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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 44 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BSCX INVESCO EXCH TRD SLF IDX FD 650.0 $14K +150.0 +30.0% $21.46 -2.4%
862 ALG ALAMO GROUP INC Industrials 83.0 $14K +5.0 +6.4% $167.87 -12.2%
863 PEB PEBBLEBROOK HOTEL TR Real Estate 1,228.0 $14K +32.0 +2.7% $11.32 +25.3%
864 SFNC SIMMONS 1ST NATL CORP Financial Services 732.0 $14K +183.0 +33.3% $18.85 +9.7%
865 CPRX CATALYST PHARMACEUTICALS INC Healthcare 590.0 $14K +19.0 +3.3% $23.34 +33.8%
866 OFG OFG BANCORP Financial Services 335.0 $14K +15.0 +4.7% $40.98 +8.6%
867 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 509.0 $14K +58.0 +12.9% $26.78 -36.6%
868 EQNR EQUINOR ASA Energy 576.0 $14K +305.0 +112.5% $23.63 +68.2%
869 SIRIUSPOINT LTD 619.0 $14K +70.0 +12.8% $21.89
870 IFRA ISHARES TR 255.0 $13K +14.0 +5.8% $52.62 +14.8%
871 MYGN MYRIAD GENETICS INC Healthcare 2,180.0 $13K +131.0 +6.4% $6.15 -40.9%
872 BHE BENCHMARK ELECTRS INC Technology 312.0 $13K +17.0 +5.8% $42.76 +95.6%
873 ORC ORCHID IS CAP INC Real Estate 1,840.0 $13K +840.0 +84.0% $7.20 -5.2%
874 EXTR EXTREME NETWORKS Technology 791.0 $13K +31.0 +4.1% $16.65 +49.3%
875 INN SUMMIT HOTEL PPTYS INC Real Estate 2,583.0 $13K +353.0 +15.8% $4.87 +10.1%
876 BXMT BLACKSTONE MTG TR INC Real Estate 656.0 $13K +8.0 +1.2% $19.13 -5.3%
877 ARCB ARCBEST CORP Industrials 169.0 $13K +27.0 +19.0% $74.19 +65.7%
878 FUTY FIDELITY COVINGTON TRUST 227.0 $13K +13.0 +6.1% $55.22 +3.0%
879 MLKN MILLERKNOLL INC Consumer Cyclical 685.0 $13K +355.0 +107.6% $18.28 -19.4%
880 INVA INNOVIVA INC Healthcare 621.0 $12K +82.0 +15.2% $19.99 +10.8%
Page 44 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%