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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 198 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 ANGO ANGIODYNAMICS INC Healthcare 372.0 $5K +341.0 +1100.0% $13.01 +22.9%
3942 NC NACCO INDS INC Energy 95.0 $5K NEW $50.37 -16.8%
3943 QQXT FIRST TR EXCHANGE-TRADED FD 49.0 $5K NEW $97.61 +6.5%
3944 PROGRESS SOFTWARE CORP 5,000.0 $5K NEW $0.96
3945 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 113.0 $5K NEW $42.17 +2.5%
3946 PNRG PRIMEENERGY RESOURCES CORP Energy 28.0 $5K NEW $166.89 +23.9%
3947 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 306.0 $5K NEW $15.12 +1.3%
3948 WMK WEIS MKTS INC Consumer Defensive 59.0 $5K NEW $78.31 -9.8%
3949 NRIM NORTHRIM BANCORP INC Financial Services 163.0 $5K +111.0 +213.5% $27.74 -4.0%
3950 UBOT DIREXION SHARES ETF TRUST 172.0 $4K $25.99 -8.3%
3951 CMS ENERGY CORP 4,000.0 $4K NEW $1.12
3952 NUS NU SKIN ENTERPRISES INC Consumer Defensive 842.0 $4K +727.0 +632.2% $5.28 -11.7%
3953 CERIBELL INC 227.0 $4K NEW $19.45
3954 FLGT FULGENT GENETICS INC Healthcare 215.0 $4K NEW $20.52 -9.0%
3955 MEC MAYVILLE ENGR CO INC Industrials 118.0 $4K NEW $37.33 -37.9%
3956 OSPN ONESPAN INC Technology 306.0 $4K NEW $14.35 +11.0%
3957 PUBM PUBMATIC INC Technology 335.0 $4K NEW $13.10 +32.8%
3958 PDS PRECISION DRILLING CORP Energy 57.0 $4K $76.67 +15.5%
3959 LINCOLN INTL INC 183.0 $4K NEW $23.87
3960 TIDAL TRUST II 153.0 $4K NEW $28.54
Page 198 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%