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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 56 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 IUSB ISHARES TR 2,808.0 $131K -1K -27.9% $46.54 -1.5%
1102 PUTNAM ETF TRUST 11,244.0 $130K NEW $11.57
1103 SPTM SPDR SERIES TRUST 1,576.0 $130K $82.50 +9.1%
1104 FXZ FIRST TR EXCHANGE TRADED FD 2,000.0 $130K $64.82 +22.0%
1105 BWXT BWX TECHNOLOGIES INC Industrials 750.0 $130K -75.0 -9.1% $172.84 +17.2%
1106 SCHZ SCHWAB STRATEGIC TR 5,470.0 $128K NEW $23.37 -1.6%
1107 ICLN ISHARES TR 7,768.0 $128K $16.43 +35.0%
1108 ZM ZOOM COMMUNICATIONS INC Technology 1,476.0 $127K +19.0 +1.3% $86.29 +15.2%
1109 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 743.0 $127K +25.0 +3.5% $171.28 +122.1%
1110 SYK PUT STRYKER CORPORATION Healthcare 7,200.0 $127K $17.60 +1726.6%
1111 FMB FIRST TR EXCH TRADED FD III 2,474.0 $127K $51.14 -1.0%
1112 BYD BOYD GAMING CORP Consumer Cyclical 1,474.0 $126K -504.0 -25.5% $85.24 -6.6%
1113 HSBC HSBC HLDGS PLC Financial Services 1,591.0 $125K -463.0 -22.5% $78.67 +17.0%
1114 SMH VANECK ETF TRUST 347.0 $125K +47.0 +15.7% $360.13 +57.6%
1115 SCHM SCHWAB STRATEGIC TR 4,150.0 $125K +3K +315.0% $30.07 +14.9%
1116 KMX CARMAX INC Consumer Cyclical 3,229.0 $125K -3K -51.8% $38.64 +0.7%
1117 LPLA LPL FINL HLDGS INC Financial Services 349.0 $125K +85.0 +32.2% $357.17 -19.4%
1118 TTEK TETRA TECH INC NEW Industrials 3,715.0 $125K -625.0 -14.4% $33.54 -18.2%
1119 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 8,108.0 $124K +4K +94.6% $15.34 -3.4%
1120 FNDF SCHWAB STRATEGIC TR 2,745.0 $124K NEW $45.21 +18.7%
Page 56 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%