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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 37 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ZION ZIONS BANCORPORATION NATL AS Financial Services 81,415.0 $5.6M 0.01% +73K +866.1% $69.19 -1.5%
722 CSL CARLISLE COS INC Industrials 15,474.0 $5.6M 0.01% +14K +1257.4% $362.74 +1.4%
723 HR HEALTHCARE RLTY TR Real Estate 278,040.0 $5.6M 0.01% +257K +1210.6% $20.17 -3.9%
724 TFX TELEFLEX INCORPORATED Healthcare 44,096.0 $5.6M 0.01% +42K +2038.5% $126.76 +9.5%
725 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 136,817.0 $5.6M 0.01% NEW $40.84 +10.5%
726 MXL MAXLINEAR INC Technology 43,633.0 $5.6M 0.01% +43K +8896.5% $128.03 -48.0%
727 AVTR AVANTOR INC Healthcare 564,132.0 $5.6M 0.01% +503K +826.5% $9.90 +46.1%
728 RDN RADIAN GROUP INC Financial Services 147,567.0 $5.6M 0.01% +147K +10000.0% $37.67 -2.9%
729 NYT NEW YORK TIMES CO MTN BE Communication Services 79,395.0 $5.6M 0.01% +69K +694.4% $69.98 -6.1%
730 EXPAND ENERGY CORPORATION 60,860.0 $5.5M 0.01% +51K +493.7% $91.19
731 KHC KRAFT HEINZ CO Consumer Defensive 233,339.0 $5.5M 0.01% +206K +760.4% $23.62 +8.3%
732 MLI MUELLER INDS INC Industrials 44,806.0 $5.5M 0.01% +41K +1185.7% $122.93 -48.6%
733 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 35,585.0 $5.4M 0.01% NEW $152.82 -7.1%
734 TIP ISHARES TR 49,667.0 $5.4M 0.01% +43K +700.2% $109.43 -2.1%
735 CANADIAN PACIFIC KANSAS CITY 62,455.0 $5.4M 0.01% +17K +37.2% $86.65
736 WSC WILLSCOT HLDGS CORP Industrials 187,358.0 $5.4M 0.01% +186K +10000.0% $28.86 -23.3%
737 LDRX RBB FD INC 152,951.0 $5.4M 0.01% NEW $35.31 +3.2%
738 CIBR FIRST TR EXCHANGE-TRADED FD 60,070.0 $5.4M 0.01% +59K +4910.0% $89.85 +5.6%
739 BWXT BWX TECHNOLOGIES INC Industrials 27,717.0 $5.4M 0.01% +27K +3595.6% $194.65 -19.5%
740 BURL BURLINGTON STORES INC Consumer Cyclical 17,014.0 $5.4M 0.01% +16K +2808.4% $316.82 +3.1%
Page 37 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%