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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 96 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 FELG FIDELITY COVINGTON TRUST 3,631.0 $159K +4K +5087.1% $43.75 +1.0%
1902 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 9,309.0 $158K +9K +1483.2% $16.94 +22.9%
1903 ASGN EVERFORTH INC Technology 8,720.0 $156K +8K +2599.7% $17.87 +17.3%
1904 HUN HUNTSMAN CORP Basic Materials 14,609.0 $155K +5K +45.9% $10.62 -5.4%
1905 PCN PIMCO CORPORATE & INCM STRG Financial Services 12,871.0 $154K +10K +329.0% $11.95 -2.2%
1906 HTLD HEARTLAND EXPRESS INC Industrials 10,072.0 $153K +10K +3497.1% $15.22 -16.2%
1907 FDIS FIDELITY COVINGTON TRUST 1,484.0 $153K +1K +477.4% $102.81 -1.2%
1908 HZO MARINEMAX INC Consumer Cyclical 4,162.0 $152K +4K +3583.2% $36.62 +42.5%
1909 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 10,041.0 $151K +10K +10000.0% $15.08 -19.3%
1910 CCOI COGENT COMM HOLDINGS INC Communication Services 10,818.0 $150K +10K +2103.3% $13.88 -27.0%
1911 PLUG PLUG PWR INC Industrials 54,936.0 $149K +55K +10000.0% $2.71 -20.3%
1912 KXI ISHARES TR 2,187.0 $148K +923.0 +73.0% $67.53 +1.6%
1913 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 7,300.0 $147K +7K +1334.2% $20.18 +5.7%
1914 DFH DREAM FINDERS HOMES INC Consumer Cyclical 8,441.0 $146K +8K +1651.2% $17.26 -17.2%
1915 BBSI BARRETT BUSINESS SVCS INC Industrials 3,953.0 $140K +4K +772.6% $35.52 -7.2%
1916 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,072.0 $140K +3K +2972.0% $45.52 +9.8%
1917 ONEQ FIDELITY COMWLTH TR 1,354.0 $140K +812.0 +149.8% $103.22 +0.3%
1918 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 4,441.0 $139K +4K +1994.8% $31.40 +10.4%
1919 HMC HONDA MOTOR CO LTD Consumer Cyclical 5,091.0 $138K +228.0 +4.7% $27.11 +17.9%
1920 NAVI NAVIENT CORPORATION Financial Services 16,153.0 $137K +16K +5320.5% $8.51 +5.8%
Page 96 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%