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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 58 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CBSH COMMERCE BANCSHARES INC Financial Services 43,776.0 $2.5M 0.00% +43K +3523.8% $57.75 +1.1%
1142 AAL AMERICAN AIRLINES GROUP INC Industrials 139,671.0 $2.5M 0.00% +133K +2129.4% $18.07 -23.5%
1143 DNOW DNOW INC Energy 194,402.0 $2.5M 0.00% +193K +10000.0% $12.97 +20.9%
1144 MC MOELIS & CO Financial Services 38,509.0 $2.5M 0.00% +38K +8918.5% $65.42 +4.4%
1145 KFY KORN FERRY Industrials 37,770.0 $2.5M 0.00% +37K +10000.0% $66.58 +27.8%
1146 DXJ WISDOMTREE TR 14,463.0 $2.5M 0.00% NEW $173.52 +2.3%
1147 NOV NOV INC Energy 135,126.0 $2.5M 0.00% +130K +2510.6% $18.55 +10.1%
1148 TRMB TRIMBLE INC Technology 48,908.0 $2.5M 0.00% +35K +260.8% $51.18 +17.7%
1149 PWB INVESCO EXCHANGE TRADED FD T 14,849.0 $2.5M 0.00% +14K +2869.8% $168.46 -7.4%
1150 MZTI MARZETTI COMPANY Consumer Defensive 21,867.0 $2.5M 0.00% +7K +45.3% $114.16 -2.2%
1151 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 49,857.0 $2.5M 0.00% +47K +1828.0% $49.98 +4.7%
1152 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 30,534.0 $2.5M 0.00% +29K +2409.0% $81.51 +6.9%
1153 AFG AMERICAN FINANCIAL GROUP INC Financial Services 17,784.0 $2.5M 0.00% +12K +200.6% $139.94 +2.7%
1154 UAE ISHARES TR 130,867.0 $2.5M 0.00% NEW $19.01 +2.5%
1155 BBY BEST BUY INC Consumer Cyclical 32,767.0 $2.5M 0.00% +24K +256.8% $75.88 +13.2%
1156 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 51,621.0 $2.5M 0.00% +51K +10000.0% $47.74 -5.0%
1157 JHMM JOHN HANCOCK EXCHANGE TRADED 32,836.0 $2.5M 0.00% +31K +2053.2% $74.96 +1.3%
1158 IYR ISHARES TR 23,984.0 $2.5M 0.00% +24K +5866.2% $102.25 +2.4%
1159 LGIH LGI HOMES INC Consumer Cyclical 38,495.0 $2.5M 0.00% +38K +10000.0% $63.68 -8.7%
1160 DECK DECKERS OUTDOOR CORP Consumer Cyclical 24,571.0 $2.4M 0.00% +21K +681.5% $99.29 -7.7%
Page 58 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%