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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 88 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 GDV GABELLI DIVID & INCOME TR Financial Services 1,000.0 $28K $27.77 +4.5%
1742 FUL FULLER H B CO Basic Materials 467.0 $28K +92.0 +24.5% $59.46 -5.2%
1743 OSCV ETF SER SOLUTIONS 748.0 $28K $37.03 +9.3%
1744 CNR CORE NATURAL RESOURCES INC Energy 312.0 $28K +30.0 +10.6% $88.51 -5.1%
1745 RAMP LIVERAMP HLDGS INC Technology 940.0 $28K -26.0 -2.7% $29.37 +28.5%
1746 LOAR LOAR HOLDINGS INC Industrials 406.0 $28K NEW $68.00 -8.0%
1747 ENPH ENPHASE ENERGY INC Energy 859.0 $28K -9K -90.9% $32.05 +94.5%
1748 HAUZ DBX ETF TR 1,182.0 $27K NEW $23.21 +0.6%
1749 NSA NATIONAL STORAGE AFFILIATES Real Estate 969.0 $27K +220.0 +29.4% $28.21 +51.7%
1750 CVBF CVB FINL CORP Financial Services 1,469.0 $27K -55.0 -3.6% $18.60 +9.2%
1751 AVA AVISTA CORP Utilities 708.0 $27K +66.0 +10.3% $38.54 +6.2%
1752 RLI RLI CORP Financial Services 426.0 $27K -383.0 -47.3% $63.98 -17.7%
1753 NVST ENVISTA HOLDINGS CORPORATION Healthcare 1,253.0 $27K -77.0 -5.8% $21.71 +8.8%
1754 GLOB GLOBANT S A Technology 416.0 $27K -7.0 -1.6% $65.37 -37.8%
1755 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 2,539.0 $27K $10.70 -3.9%
1756 ACVA ACV AUCTIONS INC Consumer Cyclical 3,383.0 $27K +1K +72.4% $8.02 -26.4%
1757 DV DOUBLEVERIFY HLDGS INC Technology 2,367.0 $27K -2K -44.3% $11.44 -16.8%
1758 POTLATCHDELTIC CORPORATION 680.0 $27K -1K -68.0% $39.78
1759 MBC MASTERBRAND INC Consumer Cyclical 2,445.0 $27K +518.0 +26.9% $11.04 -31.2%
1760 IGIB ISHARES TR 500.0 $27K $53.88 -1.9%
Page 88 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%