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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 64 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HOPE HOPE BANCORP INC Financial Services 147,424.0 $2.0M 0.00% +146K +10000.0% $13.68 +2.1%
1262 BDC BELDEN INC Technology 16,799.0 $2.0M 0.00% +17K +6191.8% $119.91 +2.1%
1263 VIRT VIRTU FINL INC Financial Services 33,614.0 $2.0M 0.00% +30K +966.1% $59.57 +14.0%
1264 GTLS CHART INDS INC Industrials 9,580.0 $2.0M 0.00% +9K +1217.7% $208.93 +0.5%
1265 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 36,437.0 $2.0M 0.00% +35K +2255.3% $54.90 -18.9%
1266 NEPTUNE INS HLDGS INC 63,450.0 $2.0M 0.00% NEW $31.50
1267 PREF PRINCIPAL EXCHANGE TRADED FD 104,673.0 $2.0M 0.00% +104K +10000.0% $19.06 -1.2%
1268 SPYD SPDR SERIES TRUST 41,710.0 $2.0M 0.00% NEW $47.71 +5.7%
1269 HP HELMERICH & PAYNE INC Energy 60,781.0 $2.0M 0.00% +44K +261.0% $32.74 +33.0%
1270 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 39,862.0 $2.0M 0.00% +39K +2883.7% $49.86 +14.7%
1271 PRCH PORCH GROUP INC Technology 131,696.0 $2.0M 0.00% NEW $15.04 +13.6%
1272 DLB DOLBY LABORATORIES INC Technology 37,604.0 $2.0M 0.00% +37K +4940.8% $52.58 +24.1%
1273 TTEK TETRA TECH INC NEW Industrials 68,383.0 $2.0M 0.00% +65K +1740.7% $28.89 +28.1%
1274 AUB ATLANTIC UN BANKSHARES CORP Financial Services 46,621.0 $2.0M 0.00% +45K +2248.7% $42.31 -2.7%
1275 VNLA JANUS DETROIT STR TR 40,273.0 $2.0M 0.00% NEW $48.87 +0.2%
1276 CWT CALIFORNIA WTR SVC GROUP Utilities 40,353.0 $2.0M 0.00% +40K +10000.0% $48.65 +1.8%
1277 DORM DORMAN PRODS INC Consumer Cyclical 14,356.0 $2.0M 0.00% +14K +7965.2% $136.45 -3.2%
1278 GBIL GOLDMAN SACHS ETF TR 19,554.0 $2.0M 0.00% NEW $100.16 -0.0%
1279 PTC PTC INC Technology 17,220.0 $2.0M 0.00% +12K +240.9% $113.61 +36.2%
1280 BOX BOX INC Technology 73,656.0 $2.0M 0.00% +34K +84.3% $26.54 +24.0%
Page 64 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%