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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 8 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SILJ AMPLIFY ETF TR 64,738.0 $1.7M 0.00% NEW $25.92 +23.2%
142 FTGC FIRST TR EXCHANGE TRAD FD VI 61,570.0 $1.7M 0.00% NEW $27.05 +12.9%
143 CGMS CAPITAL GRP FIXED INCM ETF T 59,476.0 $1.6M 0.00% NEW $27.33 -0.7%
144 SYFI AB ACTIVE ETFS INC 45,290.0 $1.6M 0.00% NEW $35.71 -0.1%
145 PTLC PACER FDS TR 27,587.0 $1.6M 0.00% NEW $58.26 +2.4%
146 PAY PAYMENTUS HOLDINGS INC Technology 65,175.0 $1.6M 0.00% NEW $24.16 +65.6%
147 BNL BROADSTONE NET LEASE INC Real Estate 75,702.0 $1.6M 0.00% NEW $20.67 +2.2%
148 FSMB FIRST TR EXCH TRADED FD III 77,860.0 $1.6M 0.00% NEW $19.99 -0.6%
149 CACC CREDIT ACCEP CORP MICH Financial Services 2,435.0 $1.6M 0.00% NEW $636.88 -5.6%
150 PIPR PIPER SANDLER COMPANIES Financial Services 20,992.0 $1.5M 0.00% NEW $72.34 +3.7%
151 NLR VANECK ETF TRUST 12,970.0 $1.5M 0.00% NEW $115.98 +3.4%
152 CAM AB ACTIVE ETFS INC 59,504.0 $1.5M 0.00% NEW $25.16 -1.2%
153 CNNE CANNAE HLDGS INC Consumer Cyclical 103,655.0 $1.5M 0.00% NEW $14.40 +7.6%
154 FGD FIRST TR EXCHANGE-TRADED FD 46,212.0 $1.5M 0.00% NEW $31.99 +11.5%
155 ICOW PACER FDS TR 35,371.0 $1.5M 0.00% NEW $41.63 +9.9%
156 IESC IES HOLDINGS INC Industrials 1,999.0 $1.5M 0.00% NEW $734.49 -6.7%
157 DTH WISDOMTREE TR 27,128.0 $1.5M 0.00% NEW $54.11 +8.9%
158 LYFT LYFT INC Technology 100,424.0 $1.5M 0.00% NEW $14.61 +19.6%
159 VSNT VERSANT MEDIA GROUP INC Industrials 40,633.0 $1.5M 0.00% NEW $36.01 +7.6%
160 BVS BIOVENTUS INC Healthcare 154,826.0 $1.5M 0.00% NEW $9.44 +52.3%
Page 8 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%