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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 35 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RCUS ARCUS BIOSCIENCES INC Healthcare 1,511.0 $36K +24.0 +1.6% $23.83 -0.2%
682 KRYS KRYSTAL BIOTECH INC Healthcare 146.0 $36K +15.0 +11.4% $246.54 +24.2%
683 SCHR SCHWAB STRATEGIC TR 1,417.0 $36K +875.0 +161.4% $25.08 -2.2%
684 BMI BADGER METER INC Technology 203.0 $35K +65.0 +47.1% $174.41 -31.8%
685 YELP YELP INC Communication Services 1,159.0 $35K +479.0 +70.4% $30.39 -28.8%
686 UNFI UNITED NAT FOODS INC Consumer Defensive 1,044.0 $35K +7.0 +0.7% $33.67 +50.2%
687 STEP STEPSTONE GROUP INC Financial Services 544.0 $35K +201.0 +58.6% $64.17 -16.6%
688 NPO ENPRO INC Industrials 162.0 $35K +11.0 +7.3% $214.13 +45.6%
689 ARMOUR RESIDENTIAL REIT INC 1,951.0 $35K +95.0 +5.1% $17.69
690 WAL WESTERN ALLIANCE BANCORP Financial Services 410.0 $34K +71.0 +20.9% $84.07 -11.5%
691 OSCR OSCAR HEALTH INC Healthcare 2,363.0 $34K +1K +148.7% $14.37 +62.3%
692 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 131.0 $34K +6.0 +4.8% $258.65 +35.9%
693 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 5,259.0 $34K +86.0 +1.7% $6.41 -0.8%
694 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 649.0 $34K +37.0 +6.0% $51.63 -38.4%
695 CRK COMSTOCK RES INC Energy 1,440.0 $33K +37.0 +2.6% $23.18 -36.1%
696 NU NU HLDGS LTD Financial Services 1,988.0 $33K +2K +433.0% $16.74 -27.2%
697 TDC TERADATA CORP DEL Technology 1,091.0 $33K +70.0 +6.9% $30.44 +11.1%
698 FLO FLOWERS FOODS INC Consumer Defensive 3,050.0 $33K +2K +151.2% $10.88 -34.0%
699 MAN MANPOWERGROUP INC WIS Industrials 1,114.0 $33K +963.0 +637.8% $29.73 -12.6%
700 ALKS ALKERMES PLC Healthcare 1,174.0 $33K +91.0 +8.4% $27.98 +34.0%
Page 35 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%