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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 18 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ROK ROCKWELL AUTOMATION INC Industrials 34,619.0 $17.1M 0.03% +30K +631.4% $495.07 -12.4%
342 SDY SPDR SERIES TRUST 112,373.0 $17.1M 0.03% +105K +1519.7% $152.18 +3.6%
343 SRE SEMPRA Utilities 183,966.0 $17.1M 0.03% +144K +359.1% $92.71 -6.0%
344 TLT ISHARES TR 197,346.0 $17.1M 0.03% +81K +68.9% $86.42 -5.5%
345 SNPE DBX ETF TR 247,359.0 $17.0M 0.03% -3K -1.2% $68.86 +3.0%
346 PLD PROLOGIS INC. Real Estate 124,958.0 $16.9M 0.03% +7K +6.2% $135.47 +3.4%
347 DGII DIGI INTL INC Technology 225,043.0 $16.9M 0.03% +223K +10000.0% $74.95 +8.1%
348 WSO WATSCO INC Industrials 40,467.0 $16.9M 0.03% +39K +2437.1% $416.73 -24.7%
349 TER TERADYNE INC Technology 34,515.0 $16.7M 0.03% +22K +182.5% $483.85 -16.4%
350 MSA MSA SAFETY INC Industrials 93,828.0 $16.4M 0.03% +93K +10000.0% $174.58 +8.5%
351 D DOMINION ENERGY INC Utilities 234,785.0 $16.0M 0.03% +143K +154.4% $68.29 +0.5%
352 SCHP SCHWAB STRATEGIC TR 599,589.0 $15.9M 0.03% +401K +202.1% $26.50 -2.1%
353 BDX BECTON DICKINSON & CO Healthcare 104,816.0 $15.9M 0.03% +77K +280.5% $151.33 +19.5%
354 AFL AFLAC INC Financial Services 135,271.0 $15.9M 0.03% +75K +124.0% $117.25 +3.8%
355 SSD SIMPSON MFG INC Industrials 75,720.0 $15.9M 0.03% +75K +8475.3% $209.35 -9.3%
356 ROST ROSS STORES INC Consumer Cyclical 74,447.0 $15.8M 0.03% +58K +344.1% $212.85 +11.1%
357 LH LABCORP HOLDINGS INC Healthcare 56,072.0 $15.7M 0.03% +28K +99.7% $280.00 +15.1%
358 MBB ISHARES TR 164,294.0 $15.5M 0.03% +163K +10000.0% $94.52 -1.5%
359 DOV DOVER CORP Industrials 69,116.0 $15.5M 0.03% +37K +117.3% $224.28 -9.5%
360 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 135,240.0 $15.5M 0.03% +135K +10000.0% $114.41 -16.9%
Page 18 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%