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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 59 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 MSA MSA SAFETY INC Industrials 707.0 $122K NEW $172.07 -2.0%
1162 CAVA CAVA GROUP INC Consumer Cyclical 2,011.0 $121K NEW $60.41 +34.5%
1163 EXP EAGLE MATLS INC Basic Materials 521.0 $121K NEW $233.04 -14.6%
1164 ORI OLD REP INTL CORP Financial Services 2,845.0 $121K NEW $42.47 -6.6%
1165 ICLN ISHARES TR 7,768.0 $120K NEW $15.48 +43.3%
1166 ZM ZOOM COMMUNICATIONS INC Technology 1,457.0 $120K NEW $82.50 +20.5%
1167 FSV FIRSTSERVICE CORP NEW Real Estate 630.0 $120K NEW $190.49 -30.1%
1168 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 848.0 $119K NEW $140.38 +10.8%
1169 LCID LUCID GROUP INC Consumer Cyclical 5,000.0 $119K NEW $23.79 -75.5%
1170 SCHC SCHWAB STRATEGIC TR 2,601.0 $118K NEW $45.51 +10.4%
1171 TLN TALEN ENERGY CORP Utilities 278.0 $118K NEW $425.38 -19.0%
1172 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,255.0 $118K NEW $93.79 +3.2%
1173 NET CLOUDFLARE INC Technology 547.0 $117K NEW $214.59 -0.9%
1174 FRME FIRST MERCHANTS CORP Financial Services 3,109.0 $117K NEW $37.70 +6.7%
1175 ALLY ALLY FINL INC Financial Services 2,986.0 $117K NEW $39.20 +9.1%
1176 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 2,166.0 $116K NEW $53.39 -32.0%
1177 ARCC ARES CAPITAL CORP Financial Services 5,657.0 $115K NEW $20.41 -8.2%
1178 AEIS ADVANCED ENERGY INDS Industrials 676.0 $115K NEW $170.14 +90.3%
1179 CACI CACI INTL INC Technology 230.0 $115K NEW $498.78 -1.7%
1180 IXC ISHARES TR 2,722.0 $114K NEW $41.75 +34.3%
Page 59 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%