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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 66 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ACA ARCOSA INC Industrials 13,001.0 $1.9M 0.00% +13K +3541.7% $145.28 -0.3%
1302 CNX CNX RES CORP Energy 55,405.0 $1.9M 0.00% +54K +3493.1% $33.93 +7.2%
1303 AZZ AZZ INC Industrials 12,101.0 $1.9M 0.00% +12K +3067.8% $155.05 -8.9%
1304 LGND LIGAND PHARMACEUTICALS INC Healthcare 5,921.0 $1.9M 0.00% +6K +3795.4% $316.07 -9.4%
1305 MYRG MYR GROUP INC Industrials 3,733.0 $1.9M 0.00% +4K +3010.8% $500.30 -37.9%
1306 NATL NCR ATLEOS CORPORATION Technology 43,010.0 $1.9M 0.00% +43K +8713.5% $43.41 +6.9%
1307 POWI POWER INTEGRATIONS INC Technology 22,275.0 $1.9M 0.00% +14K +183.4% $83.76 -34.1%
1308 DOCU DOCUSIGN INC Technology 41,722.0 $1.9M 0.00% +40K +3311.4% $44.42 +39.6%
1309 TNC TENNANT CO Industrials 21,150.0 $1.9M 0.00% +21K +10000.0% $87.54 -21.5%
1310 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 35,122.0 $1.8M 0.00% +9K +35.1% $52.65 +28.3%
1311 TDIV FIRST TR EXCHANGE TRADED FD 16,078.0 $1.8M 0.00% +16K +9357.6% $114.88 -0.2%
1312 QIAGEN NV 47,226.0 $1.8M 0.00% NEW $39.10
1313 MSM MSC INDL DIRECT INC Industrials 15,483.0 $1.8M 0.00% +15K +5995.7% $118.95 +0.7%
1314 NRC NRC HEALTH Healthcare 85,372.0 $1.8M 0.00% NEW $21.57 +2.9%
1315 TTAN SERVICETITAN INC Technology 26,041.0 $1.8M 0.00% NEW $70.71 +34.2%
1316 OLN OLIN CORP Basic Materials 92,705.0 $1.8M 0.00% +92K +8953.2% $19.82 -7.2%
1317 KNF KNIFE RIVER CORP Basic Materials 21,957.0 $1.8M 0.00% +21K +3863.4% $83.65 -20.9%
1318 IYG ISHARES TR 20,234.0 $1.8M 0.00% NEW $90.47 +6.9%
1319 VIGI VANGUARD WHITEHALL FDS 19,589.0 $1.8M 0.00% +14K +278.6% $93.38 +5.6%
1320 NVO NOVO-NORDISK A S Healthcare 38,132.0 $1.8M 0.00% -4K -9.6% $47.94 -2.5%
Page 66 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%