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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 60 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LULU LULULEMON ATHLETICA INC Consumer Cyclical 14,988.0 $1.7M 0.00% +10K +195.1% $114.18 +6.0%
1182 NGVT INGEVITY CORP Basic Materials 22,767.0 $1.7M 0.00% +23K +10000.0% $74.67 -5.9%
1183 CATY CATHAY GEN BANCORP Financial Services 27,396.0 $1.7M 0.00% +27K +3165.3% $61.99 +0.5%
1184 STIP ISHARES TR 16,595.0 $1.7M 0.00% +15K +929.5% $102.16 -1.2%
1185 LNTH LANTHEUS HLDGS INC Healthcare 15,276.0 $1.7M 0.00% +15K +2623.0% $110.94 -9.9%
1186 FELE FRANKLIN ELEC INC Industrials 15,798.0 $1.7M 0.00% +16K +7016.2% $107.19 -2.9%
1187 ETSY INC 22,460.0 $1.7M 0.00% +22K +3136.3% $75.33
1188 QRVO QORVO INC Technology 18,104.0 $1.7M 0.00% +18K +3315.8% $93.27 +2.5%
1189 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 70,683.0 $1.7M 0.00% +44K +164.2% $23.88 -1.1%
1190 KMPR KEMPER CORP Financial Services 62,512.0 $1.7M 0.00% +62K +8741.9% $26.96 +0.3%
1191 VLUE ISHARES TR 8,431.0 $1.7M 0.00% +8K +10000.0% $199.81 +1.4%
1192 BSCR INVESCO EXCH TRD SLF IDX FD 85,838.0 $1.7M 0.00% +52K +153.7% $19.61 +0.3%
1193 KMX CARMAX INC Consumer Cyclical 31,823.0 $1.7M 0.00% +29K +885.5% $52.89 +17.5%
1194 LUMN LUMEN TECHNOLOGIES INC Communication Services 217,733.0 $1.7M 0.00% +212K +3663.1% $7.68 -22.7%
1195 PEY INVESCO EXCHANGE TRADED FD T 71,883.0 $1.7M 0.00% +65K +1000.1% $23.18 +8.6%
1196 DON WISDOMTREE TR 29,475.0 $1.7M 0.00% +28K +1514.2% $56.52 +3.1%
1197 CART MAPLEBEAR INC Consumer Cyclical 35,117.0 $1.7M 0.00% +34K +3203.6% $47.35 +5.2%
1198 ILCG ISHARES TR 14,147.0 $1.7M 0.00% +12K +621.8% $117.02 -1.8%
1199 INGRAM MICRO HLDG CORP 60,193.0 $1.7M 0.00% +60K +10000.0% $27.43
1200 PCTY PAYLOCITY HLDG CORP Technology 15,776.0 $1.6M 0.00% +10K +195.9% $104.53 +46.7%
Page 60 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%