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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 2 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NXPI NXP SEMICONDUCTORS N V Technology 16,818.0 $4.7M 0.01% -2K -11.3% $281.03 -16.2%
22 SPG SIMON PPTY GROUP INC NEW Real Estate 18,161.0 $4.1M 0.01% -990.0 -5.2% $223.65 -1.3%
23 SBAC SBA COMMUNICATIONS CORP Real Estate 21,101.0 $3.7M 0.01% -5K -18.9% $176.46 +4.2%
24 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 29,068.0 $3.7M 0.01% -1K -3.7% $127.90 -8.5%
25 RIO RIO TINTO PLC Basic Materials 36,634.0 $3.5M 0.01% -748.0 -2.0% $94.93 +1.9%
26 O REALTY INCOME CORP Real Estate 46,542.0 $2.9M 0.01% -440.0 -0.9% $61.96 +0.5%
27 IRM IRON MTN INC DEL Real Estate 22,163.0 $2.8M 0.01% -627.0 -2.8% $126.31 +1.8%
28 CHDN CHURCHILL DOWNS INC Consumer Cyclical 26,461.0 $2.4M 0.00% -26K -49.7% $89.64 -1.1%
29 BAP CREDICORP LTD Financial Services 5,804.0 $2.3M 0.00% -228.0 -3.8% $389.58 -2.9%
30 NTES NETEASE COM INC Technology 16,276.0 $2.1M 0.00% -568.0 -3.4% $128.14 -2.8%
31 HLN HALEON PLC Healthcare 217,576.0 $2.0M 0.00% -3K -1.4% $9.33 +2.8%
32 SONY SONY GROUP CORP Technology 101,177.0 $2.0M 0.00% -17K -14.7% $20.06 +17.6%
33 NVO NOVO-NORDISK A S Healthcare 38,132.0 $1.8M 0.00% -4K -9.6% $47.94 -6.3%
34 CCI CROWN CASTLE INC Real Estate 22,937.0 $1.7M 0.00% -5K -17.9% $75.73 -1.6%
35 RNR RENAISSANCERE HLDGS LTD Financial Services 5,474.0 $1.7M 0.00% -129.0 -2.3% $316.90 +0.9%
36 SAN BANCO SANTANDER SA Financial Services 113,083.0 $1.6M 0.00% -16K -12.6% $13.80 +5.7%
37 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 78,032.0 $1.6M 0.00% -4K -4.6% $19.89 +15.9%
38 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,271.0 $1.5M 0.00% -3K -45.3% $459.13 +7.7%
39 BTI BRITISH AMERN TOB PLC Consumer Defensive 23,612.0 $1.5M 0.00% -2K -8.8% $61.76 -9.7%
40 PCY INVESCO EXCH TRADED FD TR II 64,994.0 $1.4M 0.00% -6K -8.5% $21.65 -2.6%
Page 2 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%