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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 215 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 FIRST TRACKS BIOTHERAPEUTICS 12.0 $241.0 NEW $20.08
4282 FLY FIREFLY AEROSPACE INC Industrials 8.0 $235.0 -405.0 -98.1% $29.38 -7.5%
4283 ELVN ENLIVEN THERAPEUTICS INC Healthcare 4.0 $226.0 NEW $56.50 +5.4%
4284 DH DEFINITIVE HEALTHCARE CORP Healthcare 269.0 $223.0 +177.0 +192.4% $0.83 -22.9%
4285 AHRT AH RLTY TR INC Financial Services 31.0 $219.0 -77.0 -71.3% $7.06 -5.6%
4286 LXFR LUXFER HLDGS PLC Industrials 12.0 $216.0 -11.0 -47.8% $18.00 -4.9%
4287 NGS NATURAL GAS SVCS GROUP INC Energy 5.0 $216.0 NEW $43.20 -11.6%
4288 TPOR DIREXION SHARES ETF TRUST 5.0 $211.0 $42.20 -0.2%
4289 CIVEO CORP CDA 6.0 $210.0 -5.0 -45.5% $35.00
4290 GEVO GEVO INC Basic Materials 134.0 $201.0 NEW $1.50 +6.7%
4291 DJCO DAILY JOURNAL CORP Technology $195.0 NEW
4292 FLOC FLOWCO HLDGS INC Energy 9.0 $192.0 NEW $21.33 +9.6%
4293 WIX WIX COM LTD Technology 4.0 $181.0 -17.0 -81.0% $45.25 +62.9%
4294 ASLE AERSALE CORPORATION Industrials 28.0 $177.0 NEW $6.32 -6.6%
4295 BARNES & NOBLE ED INC 14.0 $176.0 -14.0 -50.0% $12.57
4296 ASPN ASPEN AEROGELS INC Industrials 28.0 $175.0 NEW $6.25 -6.8%
4297 ESTC ELASTIC N V Technology 3.0 $171.0 NEW $57.00 +46.4%
4298 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 9.0 $158.0 -3.0 -25.0% $17.56 +10.3%
4299 HLLY HOLLEY INC Consumer Cyclical 53.0 $135.0 -701.0 -93.0% $2.55 +19.9%
4300 OCCI OFS CREDIT COMPANY INC Financial Services 51.0 $131.0 NEW $2.57 -3.8%
Page 215 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%