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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.6B AUM 992 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 216 New 403 Added 306 Reduced 36 Exited
Page 29 of 50  ·  992 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NYT NEW YORK TIMES CO CL A Communication Services 5,883.0 $412K 0.01% -358.0 -5.7% $69.98 -2.1%
562 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,805.0 $412K 0.01% -2K -16.7% $38.10 +3.5%
563 MOH MOLINA HEALTHCARE INC Healthcare 1,798.0 $411K 0.01% +101.0 +6.0% $228.70 -13.1%
564 OSK OSHKOSH CORP COM Industrials 2,676.0 $411K 0.01% +124.0 +4.9% $153.48 +0.6%
565 OTTR OTTER TAIL CORP COM Utilities 4,554.0 $410K 0.01% +36.0 +0.8% $89.98 +1.5%
566 ENSG ENSIGN GROUP INC COM Healthcare 2,544.0 $408K 0.01% -157.0 -5.8% $160.30 +7.8%
567 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,402.0 $407K 0.01% -234.0 -14.3% $290.59 -9.7%
568 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 9,265.0 $406K 0.01% NEW $43.86 -5.5%
569 FFIV F5 INC Technology 977.0 $406K 0.01% +278.0 +39.8% $415.86 -3.8%
570 TPL TEXAS PACIFIC LAND CORPORATION Energy 927.0 $406K 0.01% NEW $437.64 -17.1%
571 LFUS LITTELFUSE INC COM Technology 889.0 $405K 0.01% -158.0 -15.1% $455.33 -10.5%
572 AAL AMERICAN AIRLS GROUP INC COM Industrials 22,295.0 $403K 0.01% +2K +8.1% $18.07 -23.9%
573 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 11,835.0 $402K 0.01% -2K -15.1% $34.00 +12.1%
574 SAIA SAIA INC COM Industrials 955.0 $402K 0.01% -55.0 -5.5% $421.16 -16.9%
575 MEDP MEDPACE HLDGS INC COM Healthcare 759.0 $402K 0.01% +9.0 +1.2% $529.59 +14.5%
576 SPACE EXPLORATION TECHN-CL A 2,348.0 $401K 0.01% NEW $170.86
577 KNX KNIGHT-SWIFT TRANSN HLDGS INC Industrials 5,144.0 $401K 0.01% -39.0 -0.8% $77.87 -14.0%
578 WHD CACTUS INC CL A Energy 7,811.0 $400K 0.01% NEW $51.23 +34.1%
579 AYI ACUITY INC Industrials 1,062.0 $400K 0.01% +25.0 +2.4% $376.66 -11.5%
580 BHE BENCHMARK ELECTRS INC COM Technology 4,042.0 $399K 0.01% NEW $98.67 -26.7%
Page 29 of 50  ·  992 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 32.1%
Financial Services 21.8%
Industrials 12.4%
Consumer Cyclical 8.1%
Communication Services 7.1%
Healthcare 6.4%
Consumer Defensive 4.5%
Utilities 2.9%
Energy 2.2%
Real Estate 1.2%