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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 13 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DTE DTE ENERGY CO Utilities 7,755.0 $1.0M 0.00% +87.0 +1.1% $128.98 +8.4%
242 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 31,800.0 $992K 0.00% +2K +7.3% $31.21 +9.9%
243 WDAY WORKDAY INC Technology 4,590.0 $986K 0.00% +328.0 +7.7% $214.78 -41.8%
244 JBL JABIL INC Technology 4,313.0 $983K 0.00% +209.0 +5.1% $228.02 +49.0%
245 SDY SPDR SERIES TRUST 6,938.0 $965K 0.00% +278.0 +4.2% $139.16 +6.2%
246 MINT PIMCO ETF TR 9,424.0 $946K 0.00% +9K +1684.8% $100.34 +0.2%
247 SCHE SCHWAB STRATEGIC TR 28,240.0 $925K 0.00% +3K +12.0% $32.75 +8.4%
248 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,465.0 $921K 0.00% +601.0 +10.2% $142.50 +18.5%
249 BRO BROWN & BROWN INC Financial Services 11,483.0 $915K 0.00% +3K +27.9% $79.70 -26.4%
250 BROWN FORMAN CORP 35,020.0 $913K 0.00% +1K +3.5% $26.06
251 H HYATT HOTELS CORP Consumer Cyclical 5,675.0 $910K 0.00% +2K +51.0% $160.32 +5.3%
252 FICO FAIR ISAAC CORP Technology 530.0 $896K 0.00% +83.0 +18.6% $1690.62 -35.0%
253 AVY AVERY DENNISON CORP Industrials 4,913.0 $894K 0.00% +486.0 +11.0% $181.88 -13.8%
254 PTC PTC INC Technology 5,051.0 $880K 0.00% +620.0 +14.0% $174.21 -18.5%
255 ALGN ALIGN TECHNOLOGY INC Healthcare 5,619.0 $877K 0.00% +2K +49.4% $156.15 +1.7%
256 CORPAY INC 2,848.0 $857K 0.00% +170.0 +6.3% $300.93
257 JBHT HUNT J B TRANS SVCS INC Industrials 4,350.0 $845K 0.00% +204.0 +4.9% $194.34 +34.9%
258 CBOE CBOE GLOBAL MKTS INC Financial Services 3,349.0 $841K 0.00% +169.0 +5.3% $251.00 +45.9%
259 BAX BAXTER INTL INC Healthcare 43,090.0 $823K 0.00% +18K +70.0% $19.11 -6.9%
260 CNP CENTERPOINT ENERGY INC Utilities 21,466.0 $823K 0.00% +181.0 +0.8% $38.34 +8.8%
Page 13 of 52  ·  1,040 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%