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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 27 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TKR TIMKEN CO Industrials 56,181.0 $8.2M 0.01% +48K +601.6% $145.32 -13.5%
522 CATH GLOBAL X FDS 91,725.0 $8.1M 0.01% +32K +53.5% $88.50 +3.3%
523 PODD INSULET CORP Healthcare 53,206.0 $8.1M 0.01% +45K +519.8% $152.25 -0.5%
524 ZTS ZOETIS INC Healthcare 112,370.0 $8.1M 0.01% +39K +53.2% $71.86 +6.7%
525 KR KROGER CO Consumer Defensive 145,368.0 $8.1M 0.01% +78K +116.8% $55.53 +1.3%
526 SON SONOCO PRODS CO Consumer Cyclical 142,678.0 $8.0M 0.01% +124K +682.3% $56.35 +2.8%
527 GDX VANECK ETF TRUST 106,476.0 $8.0M 0.01% +106K +10000.0% $75.45 +29.0%
528 SAIA SAIA INC Industrials 19,070.0 $8.0M 0.01% +18K +1358.0% $421.15 -14.7%
529 SMIG ETF SER SOLUTIONS 243,529.0 $8.0M 0.01% +57K +30.6% $32.81 +0.7%
530 MKC MCCORMICK & CO INC Consumer Defensive 156,942.0 $7.9M 0.01% +40K +34.5% $50.42 +12.0%
531 USIG ISHARES TR 154,178.0 $7.9M 0.01% +145K +1592.6% $51.29 -1.7%
532 DT DYNATRACE INC Technology 179,510.0 $7.9M 0.01% +163K +1020.5% $43.91 +13.0%
533 KEX KIRBY CORP Industrials 57,815.0 $7.9M 0.01% +57K +7723.4% $135.97 +2.0%
534 VMI VALMONT INDS INC Industrials 13,597.0 $7.9M 0.01% +10K +242.9% $577.60 -16.1%
535 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 24,721.0 $7.8M 0.01% +4K +17.7% $317.53 -5.3%
536 AEE AMEREN CORP Utilities 69,322.0 $7.8M 0.01% +64K +1092.9% $113.04 -3.3%
537 ROP ROPER TECHNOLOGIES INC Industrials 23,074.0 $7.8M 0.01% +11K +95.1% $338.38 +20.4%
538 GH GUARDANT HEALTH INC Healthcare 51,904.0 $7.8M 0.01% +48K +1164.4% $150.03 +8.9%
539 EWBC EAST WEST BANCORP INC Financial Services 60,185.0 $7.8M 0.01% +38K +173.3% $129.09 +1.0%
540 VMC VULCAN MATLS CO Basic Materials 26,169.0 $7.7M 0.01% +22K +506.3% $295.00 -6.3%
Page 27 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%