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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 30 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DGRO ISHARES TR 16,986.0 $1.2M 0.00% +5K +46.7% $69.42 +6.8%
582 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 55,998.0 $1.2M 0.00% -3K -4.9% $21.05 -17.1%
583 EL LAUDER ESTEE COS INC Consumer Defensive 11,242.0 $1.2M 0.00% +604.0 +5.7% $104.72 -24.6%
584 LNC LINCOLN NATL CORP IND Financial Services 26,359.0 $1.2M 0.00% +989.0 +3.9% $44.53 -19.2%
585 EQT EQT CORP Energy 21,700.0 $1.2M 0.00% -3K -10.4% $53.60 +7.7%
586 MDU MDU RES GROUP INC Industrials 59,226.0 $1.2M 0.00% +58K +4498.3% $19.52 +11.8%
587 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,779.0 $1.2M 0.00% -1K -9.4% $83.85 +14.1%
588 CACI CACI INTL INC Technology 2,154.0 $1.1M 0.00% +2K +836.5% $532.81 -8.0%
589 EXPAND ENERGY CORPORATION 10,251.0 $1.1M 0.00% +3K +44.8% $110.36
590 EIX EDISON INTL Utilities 18,765.0 $1.1M 0.00% +4K +28.8% $60.02 +17.2%
591 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 26,002.0 $1.1M 0.00% +751.0 +3.0% $43.30 +61.8%
592 ATO ATMOS ENERGY CORP Utilities 6,579.0 $1.1M 0.00% -821.0 -11.1% $167.63 +5.9%
593 INCY INCYTE CORP Healthcare 11,129.0 $1.1M 0.00% +60.0 +0.5% $98.77 -1.4%
594 CDW CDW CORP Technology 8,062.0 $1.1M 0.00% -18K -68.6% $136.20 -21.5%
595 PPL PPL CORP Utilities 31,241.0 $1.1M 0.00% -1K -3.2% $35.02 +1.2%
596 SNY SANOFI SA Healthcare 22,484.0 $1.1M 0.00% -296.0 -1.3% $48.46 -7.8%
597 VRT VERTIV HOLDINGS CO Industrials 6,716.0 $1.1M 0.00% +6K +528.8% $162.01 +94.8%
598 FDS FACTSET RESHSYS INC Financial Services 3,721.0 $1.1M 0.00% +2K +101.9% $290.19 -22.5%
599 LEN LENNAR CORP Consumer Cyclical 10,483.0 $1.1M 0.00% -171.0 -1.6% $102.80 -13.6%
600 AER AERCAP HOLDINGS NV Industrials 7,425.0 $1.1M 0.00% +333.0 +4.7% $143.76 -2.9%
Page 30 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%