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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 37 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 COLD AMERICOLD REALTY TRUST INC Real Estate 47,114.0 $606K 0.00% -9K -16.0% $12.86 +12.3%
722 IYW ISHARES TR 3,034.0 $606K 0.00% +137.0 +4.7% $199.68 +20.2%
723 DGRW WISDOMTREE TR 6,710.0 $600K 0.00% -79.0 -1.2% $89.43 +7.3%
724 FTV FORTIVE CORP Technology 10,860.0 $600K 0.00% -534.0 -4.7% $55.21 +6.9%
725 DLX DELUXE CORP Communication Services 26,758.0 $598K 0.00% $22.33 +5.6%
726 TYL TYLER TECHNOLOGIES INC Technology 1,314.0 $596K 0.00% +12.0 +0.9% $453.95 -30.1%
727 APG API GROUP CORP Industrials 15,554.0 $595K 0.00% -252.0 -1.6% $38.26 +8.5%
728 COMERICA INC 6,809.0 $592K 0.00% -673.0 -9.0% $86.93
729 PZZA PAPA JOHNS INTL INC Consumer Cyclical 15,375.0 $592K 0.00% +2K +13.1% $38.49 -16.0%
730 IOT SAMSARA INC Technology 16,652.0 $590K 0.00% +5K +48.7% $35.45 -15.0%
731 AGYS AGILYSYS INC Technology 4,963.0 $590K 0.00% -110.0 -2.2% $118.84 -33.1%
732 DAYFORCE INC 8,424.0 $583K 0.00% +177.0 +2.1% $69.16
733 AEE AMEREN CORP Utilities 5,811.0 $580K 0.00% +542.0 +10.3% $99.86 +10.0%
734 IVZ INVESCO LTD Financial Services 22,004.0 $578K 0.00% -866.0 -3.8% $26.27 +2.7%
735 SWK STANLEY BLACK & DECKER INC Industrials 7,766.0 $577K 0.00% +545.0 +7.5% $74.28 +0.9%
736 PULS PGIM ETF TR 11,632.0 $577K 0.00% NEW $49.59 +0.2%
737 HPQ HP INC Technology 25,705.0 $573K 0.00% -9K -24.9% $22.28 -1.7%
738 MOS MOSAIC CO NEW Basic Materials 23,746.0 $572K 0.00% -362.0 -1.5% $24.09 -8.9%
739 SLF SUN LIFE FINANCIAL INC. Financial Services 9,146.0 $571K 0.00% -840.0 -8.4% $62.40 +17.0%
740 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,219.0 $570K 0.00% -55.0 -2.4% $256.77 +19.0%
Page 37 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%