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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 53 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 TKO TKO GROUP HOLDINGS INC Communication Services 15,425.0 $3.1M 0.01% +14K +1133.0% $201.31 -4.1%
1042 IDEV ISHARES TR 34,857.0 $3.1M 0.01% +31K +833.5% $89.01 +4.8%
1043 KBR KBR INC Industrials 89,826.0 $3.1M 0.01% +88K +5614.1% $34.53 +11.7%
1044 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 30,437.0 $3.1M 0.01% +30K +10000.0% $101.88 +10.5%
1045 TEX TEREX CORP NEW Industrials 42,727.0 $3.1M 0.01% +42K +3618.6% $72.39 -8.2%
1046 SPLV INVESCO EXCH TRADED FD TR II 41,214.0 $3.1M 0.01% +35K +608.8% $74.90 +0.5%
1047 IBDU ISHARES TR 133,196.0 $3.1M 0.01% +105K +366.8% $23.16 -0.5%
1048 CIFR CIPHER DIGITAL INC Financial Services 124,407.0 $3.0M 0.01% NEW $24.50 -35.7%
1049 CMC COMMERCIAL METALS CO Basic Materials 48,548.0 $3.0M 0.01% +47K +3375.2% $62.75 +5.7%
1050 PTCT PTC THERAPEUTICS INC Healthcare 37,328.0 $3.0M 0.01% +37K +10000.0% $81.57 -14.4%
1051 LAD LITHIA MTRS INC Consumer Cyclical 10,480.0 $3.0M 0.01% +10K +3603.2% $290.48 +27.6%
1052 EL LAUDER ESTEE COS INC Consumer Defensive 38,428.0 $3.0M 0.01% +27K +241.8% $78.95 +29.1%
1053 BAX BAXTER INTL INC Healthcare 142,238.0 $3.0M 0.01% +99K +230.1% $21.32 +23.5%
1054 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 112,556.0 $3.0M 0.01% +112K +10000.0% $26.85 -5.1%
1055 VCYT VERACYTE INC Healthcare 51,401.0 $3.0M 0.01% +51K +10000.0% $58.73 -28.0%
1056 VTWG VANGUARD SCOTTSDALE FDS 10,456.0 $3.0M 0.01% NEW $287.68 -1.7%
1057 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 101,141.0 $3.0M 0.01% NEW $29.74 -13.2%
1058 CRCL CIRCLE INTERNET GROUP INC Financial Services 47,782.0 $3.0M 0.01% NEW $62.63 +40.5%
1059 AA ALCOA CORP Basic Materials 57,148.0 $3.0M 0.01% +55K +2763.1% $52.14 -0.6%
1060 MOS MOSAIC CO Basic Materials 139,778.0 $3.0M 0.01% +116K +488.6% $21.19 +15.2%
Page 53 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%