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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 19 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GEN GEN DIGITAL INC Technology 12,110.0 $329K 0.00% +66.0 +0.6% $27.19 -10.5%
362 EFG ISHARES TR 2,874.0 $327K 0.00% +815.0 +39.6% $113.92 +3.6%
363 CBZ CBIZ INC Industrials 6,319.0 $319K 0.00% +1K +24.5% $50.45 -38.7%
364 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,461.0 $319K 0.00% +9.0 +0.6% $218.02 -22.4%
365 VTIP VANGUARD MALVERN FDS 6,269.0 $310K 0.00% +5K +538.4% $49.46 +1.7%
366 IDEV ISHARES TR 3,734.0 $308K 0.00% +146.0 +4.1% $82.48 +6.7%
367 LW LAMB WESTON HLDGS INC Consumer Defensive 7,295.0 $306K 0.00% +181.0 +2.5% $41.89 +4.2%
368 WYNN WYNN RESORTS LTD Consumer Cyclical 2,538.0 $305K 0.00% +91.0 +3.7% $120.33 -20.6%
369 FHN FIRST HORIZON CORPORATION Financial Services 12,747.0 $305K 0.00% +6K +80.1% $23.90 -0.7%
370 GDDY GODADDY INC Technology 2,418.0 $300K 0.00% +1K +74.7% $124.08 -26.3%
371 SLYV SPDR SERIES TRUST 3,279.0 $298K 0.00% +2K +292.2% $90.97 +9.8%
372 WPC WP CAREY INC Real Estate 4,626.0 $298K 0.00% +469.0 +11.3% $64.36 +14.8%
373 DFAX DIMENSIONAL ETF TRUST 9,006.0 $295K 0.00% +8K +738.5% $32.73 +11.1%
374 THG HANOVER INS GROUP INC Financial Services 1,610.0 $294K 0.00% +72.0 +4.7% $182.77 +8.1%
375 SCHG SCHWAB STRATEGIC TR 8,856.0 $289K 0.00% +5K +123.4% $32.62 +3.9%
376 LITE LUMENTUM HLDGS INC Technology 772.0 $285K 0.00% +22.0 +2.9% $368.59 +140.1%
377 NVR NVR INC Consumer Cyclical 39.0 $284K 0.00% +5.0 +14.7% $7292.77 -21.6%
378 FNDX SCHWAB STRATEGIC TR 10,303.0 $280K 0.00% +9K +508.9% $27.21 +11.3%
379 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,777.0 $280K 0.00% +117.0 +4.4% $100.80 +14.0%
380 POWI POWER INTEGRATIONS INC Technology 7,860.0 $279K 0.00% +6K +344.3% $35.54 +90.3%
Page 19 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%