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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 94 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 HAYW HAYWARD HLDGS INC Industrials 43,785.0 $758K 0.00% +43K +4304.9% $17.31 -16.2%
1862 SPHB INVESCO EXCH TRADED FD TR II 4,869.0 $758K 0.00% NEW $155.59 -6.4%
1863 WGMI VALKYRIE ETF TRUST II 12,000.0 $757K 0.00% NEW $63.07 -29.2%
1864 SHOO MADDEN STEVEN LTD Consumer Cyclical 17,915.0 $754K 0.00% +17K +2581.9% $42.10 +9.1%
1865 TLK TELEKOMUNIKASI IND Communication Services 56,136.0 $754K 0.00% $13.43 +11.8%
1866 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 24,976.0 $754K 0.00% +19K +290.3% $30.18 -1.7%
1867 SHYG ISHARES TR 17,716.0 $751K 0.00% +12K +219.9% $42.41 -0.4%
1868 MORGAN STANLEY PATHWAY FDS 12,109.0 $750K 0.00% NEW $61.96
1869 EBF ENNIS INC Industrials 35,179.0 $748K 0.00% +35K +10000.0% $21.25 +1.3%
1870 UDR UDR INC Real Estate 18,713.0 $747K 0.00% -3K -12.7% $39.92 -3.8%
1871 RHI ROBERT HALF INC. Industrials 24,317.0 $747K 0.00% +23K +1677.6% $30.70 +47.0%
1872 KNTK KINETIK HOLDINGS INC Energy 15,371.0 $743K 0.00% +13K +620.6% $48.34 +13.2%
1873 CNXC CONCENTRIX CORP Technology 33,057.0 $741K 0.00% +33K +6407.3% $22.40 +16.2%
1874 FLEE FRANKLIN TEMPLETON ETF TR 19,018.0 $739K 0.00% NEW $38.85 +3.8%
1875 XME SPDR SERIES TRUST 6,904.0 $738K 0.00% NEW $106.94 +10.2%
1876 FYC FIRST TR EXCHANGE-TRADED ALP 5,796.0 $738K 0.00% NEW $127.35 -4.9%
1877 APOG APOGEE ENTERPRISES INC Industrials 16,099.0 $736K 0.00% +16K +10000.0% $45.74 -9.6%
1878 JMST J P MORGAN EXCHANGE TRADED F 14,437.0 $736K 0.00% NEW $51.00 -0.1%
1879 AVB AVALONBAY CMNTYS INC Real Estate 3,888.0 $734K 0.00% -4K -49.3% $188.69 -65.1%
1880 MCY MERCURY GENL CORP NEW Financial Services 6,879.0 $733K 0.00% +7K +3114.5% $106.62 -0.3%
Page 94 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%