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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 73 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ERIE ERIE INDTY CO Financial Services 6,207.0 $1.5M 0.00% +6K +992.8% $239.75 +10.5%
1442 FNDE SCHWAB STRATEGIC TR 37,493.0 $1.5M 0.00% +34K +880.0% $39.68 +5.5%
1443 SMLF ISHARES TR 16,676.0 $1.5M 0.00% +17K +10000.0% $89.14 +0.2%
1444 ENOV ENOVIS CORPORATION Industrials 71,440.0 $1.5M 0.00% +71K +10000.0% $20.70 +25.9%
1445 FGD FIRST TR EXCHANGE-TRADED FD 46,212.0 $1.5M 0.00% NEW $31.99 +11.5%
1446 ICOW PACER FDS TR 35,371.0 $1.5M 0.00% NEW $41.63 +9.9%
1447 IESC IES HOLDINGS INC Industrials 1,999.0 $1.5M 0.00% NEW $734.49 -6.7%
1448 DTH WISDOMTREE TR 27,128.0 $1.5M 0.00% NEW $54.11 +8.9%
1449 LYFT LYFT INC Technology 100,424.0 $1.5M 0.00% NEW $14.61 +19.6%
1450 SLAB SILICON LABORATORIES INC Technology 6,713.0 $1.5M 0.00% +6K +2452.5% $218.56 -0.3%
1451 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 110,479.0 $1.5M 0.00% +109K +9326.5% $13.28 -18.1%
1452 OGS ONE GAS INC Utilities 19,030.0 $1.5M 0.00% +18K +2618.6% $77.07 +2.3%
1453 NSP INSPERITY INC Industrials 35,478.0 $1.5M 0.00% +24K +207.1% $41.31 +27.8%
1454 PBF PBF ENERGY INC Energy 32,151.0 $1.5M 0.00% +31K +2199.8% $45.52 +61.5%
1455 VSNT VERSANT MEDIA GROUP INC Industrials 40,633.0 $1.5M 0.00% NEW $36.01 +7.6%
1456 LIBERTY MEDIA CORP DEL 15,370.0 $1.5M 0.00% +15K +2261.0% $95.14
1457 BVS BIOVENTUS INC Healthcare 154,826.0 $1.5M 0.00% NEW $9.44 +52.3%
1458 BTI BRITISH AMERN TOB PLC Consumer Defensive 23,612.0 $1.5M 0.00% -2K -8.8% $61.76 -9.0%
1459 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 20,297.0 $1.5M 0.00% +19K +2342.5% $71.74 +1.0%
1460 JPIE J P MORGAN EXCHANGE TRADED F 31,578.0 $1.5M 0.00% NEW $46.05 -0.4%
Page 73 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%