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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 34 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GIS GENERAL MILLS INC Consumer Defensive 184,435.0 $6.4M 0.01% +97K +111.8% $34.80 +14.5%
662 SAIC SCIENCE APPLICATIONS INTL CO Technology 57,885.0 $6.4M 0.01% +57K +10000.0% $110.41 +16.1%
663 DOW DOW HLDGS INC Basic Materials 232,419.0 $6.4M 0.01% +158K +213.3% $27.36 +21.5%
664 IXUS ISHARES TR 66,348.0 $6.3M 0.01% +66K +10000.0% $95.44 +2.8%
665 AR ANTERO RESOURCES CORP Energy 179,319.0 $6.3M 0.01% +176K +5960.1% $35.14 +7.8%
666 OTIS OTIS WORLDWIDE CORP Industrials 87,963.0 $6.3M 0.01% +77K +730.5% $71.60 +0.5%
667 SCHF SCHWAB STRATEGIC TR 226,866.0 $6.3M 0.01% +147K +183.7% $27.70 +2.8%
668 LNT ALLIANT ENERGY CORP Utilities 82,354.0 $6.3M 0.01% +41K +99.0% $76.29 -10.2%
669 SITM SITIME CORP Technology 8,427.0 $6.3M 0.01% +8K +5301.9% $745.51 -18.1%
670 HAL HALLIBURTON CO Energy 184,909.0 $6.3M 0.01% +134K +260.7% $33.95 +4.1%
671 EQIX EQUINIX INC Real Estate 6,022.0 $6.3M 0.01% -3K -34.4% $1042.39 +2.5%
672 TT TRANE TECHNOLOGIES PLC Industrials 12,753.0 $6.3M 0.01% +2K +21.3% $491.16 -7.5%
673 SPACE EXPLORATION TECHN CORP 36,560.0 $6.2M 0.01% NEW $170.86
674 POR PORTLAND GEN ELEC CO Utilities 120,460.0 $6.2M 0.01% +120K +10000.0% $51.83 -3.8%
675 XPO XPO INC Industrials 30,385.0 $6.2M 0.01% +29K +2685.1% $205.29 -4.2%
676 KRMN KARMAN HLDGS INC Industrials 124,548.0 $6.2M 0.01% +124K +10000.0% $49.92 +6.7%
677 MTH MERITAGE HOMES CORP Consumer Cyclical 74,061.0 $6.2M 0.01% +24K +49.3% $83.85 -14.6%
678 R RYDER SYS INC Industrials 23,487.0 $6.2M 0.01% +14K +143.6% $263.77 -5.8%
679 SHEL SHELL PLC Energy 79,858.0 $6.2M 0.01% -2K -2.6% $77.54 +20.4%
680 RKLB ROCKET LAB CORP Industrials 60,850.0 $6.2M 0.01% +59K +4328.7% $101.65 -27.3%
Page 34 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%