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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 9 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMUS T-MOBILE US INC Communication Services 375,559.0 $63.0M 0.10% +83K +28.5% $167.73 +7.4%
162 IWV ISHARES TR 144,384.0 $61.6M 0.10% +77K +115.3% $426.40 +3.3%
163 MUB ISHARES TR 568,602.0 $61.2M 0.10% +456K +405.8% $107.62 -1.9%
164 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 658,568.0 $60.6M 0.10% +103K +18.6% $92.09 -2.0%
165 HNI HNI CORP Industrials 1,499,640.0 $60.6M 0.10% -977K -39.4% $40.41 +19.6%
166 SPGI S&P GLOBAL INC Financial Services 146,177.0 $59.5M 0.10% +38K +35.0% $407.26 +0.8%
167 EWT ISHARES INC 528,865.0 $57.4M 0.09% NEW $108.61 -0.7%
168 VBK VANGUARD INDEX FDS 156,872.0 $57.4M 0.09% +89K +129.8% $365.70 +0.1%
169 XLF SELECT SECTOR SPDR TR 1,064,352.0 $57.1M 0.09% +382K +55.9% $53.61 +7.4%
170 CB CHUBB LIMITED Financial Services 167,348.0 $57.0M 0.09% -4K -2.3% $340.74 +0.0%
171 DGRO ISHARES TR 749,089.0 $56.8M 0.09% +732K +4310.0% $75.79 +4.7%
172 AEP AMERICAN ELEC PWR CO INC Utilities 407,988.0 $55.8M 0.09% +159K +63.5% $136.81 -7.5%
173 VZ VERIZON COMMUNICATIONS INC Communication Services 1,307,639.0 $55.4M 0.09% +908K +226.9% $42.34 +13.5%
174 T AT&T INC Communication Services 2,666,910.0 $55.2M 0.09% +1.7M +173.6% $20.70 +19.2%
175 VXUS VANGUARD STAR FDS 639,368.0 $54.7M 0.09% +635K +10000.0% $85.49 +2.8%
176 PLTR PALANTIR TECHNOLOGIES INC Technology 463,233.0 $54.0M 0.09% +265K +133.8% $116.67 +47.9%
177 VBR VANGUARD INDEX FDS 218,163.0 $53.0M 0.09% +134K +158.4% $242.99 +2.8%
178 WMB WILLIAMS COS INC Energy 702,255.0 $52.2M 0.09% +380K +117.7% $74.34 -1.2%
179 USRT ISHARES TR 776,678.0 $51.6M 0.08% +776K +10000.0% $66.45 +0.7%
180 VEU VANGUARD INTL EQUITY INDEX F 612,861.0 $51.3M 0.08% +159K +35.1% $83.75 +2.5%
Page 9 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%