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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 16 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROP ROPER TECHNOLOGIES INC Industrials 11,424.0 $5.7M 0.02% NEW $498.69 -33.4%
302 DOV DOVER CORP Industrials 33,775.0 $5.6M 0.02% NEW $166.83 +25.1%
303 SHOP SHOPIFY INC Technology 37,708.0 $5.6M 0.02% NEW $148.61 -31.6%
304 CENCORA INC 17,734.0 $5.5M 0.02% NEW $312.53
305 D DOMINION ENERGY INC Utilities 90,390.0 $5.5M 0.02% NEW $61.17 +11.8%
306 SMIG ETF SER SOLUTIONS 185,012.0 $5.5M 0.02% NEW $29.62 +5.2%
307 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 28,215.0 $5.5M 0.02% NEW $193.35 +7.3%
308 VHT VANGUARD WORLD FD 20,937.0 $5.4M 0.02% NEW $259.60 +5.7%
309 RJF RAYMOND JAMES FINL INC Financial Services 31,480.0 $5.4M 0.02% NEW $172.60 -11.2%
310 BR BROADRIDGE FINL SOLUTIONS IN Technology 22,698.0 $5.4M 0.02% NEW $238.17 -37.2%
311 CFR CULLEN FROST BANKERS INC Financial Services 42,446.0 $5.4M 0.02% NEW $126.77 +8.5%
312 MLM MARTIN MARIETTA MATLS INC Basic Materials 8,454.0 $5.3M 0.02% NEW $630.28 -14.6%
313 MO ALTRIA GROUP INC Consumer Defensive 80,131.0 $5.3M 0.02% NEW $66.06 +12.4%
314 SCHP SCHWAB STRATEGIC TR 192,071.0 $5.2M 0.02% NEW $26.95 -1.4%
315 TRV TRAVELERS COMPANIES INC Financial Services 18,212.0 $5.1M 0.02% NEW $279.22 +9.7%
316 DASH DOORDASH INC Communication Services 18,412.0 $5.0M 0.02% NEW $271.99 -43.1%
317 MELI MERCADOLIBRE INC Consumer Cyclical 2,119.0 $5.0M 0.02% NEW $2336.94 -31.8%
318 CATH GLOBAL X FDS 61,009.0 $4.9M 0.02% NEW $81.06 +8.9%
319 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 49,315.0 $4.9M 0.02% NEW $99.95 -23.3%
320 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 8,258.0 $4.9M 0.02% NEW $596.03 +9.8%
Page 16 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%