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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 84 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 WKC WORLD KINECT CORPORATION Energy 31,371.0 $1.0M 0.00% +31K +10000.0% $32.94 +8.1%
1662 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 76,357.0 $1.0M 0.00% NEW $13.44 -4.7%
1663 THRO BLACKROCK ETF TRUST 23,799.0 $1.0M 0.00% +24K +10000.0% $43.11 +0.7%
1664 WTTR SELECT WATER SOLUTIONS INC Utilities 51,345.0 $1.0M 0.00% NEW $19.98 -3.9%
1665 ACI ALBERTSONS COMPANIES INC Consumer Defensive 75,722.0 $1.0M 0.00% +71K +1616.3% $13.53 -6.8%
1666 CHEF CHEFS WHSE INC Consumer Defensive 10,656.0 $1.0M 0.00% +10K +3452.0% $96.10 +18.1%
1667 AHCO ADAPTHEALTH CORP Healthcare 98,151.0 $1.0M 0.00% +98K +10000.0% $10.42 -46.0%
1668 PFFD GLOBAL X FDS 54,577.0 $1.0M 0.00% NEW $18.69 -1.6%
1669 BGC BGC GROUP INC Financial Services 95,326.0 $1.0M 0.00% +94K +8441.8% $10.69 +11.8%
1670 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 11,867.0 $1.0M 0.00% NEW $85.75 +3.0%
1671 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 118,792.0 $1.0M 0.00% NEW $8.56 -3.5%
1672 NWBI NORTHWEST BANCSHARES INC Financial Services 67,005.0 $1.0M 0.00% +66K +9625.0% $15.16 +1.4%
1673 CELC CELCUITY INC Healthcare 9,701.0 $1.0M 0.00% NEW $104.62 -13.2%
1674 NTST NETSTREIT CORP Real Estate 47,968.0 $1.0M 0.00% NEW $21.13 -1.6%
1675 AER AERCAP HOLDINGS NV Industrials 6,948.0 $1.0M 0.00% -477.0 -6.4% $145.78 +1.2%
1676 RDNT RADNET INC Healthcare 16,365.0 $1.0M 0.00% +16K +3108.8% $61.67 +21.1%
1677 CGIC CAPITAL GROUP INTERNATIONAL 27,702.0 $1.0M 0.00% NEW $36.39 +1.6%
1678 GPOR GULFPORT ENERGY CORP Energy 5,932.0 $1.0M 0.00% NEW $169.70 +3.4%
1679 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 26,603.0 $1.0M 0.00% +26K +3999.1% $37.76 +17.4%
1680 CDP COPT DEFENSE PROPERTIES Real Estate 27,588.0 $1.0M 0.00% -205.0 -0.7% $36.39 +2.9%
Page 84 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%