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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 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INGRAM MICRO HLDG CORP 21.0 $448.0 NEW $21.33
142 EIPI FIRST TR EXCHNG TRADED FD VI 20.0 $397.0 NEW $19.85 +13.3%
143 LINE LINEAGE INC Real Estate 10.0 $350.0 NEW $35.00 +12.6%
144 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 15.0 $335.0 NEW $22.33 +5.4%
145 WESTPORT FUEL SYSTEMS INC 170.0 $267.0 NEW $1.57
146 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 20.0 $265.0 NEW $13.25 -32.5%
147 VENTURE GLOBAL INC 34.0 $232.0 NEW $6.82
148 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 67.0 $224.0 NEW $3.34 -6.4%
149 CENTRAIS ELET BRAS SA 23.0 $198.0 NEW $8.61
150 LBRDA LIBERTY BROADBAND CORP Communication Services 4.0 $193.0 NEW $48.25 -28.5%
151 FKWL FRANKLIN WIRELESS CORP Technology 43.0 $188.0 NEW $4.37 -29.1%
152 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 2.0 $163.0 NEW $81.50 +19.2%
153 LENNAR CORP 1.0 $95.0 NEW $95.00
154 BONK INC 28.0 $72.0 NEW $2.57
155 AURORA CANNABIS INC 15.0 $63.0 NEW $4.20
156 U UNITY SOFTWARE INC Technology 1.0 $44.0 NEW $44.00 -38.0%
157 TOON KARTOON STUDIOS INC. Communication Services 13.0 $9.0 NEW $0.69 -9.0%
158 ASCENT SOLAR TECHNOLOGIES IN 1.0 $4.0 NEW $4.00
159 ALTO ALTO INGREDIENTS INC Basic Materials 1.0 $3.0 NEW $3.00 +55.7%
160 GREENIDGE GENERATION HLDGS I 2.0 $3.0 NEW $1.50
Page 8 of 8  ·  160 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%