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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 29 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GDX VANECK ETF TRUST 106,476.0 $8.0M 0.01% +106K +10000.0% $75.45 +32.3%
562 SAIA SAIA INC Industrials 19,070.0 $8.0M 0.01% +18K +1358.0% $421.15 -14.6%
563 SMIG ETF SER SOLUTIONS 243,529.0 $8.0M 0.01% +57K +30.6% $32.81 +0.2%
564 MGV VANGUARD WORLD FD 48,597.0 $7.9M 0.01% NEW $163.45 +2.3%
565 MKC MCCORMICK & CO INC Consumer Defensive 156,942.0 $7.9M 0.01% +40K +34.5% $50.42 +9.5%
566 USIG ISHARES TR 154,178.0 $7.9M 0.01% +145K +1592.6% $51.29 -2.0%
567 DT DYNATRACE INC Technology 179,510.0 $7.9M 0.01% +163K +1020.5% $43.91 +12.0%
568 KEX KIRBY CORP Industrials 57,815.0 $7.9M 0.01% +57K +7723.4% $135.97 +2.4%
569 VMI VALMONT INDS INC Industrials 13,597.0 $7.9M 0.01% +10K +242.9% $577.60 -16.6%
570 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 24,721.0 $7.8M 0.01% +4K +17.7% $317.53 -9.4%
571 AEE AMEREN CORP Utilities 69,322.0 $7.8M 0.01% +64K +1092.9% $113.04 -3.8%
572 ROP ROPER TECHNOLOGIES INC Industrials 23,074.0 $7.8M 0.01% +11K +95.1% $338.38 +21.3%
573 GH GUARDANT HEALTH INC Healthcare 51,904.0 $7.8M 0.01% +48K +1164.4% $150.03 +11.9%
574 EWBC EAST WEST BANCORP INC Financial Services 60,185.0 $7.8M 0.01% +38K +173.3% $129.09 +0.6%
575 VMC VULCAN MATLS CO Basic Materials 26,169.0 $7.7M 0.01% +22K +506.3% $295.00 -8.2%
576 NTRS NORTHERN TR CORP Financial Services 44,342.0 $7.7M 0.01% +33K +287.9% $173.84 +5.0%
577 RF REGIONS FINANCIAL CORP NEW Financial Services 254,375.0 $7.7M 0.01% +195K +332.0% $30.20 +0.1%
578 CBOE CBOE GLOBAL MKTS INC Financial Services 31,605.0 $7.7M 0.01% +28K +843.7% $242.67 +21.2%
579 VSAT VIASAT INC Technology 85,144.0 $7.6M 0.01% +84K +9124.7% $89.81 -17.6%
580 GTX GARRETT MOTION INC Consumer Cyclical 210,313.0 $7.6M 0.01% +210K +10000.0% $36.23 -27.1%
Page 29 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%