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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 8 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGK VANGUARD INTL EQUITY INDEX F 863,735.0 $76.5M 0.12% +859K +10000.0% $88.54 +4.0%
142 HONEYWELL AEROSPACE INC 342,078.0 $75.6M 0.12% NEW $221.08
143 HONEYWELL INTL INC 329,509.0 $73.8M 0.12% NEW $223.90
144 SNPS SYNOPSYS INC Technology 165,376.0 $73.8M 0.12% +4K +2.3% $446.07 -7.4%
145 HYLB DBX ETF TR 2,016,020.0 $73.6M 0.12% +1.4M +206.6% $36.52 -0.5%
146 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 248,566.0 $72.9M 0.12% +127K +103.8% $293.18 +2.6%
147 IWP ISHARES TR 491,388.0 $71.9M 0.12% +289K +143.3% $146.41 +0.9%
148 FCX FREEPORT MCMORAN INC Basic Materials 1,136,005.0 $71.4M 0.12% +346K +43.8% $62.89 +8.7%
149 DFAC DIMENSIONAL ETF TRUST 1,581,492.0 $70.2M 0.11% +1.5M +3250.9% $44.36 +3.8%
150 SPYM SPDR SERIES TRUST 783,133.0 $68.8M 0.11% +134K +20.6% $87.88 +3.5%
151 MAR MARRIOTT INTL INC NEW Consumer Cyclical 183,747.0 $68.1M 0.11% +66K +56.3% $370.59 -3.8%
152 WM WASTE MGMT INC DEL Industrials 305,195.0 $68.0M 0.11% +68K +28.7% $222.88 +0.5%
153 LMT LOCKHEED MARTIN CORP Industrials 132,219.0 $67.4M 0.11% +60K +84.1% $509.46 +16.5%
154 NOW SERVICENOW INC Technology 675,726.0 $67.1M 0.11% +202K +42.7% $99.28 +18.6%
155 USB US BANCORP Financial Services 1,109,141.0 $67.0M 0.11% +354K +46.8% $60.40 +7.4%
156 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,140,161.0 $65.7M 0.11% +574K +101.2% $57.62 +12.2%
157 SYK STRYKER CORPORATION Healthcare 208,259.0 $65.6M 0.11% +98K +89.6% $314.84 +5.3%
158 COF CAPITAL ONE FINL CORP Financial Services 326,265.0 $65.5M 0.11% +143K +78.0% $200.62 +10.4%
159 ECL ECOLAB INC Basic Materials 230,949.0 $64.3M 0.10% +60K +35.0% $278.61 -1.0%
160 ESGD ISHARES TR 615,682.0 $63.3M 0.10% +5K +0.9% $102.81 +4.6%
Page 8 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%