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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 87 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 ECG EVERUS CONSTR GROUP Industrials 341.0 $29K +25.0 +7.9% $85.56 +76.1%
1722 GTM ZOOMINFO TECHNOLOGIES INC Technology 2,866.0 $29K -62.0 -2.1% $10.17 -64.9%
1723 CLSK CLEANSPARK INC Technology 2,861.0 $29K +101.0 +3.7% $10.12 +55.7%
1724 LGND LIGAND PHARMACEUTICALS INC Healthcare 152.0 $29K +7.0 +4.8% $189.07 +17.5%
1725 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 574.0 $29K -58K -99.0% $49.96 +2.1%
1726 KMPR KEMPER CORP Financial Services 707.0 $29K +126.0 +21.7% $40.54 -26.8%
1727 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 327.0 $29K +20.0 +6.5% $87.34 +15.5%
1728 PRGO PERRIGO CO PLC Healthcare 2,048.0 $29K +478.0 +30.4% $13.92 -19.8%
1729 PVAL PUTNAM ETF TRUST 625.0 $28K -841.0 -57.4% $45.57 +9.9%
1730 PPC PILGRIMS PRIDE CORP Consumer Defensive 730.0 $28K +89.0 +13.9% $38.99 -26.5%
1731 PRDO PERDOCEO ED CORP Consumer Defensive 970.0 $28K +504.0 +108.2% $29.33 +15.3%
1732 GPIQ GOLDMAN SACHS ETF TR 535.0 $28K NEW $52.87 +9.5%
1733 FULT FULTON FINL CORP PA Financial Services 1,463.0 $28K -44.0 -2.9% $19.33 +10.7%
1734 SIX FLAGS ENTERTAINMENT CORP 1,838.0 $28K +18.0 +1.0% $15.34
1735 JXN JACKSON FINANCIAL INC Financial Services 264.0 $28K +16.0 +6.5% $106.65 +1.5%
1736 FIRST HAWAIIAN INC 1,109.0 $28K +55.0 +5.2% $25.30
1737 DIOD DIODES INC Technology 568.0 $28K +67.0 +13.4% $49.34 +95.2%
1738 LBRT LIBERTY ENERGY INC Energy 1,509.0 $28K +75.0 +5.2% $18.46 +78.1%
1739 DFIS DIMENSIONAL ETF TRUST 845.0 $28K -565.0 -40.1% $32.94 +10.0%
1740 SHOO MADDEN STEVEN LTD Consumer Cyclical 668.0 $28K -60.0 -8.2% $41.64 -2.8%
Page 87 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%