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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 38 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IYY ISHARES TR 29,510.0 $5.4M 0.01% +29K +8143.0% $182.28 +2.4%
742 EXPD EXPEDITORS INTL WASH INC Industrials 32,911.0 $5.4M 0.01% +26K +369.4% $162.98 +15.2%
743 IWY ISHARES TR 18,440.0 $5.4M 0.01% +13K +246.0% $290.62 -1.7%
744 PCG PG&E CORP Utilities 318,451.0 $5.4M 0.01% +280K +737.4% $16.82 +4.6%
745 VOYA VOYA FINANCIAL INC Financial Services 59,090.0 $5.3M 0.01% +58K +4578.5% $90.53 +8.0%
746 AOS SMITH A O CORP Industrials 85,060.0 $5.3M 0.01% +62K +267.5% $62.72 +0.6%
747 LUNR INTUITIVE MACHINES INC Industrials 249,357.0 $5.3M 0.01% NEW $21.39 -14.4%
748 FISV FISERV INC Technology 108,554.0 $5.3M 0.01% +42K +63.4% $49.05 +7.2%
749 AWI ARMSTRONG WORLD INDS INC NEW Industrials 33,026.0 $5.3M 0.01% +32K +3455.0% $160.42 +11.3%
750 DG DOLLAR GEN CORP Consumer Defensive 45,829.0 $5.3M 0.01% +33K +260.8% $115.11 +7.2%
751 NDSN NORDSON CORP Industrials 17,476.0 $5.3M 0.01% +15K +644.3% $301.68 +10.1%
752 IP INTERNATIONAL PAPER CO Consumer Cyclical 138,089.0 $5.3M 0.01% +119K +613.5% $38.10 +8.9%
753 LNG CHENIERE ENERGY INC Energy 21,931.0 $5.2M 0.01% +11K +108.6% $239.00 +16.1%
754 LFUS LITTELFUSE INC Technology 11,497.0 $5.2M 0.01% +11K +3049.9% $455.34 -9.5%
755 VIAV VIAVI SOLUTIONS INC Technology 109,577.0 $5.2M 0.01% +109K +10000.0% $47.75 -18.5%
756 UFPI UFP INDUSTRIES INC Basic Materials 57,640.0 $5.2M 0.01% +54K +1395.2% $90.74 -2.1%
757 NCNO NCINO INC Technology 319,578.0 $5.2M 0.01% +319K +10000.0% $16.35 +26.1%
758 IBB ISHARES TR 27,456.0 $5.2M 0.01% +14K +107.1% $190.18 +12.3%
759 NPO ENPRO INC Industrials 13,806.0 $5.2M 0.01% +14K +8422.2% $376.94 -17.1%
760 CFR CULLEN FROST BANKERS INC Financial Services 33,662.0 $5.2M 0.01% +19K +127.2% $154.52 +6.3%
Page 38 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%