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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 33 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PR PERMIAN RESOURCES CORP Energy 362,023.0 $6.7M 0.01% +359K +10000.0% $18.41 +29.9%
642 KTB KONTOOR BRANDS INC Consumer Cyclical 79,691.0 $6.6M 0.01% +78K +5418.8% $83.34 -1.9%
643 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 95,065.0 $6.6M 0.01% +95K +10000.0% $69.74 -14.6%
644 UGI UGI CORP NEW Utilities 191,641.0 $6.6M 0.01% +188K +5698.5% $34.54 +8.9%
645 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 86,481.0 $6.6M 0.01% +68K +371.4% $76.40 +5.5%
646 INGERSOLL RAND INC 80,420.0 $6.6M 0.01% +64K +379.5% $81.99
647 CNP CENTERPOINT ENERGY INC Utilities 148,582.0 $6.5M 0.01% +127K +592.2% $44.04 -11.2%
648 UNM UNUM GROUP Financial Services 73,151.0 $6.5M 0.01% +71K +3168.6% $89.40 -2.0%
649 ICUI ICU MED INC Healthcare 44,598.0 $6.5M 0.01% +44K +10000.0% $146.60 +23.7%
650 ATO ATMOS ENERGY CORP Utilities 37,939.0 $6.5M 0.01% +31K +476.7% $172.27 -2.5%
651 VTRS VIATRIS INC Healthcare 411,537.0 $6.5M 0.01% +312K +312.1% $15.88 +2.6%
652 CF CF INDUSTRIES HOLD Basic Materials 60,342.0 $6.5M 0.01% +37K +153.2% $108.26 +21.0%
653 SR SPIRE INC Utilities 83,476.0 $6.5M 0.01% +83K +10000.0% $78.09 +4.6%
654 ILMN ILLUMINA INC Healthcare 37,044.0 $6.5M 0.01% +36K +2505.1% $175.83 +24.5%
655 PPL PPL CORP Utilities 179,160.0 $6.5M 0.01% +148K +473.5% $36.35 -4.8%
656 BBIO BRIDGEBIO PHARMA INC Healthcare 87,238.0 $6.5M 0.01% NEW $74.48 +10.6%
657 CHE CHEMED CORP NEW Healthcare 13,926.0 $6.5M 0.01% +11K +381.9% $465.75 +15.8%
658 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 193,236.0 $6.5M 0.01% NEW $33.39 -21.0%
659 MUSA MURPHY USA INC Consumer Cyclical 11,945.0 $6.4M 0.01% +12K +5872.5% $538.86 +5.1%
660 HXL HEXCEL CORP NEW Industrials 64,216.0 $6.4M 0.01% +28K +75.0% $100.06 -6.1%
Page 33 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%