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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 59 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 INGR INGREDION INC Consumer Defensive 25,683.0 $2.4M 0.00% +24K +1906.5% $94.71 +12.8%
1162 WTRG ESSENTIAL UTILS INC Utilities 63,416.0 $2.4M 0.00% +59K +1319.0% $38.31 +4.9%
1163 DAR DARLING INGREDIENTS INC Consumer Defensive 44,477.0 $2.4M 0.00% +43K +2775.1% $54.62 +20.4%
1164 FIXD FIRST TR EXCHNG TRADED FD VI 55,635.0 $2.4M 0.00% NEW $43.61 -2.0%
1165 KRYS KRYSTAL BIOTECH INC Healthcare 6,521.0 $2.4M 0.00% +6K +4366.4% $371.69 -6.8%
1166 NFG NATIONAL FUEL GAS CO Energy 31,281.0 $2.4M 0.00% +26K +497.9% $77.21 +6.8%
1167 GRID FIRST TR EXCHANGE-TRADED FD 12,569.0 $2.4M 0.00% NEW $191.74 -5.6%
1168 DAVE INC 6,466.0 $2.4M 0.00% NEW $372.57
1169 HRB BLOCK H & R INC Consumer Cyclical 63,124.0 $2.4M 0.00% +53K +505.5% $38.08 +41.0%
1170 CVSA COVISTA INC Consumer Cyclical 19,280.0 $2.4M 0.00% +19K +8468.9% $124.66 +6.2%
1171 YSS YORK SPACE SYSTEMS INC Technology 97,414.0 $2.4M 0.00% NEW $24.62 -62.1%
1172 MKL MARKEL GROUP INC Financial Services 1,225.0 $2.4M 0.00% +1K +528.2% $1952.49 -8.0%
1173 SHM SPDR SERIES TRUST 49,793.0 $2.4M 0.00% +49K +10000.0% $47.97 -0.4%
1174 FNX FIRST TR EXCHANGE-TRADED ALP 16,272.0 $2.4M 0.00% NEW $146.35 -0.3%
1175 USFR WISDOMTREE TR 47,162.0 $2.4M 0.00% +45K +2120.4% $50.35 +0.3%
1176 CHDN CHURCHILL DOWNS INC Consumer Cyclical 26,461.0 $2.4M 0.00% -26K -49.7% $89.64 +4.5%
1177 PERIMETER SOLUTIONS INC 66,477.0 $2.4M 0.00% +66K +10000.0% $35.65
1178 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,985.0 $2.4M 0.00% +5K +130.4% $263.28 +40.0%
1179 RYZ RYERSON HLDG CORP Consumer Defensive 95,603.0 $2.4M 0.00% NEW $24.61 +2.2%
1180 SPIB SPDR SERIES TRUST 70,150.0 $2.3M 0.00% NEW $33.46 -1.1%
Page 59 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%