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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 31 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 103,184.0 $7.3M 0.01% +103K +10000.0% $70.88 +2.4%
602 OC OWENS CORNING NEW Industrials 45,932.0 $7.3M 0.01% +45K +6226.7% $158.96 -6.5%
603 SGOV ISHARES TR 72,162.0 $7.3M 0.01% +72K +10000.0% $100.67 -0.0%
604 GPC GENUINE PARTS CO Consumer Cyclical 61,543.0 $7.3M 0.01% +47K +319.8% $117.98 +13.2%
605 MGRC MCGRATH RENTCORP Industrials 59,823.0 $7.2M 0.01% NEW $121.03 -4.0%
606 EMB ISHARES TR 74,911.0 $7.2M 0.01% +75K +10000.0% $96.44 -1.8%
607 JAAA JANUS DETROIT STR TR 142,732.0 $7.2M 0.01% +93K +187.2% $50.49 +0.4%
608 UCTT ULTRA CLEAN HLDGS INC Technology 50,328.0 $7.2M 0.01% +50K +10000.0% $142.59 -46.7%
609 PYPL PAYPAL HLDGS INC Financial Services 166,022.0 $7.2M 0.01% +95K +134.8% $43.18 +42.8%
610 ALGT ALLEGIANT TRAVEL CO Industrials 60,930.0 $7.2M 0.01% +61K +10000.0% $117.60 -31.8%
611 DTM DT MIDSTREAM INC Energy 48,731.0 $7.2M 0.01% +47K +2562.9% $146.74 -12.7%
612 SANM SANMINA CORP Technology 28,126.0 $7.1M 0.01% +28K +5871.6% $253.08 -25.2%
613 ELAN ELANCO ANIMAL HEALTH INC Healthcare 288,888.0 $7.1M 0.01% +286K +9313.1% $24.61 -2.5%
614 BIIB BIOGEN INC Healthcare 32,841.0 $7.1M 0.01% +24K +256.5% $216.06 +0.4%
615 STRL STERLING INFRASTRUCTURE INC Industrials 8,450.0 $7.1M 0.01% +8K +8435.4% $839.33 -37.7%
616 ONB OLD NATL BANCORP IND Financial Services 273,336.0 $7.1M 0.01% +270K +7072.3% $25.90 -0.2%
617 DVA DAVITA INC Healthcare 31,797.0 $7.1M 0.01% +28K +671.0% $222.48 -21.4%
618 EMLP FIRST TR EXCHANGE-TRADED FD 161,993.0 $7.0M 0.01% NEW $43.50 +0.9%
619 LKQ LKQ CORP Consumer Cyclical 267,528.0 $7.0M 0.01% +251K +1539.9% $26.33 -1.7%
620 VFLO VICTORY PORTFOLIOS II 153,810.0 $7.0M 0.01% NEW $45.75 +21.1%
Page 31 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%