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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 68 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 CRWV COREWEAVE INC Technology 967.0 $69K +267.0 +38.1% $71.61 +50.2%
1342 USO UNITED STS OIL FD LP Financial Services 1,000.0 $69K $69.16 +108.6%
1343 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 548.0 $69K -4K -87.7% $125.87 -39.2%
1344 ARTY ISHARES TR 1,431.0 $69K $48.18 +41.4%
1345 STVN STEVANATO GROUP S P A Healthcare 3,423.0 $69K -452.0 -11.7% $20.12 -11.8%
1346 CNQ CANADIAN NAT RES LTD Energy 2,024.0 $69K +859.0 +73.7% $33.85 +43.8%
1347 SMTC SEMTECH CORP Technology 926.0 $68K -85.0 -8.4% $73.69 +92.5%
1348 PHG KONINKLIJKE PHILIPS N V Healthcare 2,516.0 $68K +219.0 +9.5% $27.08 -1.3%
1349 QTWO Q2 HLDGS INC Technology 943.0 $68K +142.0 +17.7% $72.16 -34.8%
1350 HWC HANCOCK WHITNEY CORPORATION Financial Services 1,068.0 $68K +20.0 +1.9% $63.68 +4.7%
1351 WTS WATTS WATER TECHNOLOGIES INC Industrials 246.0 $68K -24.0 -8.9% $276.02 +8.4%
1352 MORN MORNINGSTAR INC Financial Services 312.0 $68K -72.0 -18.8% $217.31 -20.2%
1353 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 3,505.0 $68K -2K -37.7% $19.33 +18.2%
1354 CE CELANESE CORP DEL Basic Materials 1,600.0 $68K -333.0 -17.2% $42.28 +25.1%
1355 SLYG SPDR SERIES TRUST 717.0 $68K NEW $94.19 +13.9%
1356 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 253.0 $67K $263.63 -7.4%
1357 GXO GXO LOGISTICS INCORPORATED Industrials 1,266.0 $67K +53.0 +4.4% $52.64 -11.2%
1358 KBH KB HOME Consumer Cyclical 1,175.0 $66K -32.0 -2.6% $56.41 -14.9%
1359 UMBF UMB FINL CORP Financial Services 576.0 $66K -18.0 -3.0% $115.04 +13.2%
1360 CGDV CAPITAL GROUP DIVIDEND VALUE 1,512.0 $66K $43.64 +9.7%
Page 68 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%