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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 97 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 PFS PROVIDENT FINL SVCS INC Financial Services 28,635.0 $677K 0.00% +28K +2930.2% $23.64 -0.3%
1922 NX QUANEX BLDG PRODS CORP Industrials 36,207.0 $674K 0.00% +36K +5504.8% $18.62 +7.1%
1923 IHE ISHARES TR 6,773.0 $671K 0.00% +6K +480.4% $99.01 +7.9%
1924 VIOV VANGUARD ADMIRAL FDS INC 5,706.0 $669K 0.00% +4K +294.1% $117.33 +0.9%
1925 SMMU PIMCO ETF TR 13,249.0 $669K 0.00% NEW $50.50 -0.4%
1926 BUFR FIRST TR EXCHNG TRADED FD VI 18,262.0 $667K 0.00% +18K +2803.3% $36.53 +2.0%
1927 COHEN & STEERS LTD DURATION 31,459.0 $666K 0.00% NEW $21.16
1928 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 47,307.0 $666K 0.00% NEW $14.07 -1.6%
1929 ACWV ISHARES INC 5,535.0 $665K 0.00% NEW $120.23 +6.0%
1930 AMR ALPHA METALLURGICAL RESOUR I Energy 4,028.0 $664K 0.00% +4K +10000.0% $164.94 +27.3%
1931 WS WORTHINGTON STL INC Basic Materials 19,777.0 $664K 0.00% +7K +49.6% $33.58 -0.6%
1932 SCHK SCHWAB STRATEGIC TR 18,410.0 $664K 0.00% NEW $36.06 +2.2%
1933 ALRM ALARM COM HLDGS INC Technology 14,184.0 $663K 0.00% +13K +1235.6% $46.72 +23.2%
1934 HLX HELIX ENERGY SOLUTIONS GRP I Energy 75,620.0 $661K 0.00% +75K +10000.0% $8.74 +14.1%
1935 IYZ ISHARES TR 15,602.0 $660K 0.00% NEW $42.31 +0.7%
1936 SNDR SCHNEIDER NATIONAL INC Industrials 18,057.0 $660K 0.00% +18K +4728.1% $36.53 -4.6%
1937 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 55,276.0 $658K 0.00% NEW $11.90 -4.1%
1938 KRE SPDR SERIES TRUST 8,776.0 $657K 0.00% +7K +550.6% $74.85 -0.1%
1939 CENX CENTURY ALUM CO Basic Materials 14,275.0 $657K 0.00% +14K +6633.5% $46.01 -5.1%
1940 CXT CRANE NXT CO Industrials 12,833.0 $657K 0.00% +12K +1682.4% $51.16 -2.7%
Page 97 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%