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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 50 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HIW HIGHWOODS PPTYS INC Real Estate 7,801.0 $201K 0.00% -901.0 -10.3% $25.82 -1.0%
982 DK DELEK US HLDGS INC NEW Energy 6,775.0 $201K 0.00% $29.66 +41.9%
983 VFC V F CORP Consumer Cyclical 11,066.0 $200K 0.00% -125.0 -1.1% $18.08 -10.3%
984 VCIT VANGUARD SCOTTSDALE FDS 2,387.0 $200K 0.00% -4K -61.0% $83.75 -1.9%
985 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 4,449.0 $199K 0.00% +238.0 +5.7% $44.75 +9.4%
986 LECO LINCOLN ELEC HLDGS INC Industrials 827.0 $198K 0.00% -292.0 -26.1% $239.64 +8.5%
987 DKNG DRAFTKINGS INC NEW Consumer Cyclical 5,750.0 $198K 0.00% +5K +928.6% $34.46 -26.3%
988 FNV FRANCO NEV CORP Basic Materials 954.0 $198K 0.00% +42.0 +4.6% $207.28 +9.0%
989 RS RELIANCE INC Basic Materials 682.0 $197K 0.00% -52.0 -7.1% $288.87 +25.4%
990 RNP COHEN & STEERS REIT & PFD & Financial Services 9,913.0 $197K 0.00% $19.86 +4.4%
991 B BARRICK MNG CORP Basic Materials 4,514.0 $197K 0.00% -1K -24.1% $43.55 -5.3%
992 AOA ISHARES TR 2,194.0 $196K 0.00% +48.0 +2.2% $89.56 +7.9%
993 RGLD ROYAL GOLD INC Basic Materials 883.0 $196K 0.00% +11.0 +1.3% $222.29 +0.4%
994 CCJ CAMECO CORP Energy 2,142.0 $196K 0.00% -103.0 -4.6% $91.49 +15.1%
995 SATS ECHOSTAR CORP Technology 1,800.0 $196K 0.00% +135.0 +8.1% $108.70 +30.5%
996 USTB VICTORY PORTFOLIOS II 3,830.0 $195K 0.00% +750.0 +24.4% $50.84 -0.6%
997 ARM ARM HOLDINGS PLC Technology 1,780.0 $195K 0.00% -12.0 -0.7% $109.31 +172.8%
998 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,141.0 $194K 0.00% -656.0 -23.4% $90.70 +3.8%
999 FIVE FIVE BELOW INC Consumer Cyclical 1,014.0 $191K 0.00% -77.0 -7.1% $188.36 +16.7%
1000 FNF FIDELITY NATIONAL FINANCIAL Financial Services 3,490.0 $191K 0.00% $54.59 -9.6%
Page 50 of 132  ·  2,633 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%