.0% $27.47 +23.8%
542 TEL TE CONNECTIVITY PLC Technology 41,469.0 $8.4M 0.01% -2K -4.2% $201.61 -0.5%
543 RJF RAYMOND JAMES FINL INC Financial Services 54,846.0 $8.3M 0.01% +28K +106.4% $152.03 +13.4%
544 CRS CARPENTER TECHNOLOGY CORP Industrials 13,484.0 $8.3M 0.01% +13K +2674.5% $616.85 -20.7%
545 TECH BIO-TECHNE CORP Healthcare 117,371.0 $8.3M 0.01% +104K +746.6% $70.65 +2.3%
546 YOU CLEAR SECURE INC Technology 148,011.0 $8.2M 0.01% +147K +9880.5% $55.73 -23.0%
547 MTUM ISHARES TR 24,060.0 $8.2M 0.01% +23K +2408.9% $342.82 -11.0%
548 VCEL VERICEL CORP Healthcare 185,051.0 $8.2M 0.01% +184K +10000.0% $44.49 -5.3%
549 A AGILENT TECHNOLOGIES INC Healthcare 61,882.0 $8.2M 0.01% +39K +176.2% $132.83 +17.7%
550 UAL UNITED AIRLS HLDGS INC Industrials 60,430.0 $8.2M 0.01% +46K +331.8% $135.99 -17.9%
551 XYL XYLEM INC Industrials 69,516.0 $8.2M 0.01% +30K +74.8% $118.21 -4.0%
552 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 103,647.0 $8.2M 0.01% +96K +1283.2% $79.22 +5.3%
553 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 105,025.0 $8.2M 0.01% +104K +10000.0% $77.87 -10.9%
554 TKR TIMKEN CO Industrials 56,181.0 $8.2M 0.01% +48K +601.6% $145.32 -14.3%
555 CATH GLOBAL X FDS 91,725.0 $8.1M 0.01% +32K +53.5% $88.50 +2.5%
556 PODD INSULET CORP Healthcare 53,206.0 $8.1M 0.01% +45K +519.8% $152.25 -3.5%
557 ZTS ZOETIS INC Healthcare 112,370.0 $8.1M 0.01% +39K +53.2% $71.86 +4.5%
558 KR KROGER CO Consumer Defensive 145,368.0 $8.1M 0.01% +78K +116.8% $55.53 +1.4%
559 PZA INVESCO EXCH TRADED FD TR II 342,485.0 $8.1M 0.01% NEW $23.52 -2.8%
560 SON SONOCO PRODS CO Consumer Cyclical 142,678.0 $8.0M 0.01% +124K +682.3% $56.35 +3.5%
Page 28 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%