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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 63 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ENVA ENOVA INTL INC Financial Services 6,245.0 $1.5M 0.00% +6K +2991.6% $240.76 +0.9%
1242 ERIE ERIE INDTY CO Financial Services 6,207.0 $1.5M 0.00% +6K +992.8% $239.75 +10.5%
1243 FNDE SCHWAB STRATEGIC TR 37,493.0 $1.5M 0.00% +34K +880.0% $39.68 +5.5%
1244 SMLF ISHARES TR 16,676.0 $1.5M 0.00% +17K +10000.0% $89.14 +0.2%
1245 ENOV ENOVIS CORPORATION Industrials 71,440.0 $1.5M 0.00% +71K +10000.0% $20.70 +25.9%
1246 SLAB SILICON LABORATORIES INC Technology 6,713.0 $1.5M 0.00% +6K +2452.5% $218.56 -0.3%
1247 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 110,479.0 $1.5M 0.00% +109K +9326.5% $13.28 -18.1%
1248 OGS ONE GAS INC Utilities 19,030.0 $1.5M 0.00% +18K +2618.6% $77.07 +2.3%
1249 NSP INSPERITY INC Industrials 35,478.0 $1.5M 0.00% +24K +207.1% $41.31 +27.8%
1250 PBF PBF ENERGY INC Energy 32,151.0 $1.5M 0.00% +31K +2199.8% $45.52 +61.5%
1251 LIBERTY MEDIA CORP DEL 15,370.0 $1.5M 0.00% +15K +2261.0% $95.14
1252 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 20,297.0 $1.5M 0.00% +19K +2342.5% $71.74 +1.0%
1253 DFUV DIMENSIONAL ETF TRUST 26,407.0 $1.5M 0.00% +4K +19.1% $55.01 +4.4%
1254 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 147,939.0 $1.5M 0.00% +147K +10000.0% $9.81 +1.0%
1255 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,527.0 $1.4M 0.00% +131.0 +2.4% $261.37 +30.8%
1256 BAI BLACKROCK ETF TRUST 27,206.0 $1.4M 0.00% +26K +3642.2% $52.72 -16.0%
1257 RXO RXO INC Industrials 51,401.0 $1.4M 0.00% +51K +7560.4% $27.59 -18.3%
1258 CRVL CORVEL CORP Financial Services 22,681.0 $1.4M 0.00% +22K +8725.3% $62.52 +12.2%
1259 CWEN CLEARWAY ENERGY INC Utilities 41,326.0 $1.4M 0.00% +36K +751.9% $34.18 -4.7%
1260 SCSC SCANSOURCE INC Technology 27,112.0 $1.4M 0.00% +27K +10000.0% $52.09 +4.3%
Page 63 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%