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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 95 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 USRT ISHARES TR 364.0 $21K $56.96 +14.8%
1882 BLACKROCK MUN INCOME TR 2,055.0 $21K -2K -44.8% $10.03
1883 SNOV FIRST TR EXCHNG TRADED FD VI 833.0 $21K NEW $24.72 +6.9%
1884 PXF INVESCO EXCH TRADED FD TR II 314.0 $21K $65.54 +17.2%
1885 YSEP FIRST TR EXCHNG TRADED FD VI 791.0 $21K NEW $26.02 +4.9%
1886 NCNO NCINO INC Technology 790.0 $20K -1K -58.8% $25.64 -38.3%
1887 ARGX ARGENX SE Healthcare 24.0 $20K +1.0 +4.3% $840.96 -2.9%
1888 MCY MERCURY GENL CORP NEW Financial Services 214.0 $20K +8.0 +3.9% $94.06 +8.8%
1889 KN KNOWLES CORP Technology 939.0 $20K +58.0 +6.6% $21.43 +64.4%
1890 DJD INVESCO EXCHANGE TRADED FD T 352.0 $20K NEW $57.14 +9.0%
1891 VICR VICOR CORP Technology 183.0 $20K +6.0 +3.4% $109.60 +141.1%
1892 QXO QXO INC Industrials 1,039.0 $20K +169.0 +19.4% $19.29 -10.7%
1893 GFL GFL ENVIRONMENTAL INC Industrials 464.0 $20K -290.0 -38.5% $42.95 -16.3%
1894 KNG FIRST TR EXCHANGE-TRADED FD 405.0 $20K $49.15 -1.3%
1895 BANC BANC OF CALIFORNIA INC Financial Services 1,028.0 $20K -24.0 -2.3% $19.29 -2.5%
1896 GBX GREENBRIER COS INC Industrials 424.0 $20K -12.0 -2.8% $46.74 +4.2%
1897 BIT BLACKROCK MULTI SECTOR INC T Financial Services 1,515.0 $20K $13.06 -5.2%
1898 CCS CENTURY CMNTYS INC Consumer Cyclical 332.0 $20K +13.0 +4.1% $59.35 -11.6%
1899 PLMR PALOMAR HLDGS INC Financial Services 146.0 $20K +16.0 +12.3% $134.76 -14.1%
1900 OWL BLUE OWL CAPITAL INC Financial Services 1,315.0 $20K +876.0 +199.5% $14.94 -31.7%
Page 95 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%