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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 90 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ELVN ENLIVEN THERAPEUTICS INC Healthcare 4.0 $226.0 NEW $56.50 +5.4%
1782 NGS NATURAL GAS SVCS GROUP INC Energy 5.0 $216.0 NEW $43.20 -11.4%
1783 GEVO GEVO INC Basic Materials 134.0 $201.0 NEW $1.50 +6.7%
1784 DJCO DAILY JOURNAL CORP Technology $195.0 NEW
1785 FLOC FLOWCO HLDGS INC Energy 9.0 $192.0 NEW $21.33 +9.7%
1786 ASLE AERSALE CORPORATION Industrials 28.0 $177.0 NEW $6.32 -6.7%
1787 ASPN ASPEN AEROGELS INC Industrials 28.0 $175.0 NEW $6.25 -6.9%
1788 ESTC ELASTIC N V Technology 3.0 $171.0 NEW $57.00 +46.4%
1789 OCCI OFS CREDIT COMPANY INC Financial Services 51.0 $131.0 NEW $2.57 -3.8%
1790 VCEB VANGUARD WORLD FD 2.0 $126.0 NEW $63.00 -2.7%
1791 RXST RXSIGHT INC Healthcare 24.0 $116.0 NEW $4.83 +34.1%
1792 RMTI ROCKWELL MED INC Healthcare 163.0 $90.0 NEW $0.55 +1255.6%
1793 DMO WESTERN ASSET MTG DEFINED OP Financial Services 7.0 $75.0 NEW $10.71 -2.2%
1794 LTBR LIGHTBRIDGE CORP Industrials 8.0 $70.0 NEW $8.75 -6.9%
1795 SUTRO BIOPHARMA INC 2.0 $66.0 NEW $33.00
1796 PBYI PUMA BIOTECHNOLOGY INC Healthcare 8.0 $65.0 NEW $8.12 +8.6%
1797 RAIL FREIGHTCAR AMER INC Industrials 7.0 $64.0 NEW $9.14 -18.8%
1798 RMT ROYCE MICRO-CAP TR INC Financial Services 4.0 $59.0 NEW $14.75 -0.9%
1799 JELD JELD-WEN HLDG INC Industrials 38.0 $57.0 NEW $1.50 +24.7%
1800 SATL SATELLOGIC INC Technology 10.0 $57.0 NEW $5.70 +1.9%
Page 90 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%