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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 72 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 ROCK GIBRALTAR INDS INC Industrials 34,578.0 $1.6M 0.00% +34K +10000.0% $45.10 +3.1%
1422 FSMB FIRST TR EXCH TRADED FD III 77,860.0 $1.6M 0.00% NEW $19.99 -0.6%
1423 THO THOR INDS INC Consumer Cyclical 20,675.0 $1.6M 0.00% +20K +2271.0% $75.16 +5.8%
1424 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 78,032.0 $1.6M 0.00% -4K -4.6% $19.89 +10.8%
1425 CACC CREDIT ACCEP CORP MICH Financial Services 2,435.0 $1.6M 0.00% NEW $636.88 -5.6%
1426 FALN ISHARES TR 56,761.0 $1.5M 0.00% +56K +4514.7% $27.24 -0.9%
1427 TCBI TEXAS CAP BANCSHARES INC Financial Services 14,968.0 $1.5M 0.00% +15K +3248.6% $103.26 -4.8%
1428 NEU NEWMARKET CORP Basic Materials 1,935.0 $1.5M 0.00% +2K +2625.3% $791.05 +18.5%
1429 VFC V F CORP Consumer Cyclical 91,328.0 $1.5M 0.00% +80K +725.3% $16.68 -13.8%
1430 NJR NEW JERSEY RES CORP Utilities 27,108.0 $1.5M 0.00% +26K +1967.7% $56.04 -4.5%
1431 PIPR PIPER SANDLER COMPANIES Financial Services 20,992.0 $1.5M 0.00% NEW $72.34 +3.7%
1432 BMI BADGER METER INC Technology 10,232.0 $1.5M 0.00% +10K +4940.4% $148.37 -11.2%
1433 NWN NORTHWEST NAT HLDG CO Utilities 30,857.0 $1.5M 0.00% +30K +2259.1% $49.06 +0.7%
1434 IVOV VANGUARD ADMIRAL FDS INC 13,253.0 $1.5M 0.00% +11K +606.5% $114.07 +0.9%
1435 NLR VANECK ETF TRUST 12,970.0 $1.5M 0.00% NEW $115.98 +3.4%
1436 ZD ZIFF DAVIS INC Communication Services 28,721.0 $1.5M 0.00% +28K +5678.9% $52.37 +7.1%
1437 ENVA ENOVA INTL INC Financial Services 6,245.0 $1.5M 0.00% +6K +2991.6% $240.76 +0.9%
1438 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,271.0 $1.5M 0.00% -3K -45.3% $459.13 +16.2%
1439 CAM AB ACTIVE ETFS INC 59,504.0 $1.5M 0.00% NEW $25.16 -1.2%
1440 CNNE CANNAE HLDGS INC Consumer Cyclical 103,655.0 $1.5M 0.00% NEW $14.40 +7.6%
Page 72 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%