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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 2 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MGRC MCGRATH RENTCORP Industrials 59,823.0 $7.2M 0.01% NEW $121.03 -3.6%
22 EMLP FIRST TR EXCHANGE-TRADED FD 161,993.0 $7.0M 0.01% NEW $43.50 +0.5%
23 VFLO VICTORY PORTFOLIOS II 153,810.0 $7.0M 0.01% NEW $45.75 +21.2%
24 BBIO BRIDGEBIO PHARMA INC Healthcare 87,238.0 $6.5M 0.01% NEW $74.48 +9.4%
25 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 193,236.0 $6.5M 0.01% NEW $33.39 -22.6%
26 SPACE EXPLORATION TECHN CORP 36,560.0 $6.2M 0.01% NEW $170.86
27 DUPONT DE NEMOURS INC 45,293.0 $6.1M 0.01% NEW $135.64
28 LINEAGE CELL THERAPEUTICS IN 4,600,000.0 $6.0M 0.01% NEW $1.31
29 KELYA KELLY SVCS INC Industrials 490,610.0 $6.0M 0.01% NEW $12.28 +39.2%
30 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 92,223.0 $6.0M 0.01% NEW $64.71 -13.1%
31 MLPA GLOBAL X FDS 108,246.0 $5.7M 0.01% NEW $53.08 +6.2%
32 FV FIRST TR EXCHANGE TRADED FD 74,572.0 $5.7M 0.01% NEW $75.88 -2.5%
33 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 136,817.0 $5.6M 0.01% NEW $40.84 +10.5%
34 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 35,585.0 $5.4M 0.01% NEW $152.82 -7.1%
35 LDRX RBB FD INC 152,951.0 $5.4M 0.01% NEW $35.31 +3.2%
36 LUNR INTUITIVE MACHINES INC Industrials 249,357.0 $5.3M 0.01% NEW $21.39 -14.4%
37 DLN WISDOMTREE TR 52,714.0 $5.1M 0.01% NEW $96.32 +4.6%
38 THE BALDWIN INSURANCE GRP IN 185,553.0 $4.9M 0.01% NEW $26.58
39 TRVI TREVI THERAPEUTICS INC Healthcare 260,644.0 $4.9M 0.01% NEW $18.65 -3.7%
40 BOND PIMCO ETF TR 52,522.0 $4.8M 0.01% NEW $92.21 -1.9%
Page 2 of 91  ·  1,815 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%