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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 68 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DRS LEONARDO DRS INC Industrials 307.0 $13K NEW $42.67 -8.6%
1342 LANTHEUS HLDGS INC 9,000.0 $13K NEW $1.45
1343 VGSR MANAGER DIRECTED PORTFOLIOS 1,139.0 $13K NEW $11.39 +1.7%
1344 SJT SAN JUAN BASIN RTY TR Energy 4,037.0 $13K NEW $3.21 -13.4%
1345 BRZE BRAZE INC Technology 593.0 $13K NEW $21.67 +45.1%
1346 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 2,702.0 $13K NEW $4.73 +2.8%
1347 BFOR ALPS ETF TR 133.0 $13K NEW $23.90 +1.2%
1348 LBRX LB PHARMACEUTICALS INC Healthcare 390.0 $13K NEW $32.48 +48.4%
1349 FEUZ FIRST TR EXCH TRD ALPHDX FD 189.0 $13K NEW $66.35 +3.6%
1350 BDIV ETF SER SOLUTIONS 505.0 $12K NEW $24.42 +2.9%
1351 IMVT IMMUNOVANT INC Healthcare 319.0 $12K NEW $38.53 +12.4%
1352 PPH VANECK ETF TRUST 112.0 $12K NEW $109.35 +6.5%
1353 ARKW ARK ETF TR 84.0 $12K NEW $144.86 +5.7%
1354 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 228.0 $12K NEW $53.37 +16.1%
1355 NWPX NWPX INFRASTRUCTURE INC Industrials 81.0 $12K NEW $149.94 -26.3%
1356 MICROCHIP TECHNOLOGY INC. 11,000.0 $12K NEW $1.10
1357 EGY VAALCO ENERGY INC Energy 2,377.0 $12K NEW $5.08 +13.8%
1358 CERY SPDR SERIES TRUST 360.0 $12K NEW $33.43 +14.1%
1359 MERIT MED SYS INC 11,000.0 $12K NEW $1.07
1360 JUSA J P MORGAN EXCHANGE TRADED F 175.0 $12K NEW $67.18 +2.5%
Page 68 of 91  ·  1,815 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%