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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 56 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 HL HECLA MINING COMPANY Basic Materials 133,587.0 $2.1M 0.00% +130K +4077.2% $15.43 +34.3%
1102 UBSI UNITED BANKSHARES INC WEST V Financial Services 44,910.0 $2.1M 0.00% +44K +3199.8% $45.83 +4.3%
1103 CUZ COUSINS PPTYS INC Real Estate 68,406.0 $2.1M 0.00% +67K +3554.2% $29.98 -1.0%
1104 MHO M/I HOMES INC Consumer Cyclical 12,725.0 $2.0M 0.00% +13K +6392.4% $160.79 -5.2%
1105 CPB THE CAMPBELLS COMPANY Consumer Defensive 91,425.0 $2.0M 0.00% +79K +611.9% $22.27 +7.5%
1106 MTRN MATERION CORP Basic Materials 6,826.0 $2.0M 0.00% +7K +4607.6% $297.37 -22.0%
1107 PJT PJT PARTNERS INC Financial Services 13,436.0 $2.0M 0.00% +13K +10000.0% $150.94 +15.9%
1108 VAW VANGUARD WORLD FD 8,844.0 $2.0M 0.00% +7K +306.4% $228.79 +4.7%
1109 HOPE HOPE BANCORP INC Financial Services 147,424.0 $2.0M 0.00% +146K +10000.0% $13.68 +2.1%
1110 BDC BELDEN INC Technology 16,799.0 $2.0M 0.00% +17K +6191.8% $119.91 +2.1%
1111 VIRT VIRTU FINL INC Financial Services 33,614.0 $2.0M 0.00% +30K +966.1% $59.57 +14.0%
1112 GTLS CHART INDS INC Industrials 9,580.0 $2.0M 0.00% +9K +1217.7% $208.93 +0.5%
1113 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 36,437.0 $2.0M 0.00% +35K +2255.3% $54.90 -18.9%
1114 PREF PRINCIPAL EXCHANGE TRADED FD 104,673.0 $2.0M 0.00% +104K +10000.0% $19.06 -1.2%
1115 HP HELMERICH & PAYNE INC Energy 60,781.0 $2.0M 0.00% +44K +261.0% $32.74 +33.0%
1116 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 39,862.0 $2.0M 0.00% +39K +2883.7% $49.86 +14.7%
1117 DLB DOLBY LABORATORIES INC Technology 37,604.0 $2.0M 0.00% +37K +4940.8% $52.58 +24.1%
1118 TTEK TETRA TECH INC NEW Industrials 68,383.0 $2.0M 0.00% +65K +1740.7% $28.89 +28.1%
1119 AUB ATLANTIC UN BANKSHARES CORP Financial Services 46,621.0 $2.0M 0.00% +45K +2248.7% $42.31 -2.7%
1120 CWT CALIFORNIA WTR SVC GROUP Utilities 40,353.0 $2.0M 0.00% +40K +10000.0% $48.65 +1.8%
Page 56 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%