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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 23 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HEICO CORP NEW 45,310.0 $11.7M 0.02% +45K +10000.0% $257.91
442 KGS KODIAK GAS SVCS INC Energy 154,889.0 $11.6M 0.02% +154K +10000.0% $75.13 -16.3%
443 EXPO EXPONENT INC Industrials 197,498.0 $11.6M 0.02% +191K +3113.4% $58.76 +14.9%
444 SPEM SPDR INDEX SHS FDS 221,699.0 $11.5M 0.02% +218K +6318.6% $51.78 -0.1%
445 SLV ISHARES SILVER TR Financial Services 214,575.0 $11.5M 0.02% +119K +125.5% $53.47 +7.4%
446 VTWO VANGUARD SCOTTSDALE FDS 94,141.0 $11.4M 0.02% +92K +3737.8% $121.42 -0.0%
447 CMS CMS ENERGY CORP Utilities 148,979.0 $11.4M 0.02% +111K +294.5% $76.50 -7.1%
448 DASH DOORDASH INC Communication Services 61,686.0 $11.4M 0.02% +42K +218.6% $184.53 +17.2%
449 DTE DTE ENERGY CO Utilities 74,627.0 $11.4M 0.02% +67K +862.3% $152.37 -8.0%
450 MOD MODINE MFG CO Consumer Cyclical 42,462.0 $11.3M 0.02% NEW $267.02 -24.9%
451 MLM MARTIN MARIETTA MATLS INC Basic Materials 19,649.0 $11.3M 0.02% +12K +144.2% $576.69 -9.3%
452 EW EDWARDS LIFESCIENCES CORP Healthcare 125,253.0 $11.3M 0.02% +101K +426.1% $90.46 +0.6%
453 TRGP TARGA RES CORP Energy 42,168.0 $11.3M 0.02% +31K +267.6% $268.14 +11.1%
454 F FORD MTR CO Consumer Cyclical 810,911.0 $11.3M 0.02% +616K +316.7% $13.90 +0.2%
455 WMS ADVANCED DRAIN SYS INC DEL Industrials 71,094.0 $11.2M 0.02% +23K +48.4% $156.96 -8.2%
456 KVUE KENVUE INC Consumer Defensive 583,826.0 $11.2M 0.02% +358K +159.0% $19.11 -1.6%
457 WAB WABTEC Industrials 41,382.0 $11.2M 0.02% +34K +492.0% $269.60 +9.3%
458 SYF SYNCHRONY FINANCIAL Financial Services 144,705.0 $11.0M 0.02% +115K +382.6% $76.05 +6.0%
459 EME EMCOR GROUP INC Industrials 13,239.0 $11.0M 0.02% +11K +471.6% $829.91 -0.6%
460 ED CONSOLIDATED EDISON INC Utilities 99,128.0 $11.0M 0.02% +81K +449.3% $110.63 -1.3%
Page 23 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%