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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 30 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CACI CACI INTL INC Technology 16,447.0 $7.6M 0.01% +14K +663.6% $463.25 +39.5%
582 EFG ISHARES TR 60,983.0 $7.6M 0.01% +58K +2021.9% $124.42 +0.3%
583 ATI ATI INC Industrials 38,427.0 $7.6M 0.01% +37K +2733.8% $197.10 +6.2%
584 KYMR KYMERA THERAPEUTICS INC Healthcare 65,659.0 $7.5M 0.01% NEW $114.67 +6.0%
585 TSN TYSON FOODS INC Consumer Defensive 131,187.0 $7.5M 0.01% +123K +1556.6% $57.25 +2.0%
586 SOXX ISHARES TR 11,700.0 $7.5M 0.01% NEW $640.75 -18.5%
587 USFD US FOODS HLDG CORP Consumer Defensive 73,256.0 $7.5M 0.01% +70K +2473.1% $102.25 +6.1%
588 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 85,873.0 $7.5M 0.01% +84K +5066.9% $87.22 +4.7%
589 HALO HALOZYME THERAPEUTICS INC Healthcare 95,681.0 $7.5M 0.01% +94K +5948.1% $78.27 +35.6%
590 FIRST TR EXCH TRADED FD III 101,404.0 $7.5M 0.01% NEW $73.80
591 RS RELIANCE INC Basic Materials 20,017.0 $7.5M 0.01% +19K +2835.0% $373.60 +1.8%
592 XLP SELECT SECTOR SPDR TR 89,974.0 $7.5M 0.01% +49K +120.3% $83.07 +2.7%
593 EMXC ISHARES INC 72,445.0 $7.4M 0.01% +72K +8534.7% $102.30 -5.2%
594 ODFL OLD DOMINION FREIGHT LINE IN Industrials 34,159.0 $7.4M 0.01% +27K +408.9% $216.60 -5.6%
595 SLDE SLIDE INS HLDGS INC Financial Services 381,652.0 $7.4M 0.01% $19.37 +16.3%
596 AWK AMERICAN WTR WKS CO INC NEW Utilities 55,888.0 $7.4M 0.01% +27K +91.5% $131.58 +4.3%
597 CGNX COGNEX CORP Technology 101,519.0 $7.4M 0.01% +98K +2941.3% $72.42 -17.5%
598 FBND FIDELITY MERRIMACK STR TR 161,461.0 $7.3M 0.01% +160K +9403.3% $45.49 -1.2%
599 SMH VANECK ETF TRUST 11,173.0 $7.3M 0.01% +11K +3119.9% $655.90 -14.2%
600 MOOG INC 17,289.0 $7.3M 0.01% +10K +135.1% $423.85
Page 30 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%