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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 186 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 APPS DIGITAL TURBINE INC Technology 911.0 $12K NEW $12.90 -16.7%
3702 GNT GAMCO NAT RES GOLD & INCOME Financial Services 1,440.0 $12K NEW $8.15 +12.8%
3703 IGLD FIRST TR EXCHANGE-TRADED FD 556.0 $12K NEW $21.06 +7.9%
3704 TETRA TECH INC NEW 11,000.0 $12K NEW $1.05
3705 RGR STURM RUGER & CO INC Industrials 304.0 $12K +178.0 +141.3% $37.85 +1.7%
3706 JANUS LIVING INC 400.0 $11K NEW $28.74
3707 PSEC PROSPECT CAP CORP Financial Services 4,932.0 $11K +732.0 +17.4% $2.31 -0.2%
3708 LTC LTC PPTYS INC Real Estate 293.0 $11K +49.0 +20.1% $38.45 +5.2%
3709 XFLT XAI FLOATING RATE & ALTER IN Financial Services 641.0 $11K NEW $17.56 +11.5%
3710 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 1,836.0 $11K NEW $6.12 -5.7%
3711 KMLM KRANESHARES TRUST 408.0 $11K $27.52 +5.7%
3712 VERX VERTEX INC Technology 977.0 $11K -187.0 -16.1% $11.48 +18.4%
3713 MOV MOVADO GROUP INC Consumer Cyclical 285.0 $11K +275.0 +2750.0% $39.31 -11.4%
3714 KARS KRANESHARES TRUST 355.0 $11K NEW $31.53 -1.6%
3715 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,380.0 $11K NEW $8.11 -17.7%
3716 WGS GENEDX HOLDINGS CORP Healthcare 163.0 $11K NEW $68.61 +23.6%
3717 SUNCRETE INC 496.0 $11K NEW $22.52
3718 SOUTHERN CO 11,000.0 $11K NEW $1.01
3719 ATEC ALPHATEC HLDGS INC Healthcare 1,280.0 $11K -20K -93.9% $8.65 +7.1%
3720 MATIV HOLDINGS INC 1,451.0 $11K +1K +2987.2% $7.57
Page 186 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%