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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 22 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VTWO VANGUARD SCOTTSDALE FDS 94,141.0 $11.4M 0.02% +92K +3737.8% $121.42 -0.0%
422 CMS CMS ENERGY CORP Utilities 148,979.0 $11.4M 0.02% +111K +294.5% $76.50 -7.1%
423 DASH DOORDASH INC Communication Services 61,686.0 $11.4M 0.02% +42K +218.6% $184.53 +17.2%
424 DTE DTE ENERGY CO Utilities 74,627.0 $11.4M 0.02% +67K +862.3% $152.37 -8.0%
425 MLM MARTIN MARIETTA MATLS INC Basic Materials 19,649.0 $11.3M 0.02% +12K +144.2% $576.69 -9.3%
426 EW EDWARDS LIFESCIENCES CORP Healthcare 125,253.0 $11.3M 0.02% +101K +426.1% $90.46 +0.6%
427 TRGP TARGA RES CORP Energy 42,168.0 $11.3M 0.02% +31K +267.6% $268.14 +11.1%
428 F FORD MTR CO Consumer Cyclical 810,911.0 $11.3M 0.02% +616K +316.7% $13.90 +0.3%
429 WMS ADVANCED DRAIN SYS INC DEL Industrials 71,094.0 $11.2M 0.02% +23K +48.4% $156.96 -8.2%
430 KVUE KENVUE INC Consumer Defensive 583,826.0 $11.2M 0.02% +358K +159.0% $19.11 -1.6%
431 WAB WABTEC Industrials 41,382.0 $11.2M 0.02% +34K +492.0% $269.60 +9.3%
432 SYF SYNCHRONY FINANCIAL Financial Services 144,705.0 $11.0M 0.02% +115K +382.6% $76.05 +6.0%
433 EME EMCOR GROUP INC Industrials 13,239.0 $11.0M 0.02% +11K +471.6% $829.91 -0.6%
434 ED CONSOLIDATED EDISON INC Utilities 99,128.0 $11.0M 0.02% +81K +449.3% $110.63 -1.3%
435 CNC CENTENE CORP DEL Healthcare 168,616.0 $10.8M 0.02% +81K +93.3% $64.19 +1.6%
436 GSLC GOLDMAN SACHS ETF TR 75,986.0 $10.8M 0.02% +71K +1385.8% $141.89 +3.5%
437 AVLV AMERICAN CENTY ETF TR 117,717.0 $10.7M 0.02% +18K +18.4% $91.21 +3.4%
438 BNDX VANGUARD CHARLOTTE FDS 219,376.0 $10.6M 0.02% +182K +481.4% $48.43 -1.7%
439 TWLO TWILIO INC Communication Services 51,275.0 $10.6M 0.02% +37K +265.6% $206.33 +12.5%
440 WBD WARNER BROS DISCOVERY INC Communication Services 392,493.0 $10.5M 0.02% +295K +304.3% $26.66 +6.8%
Page 22 of 110  ·  2,190 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%