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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 34 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DAN DANA INC Consumer Cyclical 1,638.0 $39K +74.0 +4.7% $23.76 +39.3%
662 AFRM AFFIRM HLDGS INC Technology 522.0 $39K +203.0 +63.6% $74.43 -13.5%
663 POR PORTLAND GEN ELEC CO Utilities 806.0 $39K +20.0 +2.5% $47.99 -1.5%
664 SCHH SCHWAB STRATEGIC TR 1,848.0 $39K +215.0 +13.2% $20.89 +11.3%
665 BOOT BOOT BARN HLDGS INC Consumer Cyclical 216.0 $38K +17.0 +8.5% $176.47 -20.0%
666 MAT MATTEL INC Consumer Cyclical 1,915.0 $38K +147.0 +8.3% $19.84 -23.6%
667 ACA ARCOSA INC Industrials 357.0 $38K +7.0 +2.0% $106.32 +14.9%
668 VKTX VIKING THERAPEUTICS INC Healthcare 1,077.0 $38K +677.0 +169.2% $35.18 -14.0%
669 AX AXOS FINANCIAL INC Financial Services 438.0 $38K +25.0 +6.0% $86.16 -2.0%
670 ASB ASSOCIATED BANC CORP Financial Services 1,464.0 $38K +18.0 +1.2% $25.76 +6.7%
671 SHC SOTERA HEALTH CO Healthcare 2,133.0 $38K +45.0 +2.2% $17.64 -13.4%
672 CHH CHOICE HOTELS INTL INC Consumer Cyclical 392.0 $37K +171.0 +77.4% $95.26 +12.0%
673 LNTH LANTHEUS HLDGS INC Healthcare 561.0 $37K +95.0 +20.4% $66.55 +41.1%
674 NWE NORTHWESTERN ENERGY GROUP IN Utilities 578.0 $37K +15.0 +2.7% $64.54 +8.8%
675 RHI ROBERT HALF INC. Industrials 1,368.0 $37K +664.0 +94.3% $27.16 -7.5%
676 PEGA PEGASYSTEMS INC Technology 617.0 $37K +303.0 +96.5% $59.72 -43.6%
677 RDNT RADNET INC Healthcare 510.0 $36K +22.0 +4.5% $71.35 -26.6%
678 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 156.0 $36K +12.0 +8.3% $232.53 -24.2%
679 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,764.0 $36K +579.0 +48.9% $20.49 +22.9%
680 DB DEUTSCHE BANK A G Financial Services 937.0 $36K +45.0 +5.0% $38.56 -19.9%
Page 34 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%