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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 33 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OKTA OKTA INC Technology 44,571.0 $6.1M 0.01% +42K +1787.8% $136.45 -1.1%
642 AXSM AXSOME THERAPEUTICS INC. Healthcare 24,836.0 $6.1M 0.01% +22K +902.7% $244.76 -14.6%
643 FNF FIDELITY NATL FINL INC Financial Services 128,213.0 $6.0M 0.01% +125K +3573.7% $47.16 +1.7%
644 AIT APPLIED INDL TECHNOLOGIES IN Industrials 17,879.0 $6.0M 0.01% +16K +705.7% $338.15 +0.6%
645 VRSK VERISK ANALYTICS INC Industrials 33,620.0 $6.0M 0.01% +25K +307.1% $179.53 +4.8%
646 STLD STEEL DYNAMICS INC Basic Materials 26,283.0 $6.0M 0.01% +19K +267.0% $229.46 -3.5%
647 VLTO VERALTO CORP Industrials 67,760.0 $6.0M 0.01% +30K +80.8% $88.68 +12.6%
648 BWA BORGWARNER INC Consumer Cyclical 89,911.0 $6.0M 0.01% +63K +232.8% $66.40 -2.3%
649 AMLP ALPS ETF TR 114,270.0 $5.9M 0.01% +111K +3584.9% $51.85 +5.9%
650 RL RALPH LAUREN CORP Consumer Cyclical 14,625.0 $5.9M 0.01% +13K +592.5% $401.42 -7.5%
651 APG API GROUP CORP Industrials 138,623.0 $5.9M 0.01% +123K +791.2% $42.35 -0.2%
652 NRG NRG ENERGY INC Utilities 40,114.0 $5.9M 0.01% +25K +172.7% $146.06 -19.9%
653 AMTM AMENTUM HOLDINGS INC Industrials 281,815.0 $5.8M 0.01% +279K +10000.0% $20.67 -0.3%
654 POWL POWELL INDS INC Industrials 20,251.0 $5.8M 0.01% +20K +10000.0% $286.36 -30.5%
655 DYNF BLACKROCK ETF TRUST 85,218.0 $5.8M 0.01% +83K +3827.1% $68.01 +1.8%
656 GXO GXO LOGISTICS INCORPORATED Industrials 113,925.0 $5.8M 0.01% +113K +8898.8% $50.70 -10.3%
657 IUSV ISHARES TR 52,080.0 $5.7M 0.01% +48K +1319.1% $110.15 +4.5%
658 ANNALY CAPITAL MANAGEMENT IN 255,857.0 $5.7M 0.01% +246K +2573.2% $22.36
659 GLOBUS MED INC 72,164.0 $5.7M 0.01% +71K +5719.7% $79.01
660 AGCO AGCO CORP Industrials 47,513.0 $5.7M 0.01% +47K +6563.8% $119.70 -13.0%
Page 33 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%