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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 48 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TEX TEREX CORP NEW Industrials 42,727.0 $3.1M 0.01% +42K +3618.6% $72.39 -8.2%
942 SPLV INVESCO EXCH TRADED FD TR II 41,214.0 $3.1M 0.01% +35K +608.8% $74.90 +0.5%
943 IBDU ISHARES TR 133,196.0 $3.1M 0.01% +105K +366.8% $23.16 -0.5%
944 CMC COMMERCIAL METALS CO Basic Materials 48,548.0 $3.0M 0.01% +47K +3375.2% $62.75 +5.7%
945 PTCT PTC THERAPEUTICS INC Healthcare 37,328.0 $3.0M 0.01% +37K +10000.0% $81.57 -14.4%
946 LAD LITHIA MTRS INC Consumer Cyclical 10,480.0 $3.0M 0.01% +10K +3603.2% $290.48 +27.6%
947 EL LAUDER ESTEE COS INC Consumer Defensive 38,428.0 $3.0M 0.01% +27K +241.8% $78.95 +29.1%
948 BAX BAXTER INTL INC Healthcare 142,238.0 $3.0M 0.01% +99K +230.1% $21.32 +23.5%
949 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 112,556.0 $3.0M 0.01% +112K +10000.0% $26.85 -5.1%
950 VCYT VERACYTE INC Healthcare 51,401.0 $3.0M 0.01% +51K +10000.0% $58.73 -28.0%
951 AA ALCOA CORP Basic Materials 57,148.0 $3.0M 0.01% +55K +2763.1% $52.14 -0.6%
952 MOS MOSAIC CO Basic Materials 139,778.0 $3.0M 0.01% +116K +488.6% $21.19 +15.2%
953 MTN VAIL RESORTS INC Consumer Cyclical 21,709.0 $3.0M 0.01% +21K +6322.8% $136.15 +12.2%
954 SM SM ENERGY COMPANY Energy 112,618.0 $2.9M 0.01% +111K +9625.2% $26.10 +42.5%
955 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 26,276.0 $2.9M 0.01% +25K +1983.7% $111.79 -6.1%
956 NTNX NUTANIX INC Technology 57,606.0 $2.9M 0.01% +57K +8036.4% $50.96 +32.7%
957 ACMR ACM RESH INC Technology 23,063.0 $2.9M 0.01% +23K +10000.0% $126.89 -37.4%
958 XMMO INVESCO EXCHANGE TRADED FD T 17,143.0 $2.9M 0.01% +16K +1042.9% $170.14 -7.7%
959 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 34,605.0 $2.9M 0.01% +33K +2267.0% $84.21 -11.4%
960 BALL BALL CORP Consumer Cyclical 46,672.0 $2.9M 0.01% +37K +381.4% $62.40 +1.9%
Page 48 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%