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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 64 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DCI DONALDSON INC Industrials 1,119.0 $92K NEW $81.85 +0.9%
1262 AIVL WISDOMTREE TR 800.0 $91K NEW $114.28 +9.0%
1263 DFSV DIMENSIONAL ETF TRUST 2,848.0 $91K NEW $31.84 +16.7%
1264 CIBR FIRST TR EXCHANGE TRADED FD 1,192.0 $91K NEW $76.01 +8.1%
1265 KAI KADANT INC Industrials 303.0 $90K NEW $297.58 +3.1%
1266 HUN HUNTSMAN CORP Basic Materials 10,010.0 $90K NEW $8.98 +60.1%
1267 REET ISHARES TR 3,511.0 $90K NEW $25.56 +7.4%
1268 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 718.0 $89K NEW $124.49 +205.6%
1269 GSLC GOLDMAN SACHS ETF TR 686.0 $89K NEW $130.28 +8.2%
1270 AXGN AXOGEN INC Healthcare 5,000.0 $89K NEW $17.84 +131.6%
1271 MORN MORNINGSTAR INC Financial Services 384.0 $89K NEW $232.01 -25.3%
1272 HOMB HOME BANCSHARES INC Financial Services 3,135.0 $89K NEW $28.30 -6.0%
1273 IYF ISHARES TR 700.0 $89K NEW $126.64 -2.6%
1274 LAD LITHIA MTRS INC Consumer Cyclical 280.0 $88K NEW $316.00 -13.1%
1275 RPRX ROYALTY PHARMA PLC Healthcare 2,499.0 $88K NEW $35.28 +50.4%
1276 TD TORONTO DOMINION BK ONT Financial Services 1,100.0 $88K NEW $79.95 +37.1%
1277 LPLA LPL FINL HLDGS INC Financial Services 264.0 $88K NEW $332.69 -13.5%
1278 NOVT NOVANTA INC Technology 876.0 $88K NEW $100.15 +54.6%
1279 SBRA SABRA HEALTH CARE REIT INC Real Estate 4,675.0 $87K NEW $18.64 +13.0%
1280 POTLATCHDELTIC CORPORATION 2,128.0 $87K NEW $40.75
Page 64 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%