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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 4 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 558,463.0 $206.7M 0.34% +271K +94.2% $370.04 +3.3%
62 NEE NEXTERA ENERGY INC Utilities 2,322,623.0 $203.9M 0.33% +722K +45.1% $87.77 -1.8%
63 MRVL MARVELL TECHNOLOGY INC Technology 677,300.0 $201.8M 0.33% -54K -7.4% $297.89 -21.3%
64 MCD MCDONALDS CORP Consumer Cyclical 745,821.0 $201.6M 0.33% +196K +35.7% $270.31 -1.8%
65 PNC PNC FINL SVCS GROUP INC Financial Services 814,543.0 $200.6M 0.33% +119K +17.1% $246.22 +3.4%
66 VB VANGUARD INDEX FDS 659,527.0 $199.9M 0.32% +350K +113.2% $303.12 +1.6%
67 ETN EATON CORP PLC Industrials 468,862.0 $199.8M 0.32% -19K -3.9% $426.12 +6.9%
68 VO VANGUARD INDEX FDS 2,448,570.0 $197.3M 0.32% +2.0M +478.7% $80.57 +4.3%
69 IVW ISHARES TR 1,429,702.0 $196.6M 0.32% +782K +120.8% $137.53 +2.9%
70 ORCL ORACLE CORP Technology 1,340,565.0 $196.5M 0.32% +87K +6.9% $146.55 +0.1%
71 TJX TJX COS INC NEW Consumer Cyclical 1,291,794.0 $195.7M 0.32% +395K +44.1% $151.50 -0.4%
72 ANET ARISTA NETWORKS INC Technology 1,137,575.0 $193.3M 0.31% +290K +34.3% $169.88 +18.8%
73 MRK MERCK & CO INC Healthcare 1,500,619.0 $192.8M 0.31% +912K +154.8% $128.50 +5.8%
74 INTC INTEL CORP Technology 1,299,694.0 $181.5M 0.29% +780K +150.0% $139.63 -25.9%
75 PH PARKER-HANNIFIN CORP Industrials 183,013.0 $179.0M 0.29% +32K +21.1% $978.12 +7.7%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 969,073.0 $175.3M 0.28% +398K +69.6% $180.91 +2.0%
77 VWO VANGUARD INTL EQUITY INDEX F 2,934,142.0 $175.1M 0.28% +1.2M +67.3% $59.69 +1.2%
78 GLW CORNING INC Technology 661,164.0 $168.9M 0.27% +576K +677.5% $255.43 -32.2%
79 DE DEERE & CO Industrials 262,117.0 $166.3M 0.27% +34K +14.8% $634.33 -5.4%
80 VONG VANGUARD SCOTTSDALE FDS 1,242,770.0 $158.8M 0.26% +653K +110.8% $127.81 +0.7%
Page 4 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%