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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 42 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SWX SOUTHWEST GAS HLDGS INC Utilities 52,907.0 $4.7M 0.01% +52K +10000.0% $88.68 +0.2%
822 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 442,854.0 $4.7M 0.01% +438K +8301.7% $10.57 +13.2%
823 SLGN SILGAN HLDGS INC Consumer Cyclical 100,766.0 $4.7M 0.01% +100K +9195.8% $46.39 -8.6%
824 KSA ISHARES TR 124,557.0 $4.6M 0.01% NEW $37.31 +2.7%
825 NET CLOUDFLARE INC Technology 18,935.0 $4.6M 0.01% +18K +2548.2% $245.28 +19.5%
826 DIOD DIODES INC Technology 42,422.0 $4.6M 0.01% +42K +7368.7% $109.44 -14.1%
827 AROC ARCHROCK INC Energy 114,032.0 $4.6M 0.01% +51K +79.6% $40.71 -21.9%
828 COIN COINBASE GLOBAL INC Financial Services 31,716.0 $4.6M 0.01% +23K +252.5% $146.19 +27.6%
829 IONQ IONQ INC Technology 86,819.0 $4.6M 0.01% +87K +10000.0% $53.26 -15.8%
830 LEIDOS HOLDINGS INC 44,620.0 $4.6M 0.01% +42K +1331.5% $102.97
831 ULTA ULTA BEAUTY INC Consumer Cyclical 10,187.0 $4.6M 0.01% +6K +127.3% $450.99 +15.6%
832 HLI HOULIHAN LOKEY INC Financial Services 34,200.0 $4.6M 0.01% +18K +112.8% $134.13 -3.8%
833 CGCP CAPITAL GRP FIXED INCM ETF T 204,549.0 $4.6M 0.01% +203K +10000.0% $22.29 -1.3%
834 JBHT HUNT J B TRANS SVCS INC Industrials 15,752.0 $4.6M 0.01% +11K +262.1% $289.42 -4.8%
835 EXP EAGLE MATLS INC Basic Materials 20,234.0 $4.6M 0.01% +20K +4021.0% $225.01 -8.0%
836 STZ CONSTELLATION BRANDS INC Consumer Defensive 32,698.0 $4.5M 0.01% +23K +223.8% $139.09 -2.5%
837 CORT CORCEPT THERAPEUTICS INC Healthcare 51,914.0 $4.5M 0.01% +48K +1268.3% $86.95 +40.6%
838 WSM WILLIAMS SONOMA INC Consumer Cyclical 19,345.0 $4.5M 0.01% +10K +114.5% $233.10 +1.9%
839 RKT ROCKET COS INC Financial Services 285,554.0 $4.5M 0.01% +131K +85.1% $15.75 -11.6%
840 PAVE GLOBAL X FDS 76,156.0 $4.5M 0.01% +66K +664.9% $58.92 -4.3%
Page 42 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%