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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 16 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DAYFORCE INC 8,424.0 $583K 0.00% +177.0 +2.1% $69.16
302 AEE AMEREN CORP Utilities 5,811.0 $580K 0.00% +542.0 +10.3% $99.86 +7.5%
303 SWK STANLEY BLACK & DECKER INC Industrials 7,766.0 $577K 0.00% +545.0 +7.5% $74.28 +1.2%
304 NDSN NORDSON CORP Industrials 2,348.0 $565K 0.00% +770.0 +48.8% $240.43 +14.3%
305 IEX IDEX CORP Industrials 3,169.0 $564K 0.00% +728.0 +29.8% $177.94 +16.7%
306 LEIDOS HOLDINGS INC 3,117.0 $562K 0.00% +129.0 +4.3% $180.40
307 SANDISK CORP 2,321.0 $551K 0.00% +470.0 +25.4% $237.38
308 WCC WESCO INTL INC Industrials 2,196.0 $537K 0.00% +909.0 +70.6% $244.64 +46.6%
309 AIZ ASSURANT INC Financial Services 2,217.0 $534K 0.00% +57.0 +2.6% $240.85 +7.2%
310 VDC VANGUARD WORLD FD 2,504.0 $529K 0.00% +84.0 +3.5% $211.24 +10.9%
311 CYBERARK SOFTWARE LTD 1,158.0 $517K 0.00% +40.0 +3.6% $446.06
312 BALL BALL CORP Consumer Cyclical 9,696.0 $514K 0.00% +341.0 +3.6% $52.97 +5.3%
313 VALE VALE S A Basic Materials 38,431.0 $501K 0.00% +21K +117.1% $13.03 +25.2%
314 IUSG ISHARES TR 2,959.0 $497K 0.00% +655.0 +28.4% $167.94 +10.4%
315 ADC AGREE RLTY CORP Real Estate 6,778.0 $488K 0.00% +176.0 +2.7% $72.03 +5.2%
316 VYMI VANGUARD WHITEHALL FDS 5,378.0 $484K 0.00% +1K +34.5% $90.00 +10.3%
317 HUBS HUBSPOT INC Technology 1,206.0 $484K 0.00% +130.0 +12.1% $401.30 -50.6%
318 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,276.0 $480K 0.00% +3K +38.8% $46.68 -12.5%
319 VIGI VANGUARD WHITEHALL FDS 5,174.0 $473K 0.00% +940.0 +22.2% $91.45 +1.6%
320 DBEF DBX ETF TR 9,818.0 $472K 0.00% +764.0 +8.4% $48.11 +8.1%
Page 16 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%