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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 40 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 GATX GATX CORP Industrials 28,196.0 $5.0M 0.01% +12K +69.0% $177.19 -0.1%
782 AIR AAR CORP Industrials 34,867.0 $5.0M 0.01% +35K +10000.0% $142.93 -5.7%
783 EMN EASTMAN CHEM CO Basic Materials 74,223.0 $5.0M 0.01% +50K +207.8% $66.98 +10.6%
784 HEI HEICO CORP NEW Industrials 13,955.0 $5.0M 0.01% +14K +10000.0% $356.19 -0.3%
785 WTS WATTS WATER TECHNOLOGIES INC Industrials 12,692.0 $5.0M 0.01% +12K +5059.4% $391.45 -4.1%
786 SF STIFEL FINL CORP Financial Services 71,063.0 $5.0M 0.01% +57K +409.4% $69.77 +16.0%
787 ITT ITT INC Industrials 25,057.0 $5.0M 0.01% +23K +1032.3% $197.76 +5.2%
788 J JACOBS SOLUTIONS INC Industrials 39,321.0 $5.0M 0.01% +34K +661.0% $126.00 +19.1%
789 SJM SMUCKER J M CO Consumer Defensive 43,974.0 $4.9M 0.01% +33K +314.3% $112.50 +10.5%
790 THE BALDWIN INSURANCE GRP IN 185,553.0 $4.9M 0.01% NEW $26.58
791 TTC TORO CO Industrials 50,406.0 $4.9M 0.01% +50K +6684.1% $97.42 +2.1%
792 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,841.0 $4.9M 0.01% +3K +338.5% $1277.47 +9.2%
793 APA APA CORPORATION Energy 150,085.0 $4.9M 0.01% +94K +169.4% $32.57 +33.2%
794 INSM INSMED INC Healthcare 45,844.0 $4.9M 0.01% +45K +10000.0% $106.62 +18.0%
795 BEN FRANKLIN RESOURCES INC Financial Services 146,632.0 $4.9M 0.01% +138K +1636.5% $33.27 +3.1%
796 VLYPN VALLEY NATL BANCORP 332,614.0 $4.9M 0.01% +329K +9552.2% $14.65
797 TRVI TREVI THERAPEUTICS INC Healthcare 260,644.0 $4.9M 0.01% NEW $18.65 -3.7%
798 GEN GEN DIGITAL INC Technology 195,103.0 $4.9M 0.01% +183K +1511.1% $24.89 +16.2%
799 PLUS EPLUS INC Technology 58,305.0 $4.9M 0.01% +58K +10000.0% $83.23 +4.3%
800 BOND PIMCO ETF TR 52,522.0 $4.8M 0.01% NEW $92.21 -1.9%
Page 40 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%