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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 120 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 PERIMETER SOLUTIONS INC 163.0 $4K NEW $22.39
2382 VTOL BRISTOW GROUP INC Energy 101.0 $4K NEW $36.08 +17.7%
2383 JACK JACK IN THE BOX INC Consumer Cyclical 184.0 $4K NEW $19.77 -43.1%
2384 KREF KKR REAL ESTATE FIN TR INC Real Estate 401.0 $4K NEW $9.00 -30.3%
2385 ACRE ARES COML REAL ESTATE CORP Real Estate 800.0 $4K NEW $4.51 +2.5%
2386 UFPT UFP TECHNOLOGIES INC Healthcare 18.0 $4K NEW $199.61 +10.0%
2387 WRLD WORLD ACCEP CORPORATION Financial Services 21.0 $4K NEW $169.14 -7.5%
2388 RES RPC INC Energy 737.0 $4K NEW $4.76 +52.4%
2389 CVI CVR ENERGY INC Energy 95.0 $3K NEW $36.48 -6.9%
2390 NAVI NAVIENT CORPORATION Financial Services 263.0 $3K NEW $13.15 -37.2%
2391 AMRIZE LTD 70.0 $3K NEW $48.53
2392 CAL CALERES INC Consumer Cyclical 260.0 $3K NEW $13.04 -14.1%
2393 AMTX AEMETIS INC Energy 1,500.0 $3K NEW $2.25 -2.0%
2394 UA UNDER ARMOUR INC Consumer Cyclical 698.0 $3K NEW $4.83 +4.9%
2395 EIG EMPLOYERS HLDGS INC Financial Services 78.0 $3K NEW $42.47 +1.7%
2396 AMN AMN HEALTHCARE SVCS INC Healthcare 171.0 $3K NEW $19.36 +44.6%
2397 OFLX OMEGA FLEX INC Industrials 106.0 $3K NEW $31.19 -12.7%
2398 RKLB ROCKET LAB CORP Industrials 69.0 $3K NEW $47.91 +161.7%
2399 SSRM SSR MINING IN Basic Materials 134.0 $3K NEW $24.42 +23.0%
2400 CENT CENTRAL GARDEN & PET CO Consumer Defensive 100.0 $3K NEW $32.65 +17.2%
Page 120 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%