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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 35 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ARES ARES MANAGEMENT CORPORATION Financial Services 55,486.0 $6.2M 0.01% +39K +229.4% $111.31 +26.2%
682 PNW PINNACLE WEST CAP CORP Utilities 57,470.0 $6.1M 0.01% +53K +1211.8% $107.00 -8.6%
683 DUPONT DE NEMOURS INC 45,293.0 $6.1M 0.01% NEW $135.64
684 DLTR DOLLAR TREE INC Consumer Defensive 50,627.0 $6.1M 0.01% +38K +305.3% $120.95 +7.8%
685 SWKS SKYWORKS SOLUTIONS INC Technology 90,251.0 $6.1M 0.01% +59K +185.9% $67.80 -1.9%
686 VOX VANGUARD WORLD FD 33,258.0 $6.1M 0.01% +20K +145.6% $183.95 +1.1%
687 VIS VANGUARD WORLD FD 16,947.0 $6.1M 0.01% +11K +187.7% $360.38 -3.9%
688 ALB ALBEMARLE CORP Basic Materials 45,225.0 $6.1M 0.01% +15K +51.2% $135.03 +5.4%
689 MELI MERCADOLIBRE INC Consumer Cyclical 3,597.0 $6.1M 0.01% +1K +65.1% $1697.33 +13.7%
690 OKTA OKTA INC Technology 44,571.0 $6.1M 0.01% +42K +1787.8% $136.45 -1.5%
691 AXSM AXSOME THERAPEUTICS INC. Healthcare 24,836.0 $6.1M 0.01% +22K +902.7% $244.76 -14.5%
692 FNF FIDELITY NATL FINL INC Financial Services 128,213.0 $6.0M 0.01% +125K +3573.7% $47.16 +0.3%
693 AIT APPLIED INDL TECHNOLOGIES IN Industrials 17,879.0 $6.0M 0.01% +16K +705.7% $338.15 +1.1%
694 VRSK VERISK ANALYTICS INC Industrials 33,620.0 $6.0M 0.01% +25K +307.1% $179.53 +4.3%
695 STLD STEEL DYNAMICS INC Basic Materials 26,283.0 $6.0M 0.01% +19K +267.0% $229.46 -1.2%
696 LINEAGE CELL THERAPEUTICS IN 4,600,000.0 $6.0M 0.01% NEW $1.31
697 KELYA KELLY SVCS INC Industrials 490,610.0 $6.0M 0.01% NEW $12.28 +37.6%
698 USSG DBX ETF TR 86,608.0 $6.0M 0.01% -7K -7.4% $69.46 +3.7%
699 VLTO VERALTO CORP Industrials 67,760.0 $6.0M 0.01% +30K +80.8% $88.68 +12.0%
700 BWA BORGWARNER INC Consumer Cyclical 89,911.0 $6.0M 0.01% +63K +232.8% $66.40 +1.9%
Page 35 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%