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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 14 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PWR QUANTA SVCS INC Industrials 36,069.0 $26.0M 0.04% +30K +464.8% $720.05 -2.7%
262 VOT VANGUARD INDEX FDS 84,780.0 $26.0M 0.04% +33K +65.1% $306.30 +0.5%
263 ITOT ISHARES TR 157,983.0 $26.0M 0.04% +145K +1090.3% $164.27 +2.7%
264 PKG PACKAGING CORP AMER Consumer Cyclical 108,515.0 $25.9M 0.04% +33K +43.0% $238.28 +5.8%
265 SYY SYSCO CORP Consumer Defensive 307,713.0 $25.7M 0.04% +115K +59.8% $83.58 -1.7%
266 CORE SCIENTIFIC INC NEW 1,338,167.0 $25.2M 0.04% NEW $18.80
267 MET METLIFE INC Financial Services 295,371.0 $25.0M 0.04% +171K +136.7% $84.61 +14.7%
268 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 25,854.0 $24.9M 0.04% -3K -11.0% $965.00 -5.0%
269 VOE VANGUARD INDEX FDS 125,765.0 $24.9M 0.04% +44K +54.4% $197.60 +6.3%
270 LHX L3HARRIS TECHNOLOGIES INC Industrials 85,071.0 $24.7M 0.04% +57K +206.1% $290.59 -2.6%
271 SCZ ISHARES TR 298,877.0 $24.6M 0.04% +77K +34.9% $82.27 +4.3%
272 SPSM SPDR SERIES TRUST 425,872.0 $24.6M 0.04% +93K +27.8% $57.67 +0.0%
273 DGS WISDOMTREE TR 379,216.0 $24.5M 0.04% +17K +4.6% $64.71 -2.8%
274 TDG TRANSDIGM GROUP INC Industrials 18,378.0 $24.5M 0.04% +9K +86.1% $1332.06 -7.0%
275 CMCSA COMCAST CORP NEW Communication Services 980,301.0 $24.1M 0.04% +459K +88.1% $24.55 +6.3%
276 ROAD CONSTRUCTION PARTNERS INC Industrials 202,039.0 $24.0M 0.04% +201K +10000.0% $118.77 -2.7%
277 APP APPLOVIN CORP Technology 46,352.0 $23.9M 0.04% +40K +657.0% $515.24 -39.5%
278 HWM HOWMET AEROSPACE INC Industrials 88,069.0 $23.7M 0.04% +67K +322.8% $268.86 +6.7%
279 WST WEST PHARMACEUTICAL SVSC INC Healthcare 65,285.0 $23.4M 0.04% +56K +593.6% $359.00 -3.7%
280 BSX BOSTON SCIENTIFIC CORP Healthcare 548,462.0 $23.4M 0.04% +246K +81.3% $42.68 +19.5%
Page 14 of 217  ·  4,336 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%