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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 94 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 COTY COTY INC Consumer Defensive 86,431.0 $187K +84K +3242.3% $2.16 +39.8%
1862 TRUP TRUPANION INC Financial Services 7,470.0 $185K +7K +2864.3% $24.77 +23.8%
1863 ARGX ARGENX SE Healthcare 198.0 $184K +174.0 +725.0% $927.77 +10.3%
1864 WGO WINNEBAGO INDS INC Consumer Cyclical 5,871.0 $183K +6K +2220.6% $31.24 +4.5%
1865 MATW MATTHEWS INTL CORP Industrials 6,796.0 $183K +7K +10000.0% $26.92 -17.1%
1866 SMP STANDARD MTR PRODS INC Consumer Cyclical 4,681.0 $182K +4K +2172.3% $38.97 +0.1%
1867 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 11,243.0 $182K +10K +1024.3% $16.17 -1.9%
1868 CERT CERTARA INC Healthcare 27,322.0 $179K +27K +10000.0% $6.55 +25.5%
1869 BN BROOKFIELD CORP Financial Services 4,189.0 $178K +2K +75.5% $42.59 -0.0%
1870 LENNAR CORP 2,002.0 $178K +2K +10000.0% $88.73
1871 ILDR FIRST TR EXCHNG TRADED FD VI 4,500.0 $177K +4K +590.2% $39.25 -1.2%
1872 SABR SABRE CORP Consumer Cyclical 84,383.0 $176K +84K +10000.0% $2.09 +3.8%
1873 UPST UPSTART HLDGS INC Financial Services 4,974.0 $176K +4K +729.0% $35.43 -11.4%
1874 APLE APPLE HOSPITALITY REIT INC Real Estate 10,473.0 $176K +2K +22.6% $16.81 -2.7%
1875 IHI ISHARES TR 3,563.0 $176K +3K +2198.7% $49.41 +14.6%
1876 SCHL SCHOLASTIC CORP Communication Services 3,813.0 $175K +4K +3713.0% $46.00 -10.6%
1877 BSCV INVESCO EXCH TRD SLF IDX FD 10,654.0 $175K +10K +1341.7% $16.39 -0.6%
1878 OUSA ALPS ETF TR 2,988.0 $174K +3K +2034.3% $58.33 +7.3%
1879 HSBC HSBC HLDGS PLC Financial Services 1,832.0 $174K +241.0 +15.2% $95.09 +7.8%
1880 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 2,002.0 $172K +2K +1902.0% $85.99 -4.8%
Page 94 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%