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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 50 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 48,844.0 $2.8M 0.01% +48K +5945.1% $57.22 +16.6%
982 SOUTHSTATE BK CORP 27,841.0 $2.8M 0.01% +27K +2466.0% $99.90
983 OGE OGE ENERGY CORP Utilities 57,054.0 $2.8M 0.01% +51K +920.6% $48.66 -6.2%
984 FDS FACTSET RESH SYS INC Financial Services 12,038.0 $2.8M 0.00% +8K +223.5% $230.07 +30.4%
985 COKE COCA COLA CONS INC Consumer Defensive 14,469.0 $2.8M 0.00% +14K +2352.4% $190.92 -1.0%
986 FENI FIDELITY COVINGTON TRUST 68,706.0 $2.8M 0.00% +67K +3508.5% $40.13 +4.0%
987 CAG CONAGRA BRANDS INC Consumer Defensive 204,723.0 $2.8M 0.00% +163K +394.5% $13.46 +22.2%
988 MUR MURPHY OIL CORP Energy 84,304.0 $2.7M 0.00% +68K +414.7% $32.56 +14.9%
989 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 22,060.0 $2.7M 0.00% +22K +6312.8% $123.29 +9.1%
990 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 43,663.0 $2.7M 0.00% +42K +2951.2% $62.22 -31.6%
991 VSH VISHAY INTERTECHNOLOGY INC Technology 50,427.0 $2.7M 0.00% +50K +8549.6% $53.78 -41.2%
992 JMUB J P MORGAN EXCHANGE TRADED F 53,456.0 $2.7M 0.00% +52K +4354.7% $50.66 -1.9%
993 LPX LOUISIANA PAC CORP Basic Materials 34,379.0 $2.7M 0.00% +31K +883.7% $78.66 -7.0%
994 FFBC 1ST FINL BANCORP Financial Services 79,930.0 $2.7M 0.00% +51K +173.7% $33.83 -2.4%
995 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,899.0 $2.7M 0.00% +179.0 +1.8% $271.95 -15.2%
996 BHE BENCHMARK ELECTRS INC Technology 27,283.0 $2.7M 0.00% +27K +8644.5% $98.67 -26.4%
997 SCI SERVICE CORP INTL Consumer Cyclical 35,307.0 $2.7M 0.00% +34K +2176.4% $75.96 +9.7%
998 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,280.0 $2.7M 0.00% +1K +6300.0% $2080.49 +5.0%
999 PAYC PAYCOM SOFTWARE INC Technology 21,053.0 $2.6M 0.00% +18K +673.1% $125.68 +82.3%
1000 PINS PINTEREST INC Communication Services 125,641.0 $2.6M 0.00% +122K +3402.7% $21.03 +11.3%
Page 50 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%