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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 7 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IUSB ISHARES TR 1,980,257.0 $91.4M 0.15% +2.0M +10000.0% $46.15 -1.6%
122 GILD GILEAD SCIENCES INC Healthcare 719,424.0 $90.9M 0.15% +277K +62.7% $126.34 +10.0%
123 ITW ILLINOIS TOOL WKS INC Industrials 324,423.0 $87.7M 0.14% +43K +15.3% $270.47 +6.2%
124 SCHD SCHWAB STRATEGIC TR 2,764,001.0 $87.6M 0.14% +214K +8.4% $31.71 +8.1%
125 LOW LOWES COS INC Consumer Cyclical 397,454.0 $87.6M 0.14% +123K +45.0% $220.49 -2.1%
126 CMI CUMMINS INC Industrials 122,746.0 $87.5M 0.14% +32K +35.4% $713.21 -10.1%
127 APH AMPHENOL CORP Technology 494,504.0 $87.2M 0.14% +325K +191.0% $176.32 -3.1%
128 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 158,184.0 $85.7M 0.14% +158K +10000.0% $541.83 -6.2%
129 COP CONOCOPHILLIPS Energy 817,934.0 $85.0M 0.14% +469K +134.1% $103.96 +22.7%
130 ADI ANALOG DEVICES INC Technology 209,923.0 $83.4M 0.14% +115K +121.1% $397.17 -1.7%
131 BND VANGUARD BD INDEX FDS 1,107,699.0 $81.3M 0.13% +979K +757.6% $73.41 -1.7%
132 C CITIGROUP INC Financial Services 558,591.0 $78.2M 0.13% +414K +286.6% $139.96 -1.0%
133 VGK VANGUARD INTL EQUITY INDEX F 863,735.0 $76.5M 0.12% +859K +10000.0% $88.54 +4.0%
134 SNPS SYNOPSYS INC Technology 165,376.0 $73.8M 0.12% +4K +2.3% $446.07 -7.4%
135 HYLB DBX ETF TR 2,016,020.0 $73.6M 0.12% +1.4M +206.6% $36.52 -0.5%
136 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 248,566.0 $72.9M 0.12% +127K +103.8% $293.18 +2.6%
137 IWP ISHARES TR 491,388.0 $71.9M 0.12% +289K +143.3% $146.41 +0.9%
138 FCX FREEPORT MCMORAN INC Basic Materials 1,136,005.0 $71.4M 0.12% +346K +43.8% $62.89 +8.8%
139 DFAC DIMENSIONAL ETF TRUST 1,581,492.0 $70.2M 0.11% +1.5M +3250.9% $44.36 +3.8%
140 SPYM SPDR SERIES TRUST 783,133.0 $68.8M 0.11% +134K +20.6% $87.88 +3.5%
Page 7 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%