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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 1 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 677,300.0 $201.8M 0.33% -54K -7.4% $297.89 -20.6%
2 ETN EATON CORP PLC Industrials 468,862.0 $199.8M 0.32% -19K -3.9% $426.12 +7.4%
3 GVI ISHARES TR 977,585.0 $103.7M 0.17% -9K -0.9% $106.09 -0.7%
4 CTAS CINTAS CORP Industrials 554,771.0 $94.4M 0.15% -3K -0.6% $170.08 +16.5%
5 HNI HNI CORP Industrials 1,499,640.0 $60.6M 0.10% -977K -39.4% $40.41 +18.9%
6 CB CHUBB LIMITED Financial Services 167,348.0 $57.0M 0.09% -4K -2.3% $340.74 +0.4%
7 SPGP INVESCO EXCHANGE TRADED FD T 370,698.0 $45.3M 0.07% -69K -15.7% $122.29 +4.4%
8 ACN ACCENTURE PLC IRELAND Technology 219,463.0 $27.3M 0.04% -116K -34.6% $124.44 +38.0%
9 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 25,854.0 $24.9M 0.04% -3K -11.0% $965.00 +3.0%
10 ASML ASML HLDG NV Technology 10,413.0 $20.7M 0.03% -2K -14.3% $1989.44 -5.1%
11 SNPE DBX ETF TR 247,359.0 $17.0M 0.03% -3K -1.2% $68.86 +4.1%
12 PSA PUBLIC STORAGE Real Estate 45,714.0 $14.6M 0.02% -1K -2.2% $318.31 +1.9%
13 WINN HARBOR ETF TRUST 393,256.0 $12.8M 0.02% -43K -9.9% $32.47 +4.7%
14 MDT MEDTRONIC PLC Healthcare 155,772.0 $12.2M 0.02% -46K -22.7% $78.23 +16.3%
15 TEL TE CONNECTIVITY PLC Technology 41,469.0 $8.4M 0.01% -2K -4.2% $201.61 +8.5%
16 ENB ENBRIDGE INC Energy 128,561.0 $7.0M 0.01% -2K -1.7% $54.21 -6.4%
17 EQIX EQUINIX INC Real Estate 6,022.0 $6.3M 0.01% -3K -34.4% $1042.39 +5.8%
18 SHEL SHELL PLC Energy 79,858.0 $6.2M 0.01% -2K -2.6% $77.54 +17.8%
19 USSG DBX ETF TR 86,608.0 $6.0M 0.01% -7K -7.4% $69.46 +4.3%
20 DLR DIGITAL RLTY TR INC Real Estate 26,724.0 $4.8M 0.01% -13K -33.0% $179.58 +10.8%
Page 1 of 11  ·  216 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%