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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 91 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 PUTNAM ETF TRUST 3,149.0 $25K NEW $7.81
1802 SEDG SOLAREDGE TECHNOLOGIES INC Energy 852.0 $25K $28.85 +94.9%
1803 MAREX GROUP PLC 638.0 $24K NEW $38.36
1804 BKU BANKUNITED INC Financial Services 549.0 $24K +24.0 +4.6% $44.57 +3.9%
1805 ISHARES TR 538.0 $24K -3K -85.7% $45.45
1806 BAI BLACKROCK ETF TRUST 727.0 $24K +321.0 +79.1% $33.30 +42.6%
1807 MPT MEDICAL PPTYS TRUST INC Financial Services 4,841.0 $24K +39.0 +0.8% $5.00 +3.2%
1808 EEMV ISHARES INC 377.0 $24K $64.04 +12.9%
1809 PEBBLEBROOK HOTEL TR 1,261.0 $24K $19.05
1810 TGS TRANSPORTADORA DE GAS SUR Energy 767.0 $24K NEW $31.09 -7.9%
1811 GTES GATES INDL CORP PLC Industrials 1,110.0 $24K -78.0 -6.6% $21.47 +12.1%
1812 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 763.0 $24K +20.0 +2.7% $31.22 +6.7%
1813 RLJ LODGING TR 955.0 $24K $24.90
1814 IRIDIUM COMMUNICATIONS INC 1,367.0 $24K +947.0 +225.5% $17.38
1815 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1,172.0 $24K +871.0 +289.4% $20.08 -44.3%
1816 WHD CACTUS INC Energy 515.0 $24K -16.0 -3.0% $45.68 +36.1%
1817 KRP KIMBELL RTY PARTNERS LP Energy 2,000.0 $24K $11.76 +29.8%
1818 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 426.0 $23K -85.0 -16.6% $55.09 +11.4%
1819 SHAK SHAKE SHACK INC Consumer Cyclical 289.0 $23K -25.0 -8.0% $81.17 -21.8%
1820 GDYN GRID DYNAMICS HLDGS INC Technology 2,592.0 $23K -188.0 -6.8% $9.03 -21.9%
Page 91 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%