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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 39 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HLI HOULIHAN LOKEY INC Financial Services 34,200.0 $4.6M 0.01% +18K +112.8% $134.13 -3.8%
762 CGCP CAPITAL GRP FIXED INCM ETF T 204,549.0 $4.6M 0.01% +203K +10000.0% $22.29 -1.3%
763 JBHT HUNT J B TRANS SVCS INC Industrials 15,752.0 $4.6M 0.01% +11K +262.1% $289.42 -4.8%
764 EXP EAGLE MATLS INC Basic Materials 20,234.0 $4.6M 0.01% +20K +4021.0% $225.01 -8.0%
765 STZ CONSTELLATION BRANDS INC Consumer Defensive 32,698.0 $4.5M 0.01% +23K +223.8% $139.09 -2.5%
766 CORT CORCEPT THERAPEUTICS INC Healthcare 51,914.0 $4.5M 0.01% +48K +1268.3% $86.95 +40.6%
767 WSM WILLIAMS SONOMA INC Consumer Cyclical 19,345.0 $4.5M 0.01% +10K +114.5% $233.10 +1.9%
768 RKT ROCKET COS INC Financial Services 285,554.0 $4.5M 0.01% +131K +85.1% $15.75 -11.6%
769 PAVE GLOBAL X FDS 76,156.0 $4.5M 0.01% +66K +664.9% $58.92 -4.3%
770 TRNS TRANSCAT INC Industrials 48,349.0 $4.5M 0.01% +48K +6329.4% $92.77 -0.3%
771 GNTX GENTEX CORP Consumer Cyclical 177,411.0 $4.5M 0.01% +171K +2788.5% $25.27 -6.5%
772 BOOT BOOT BARN HLDGS INC Consumer Cyclical 27,290.0 $4.5M 0.01% +27K +10000.0% $164.27 +0.8%
773 VTR VENTAS INC Real Estate 50,445.0 $4.5M 0.01% +7K +17.2% $88.80 +4.8%
774 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 23,146.0 $4.5M 0.01% +23K +3494.1% $193.23 +5.8%
775 CLX CLOROX CO DEL Consumer Defensive 46,849.0 $4.5M 0.01% +42K +879.9% $95.44 +11.8%
776 RVTY REVVITY INC Healthcare 40,069.0 $4.5M 0.01% +36K +1012.1% $111.26 +12.1%
777 DINO HF SINCLAIR CORP Energy 63,448.0 $4.4M 0.01% +60K +1997.5% $69.65 +39.7%
778 FIVE FIVE BELOW INC Consumer Cyclical 24,521.0 $4.4M 0.01% +24K +2318.2% $179.79 +39.2%
779 LEN LENNAR CORP Consumer Cyclical 48,604.0 $4.4M 0.01% +38K +363.6% $90.49 -3.8%
780 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 86,796.0 $4.4M 0.01% +85K +4958.0% $50.53 -3.0%
Page 39 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%