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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 86 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ANIK ANIKA THERAPEUTICS INC Healthcare 70.0 $1K NEW $14.63 +46.8%
1702 SIBN SI BONE INC Healthcare 61.0 $996.0 NEW $16.33 +14.5%
1703 EQPT EQUIPMENTSHARE COM INC Industrials 51.0 $994.0 NEW $19.49 +10.0%
1704 ZIP ZIPRECRUITER INC Industrials 264.0 $990.0 NEW $3.75 +29.6%
1705 NKTR NEKTAR THERAPEUTICS Healthcare 14.0 $977.0 NEW $69.79 +4.1%
1706 WCLD WISDOMTREE TR 30.0 $962.0 NEW $32.07 +24.0%
1707 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 84.0 $961.0 NEW $11.44 -3.5%
1708 LMNR LIMONEIRA CO Consumer Defensive 70.0 $919.0 NEW $13.13 +5.0%
1709 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 110.0 $910.0 NEW $8.27 -4.5%
1710 MMED MINIMED GROUP INC Healthcare 60.0 $902.0 NEW $15.03 +29.9%
1711 RMCF ROCKY MTN CHOCOLATE FACTORY Consumer Defensive 1,000.0 $890.0 NEW $0.89 +53.9%
1712 AMBQ AMBIQ MICRO INC Technology 10.0 $883.0 NEW $88.30 -23.1%
1713 WIA WESTERN ASSET INFLT LNK INC Financial Services 108.0 $878.0 NEW $8.13 -2.0%
1714 GSEU GOLDMAN SACHS ETF TR 18.0 $874.0 NEW $48.56 +4.1%
1715 INGN INOGEN INC Healthcare 135.0 $871.0 NEW $6.45 -11.5%
1716 OLPX OLAPLEX HLDGS INC Consumer Cyclical 420.0 $861.0 NEW $2.05 +1.0%
1717 ORACLE CORP 19.0 $854.0 NEW $44.95
1718 SGHT SIGHT SCIENCES INC Healthcare 152.0 $824.0 NEW $5.42 +52.0%
1719 APPLIED AEROSPACE & DEFENSE 34.0 $768.0 NEW $22.59
1720 YEXT YEXT INC Technology 155.0 $724.0 NEW $4.67 +25.0%
Page 86 of 91  ·  1,815 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%