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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 15 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FANG DIAMONDBACK ENERGY INC Energy 9,333.0 $1.4M 0.00% -469.0 -4.8% $150.33 +36.3%
282 AVB AVALONBAY CMNTYS INC Real Estate 7,668.0 $1.4M 0.00% -1K -11.7% $181.31 +1.6%
283 WBS WEBSTER FINL CORP Financial Services 21,319.0 $1.3M 0.00% -2K -9.7% $62.94 +13.9%
284 FORM FORMFACTOR INC Technology 23,360.0 $1.3M 0.00% -2K -9.3% $55.78 +108.3%
285 FCFS FIRSTCASHHOLDINGS INC Financial Services 8,153.0 $1.3M 0.00% -871.0 -9.7% $159.38 +42.6%
286 MIDD MIDDLEBY CORP Industrials 8,720.0 $1.3M 0.00% -1K -10.3% $148.67 -2.0%
287 GPN GLOBAL PMTS INC Industrials 16,492.0 $1.3M 0.00% -2K -10.0% $77.40 -11.0%
288 JEPI J P MORGAN EXCHANGE TRADED F 22,062.0 $1.3M 0.00% -1K -5.7% $57.24 -2.2%
289 CHE CHEMED CORP NEW Healthcare 2,890.0 $1.2M 0.00% -399.0 -12.1% $427.86 +3.8%
290 MTD METTLER TOLEDO INTERNATIONAL Healthcare 876.0 $1.2M 0.00% -10.0 -1.1% $1394.19 -23.9%
291 BWA BORGWARNER INC Consumer Cyclical 27,017.0 $1.2M 0.00% -3K -10.1% $45.06 +39.8%
292 GRMN GARMIN LTD Technology 5,999.0 $1.2M 0.00% -664.0 -10.0% $202.85 +11.6%
293 BOX BOX INC Technology 39,973.0 $1.2M 0.00% -5K -10.6% $29.91 -14.8%
294 SMG SCOTTS MIRACLE-GRO CO Basic Materials 20,386.0 $1.2M 0.00% -3K -10.9% $58.35 -0.7%
295 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 55,998.0 $1.2M 0.00% -3K -4.9% $21.05 -17.9%
296 EQT EQT CORP Energy 21,700.0 $1.2M 0.00% -3K -10.4% $53.60 +7.1%
297 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,779.0 $1.2M 0.00% -1K -9.4% $83.85 +14.7%
298 ATO ATMOS ENERGY CORP Utilities 6,579.0 $1.1M 0.00% -821.0 -11.1% $167.63 +6.3%
299 CDW CDW CORP Technology 8,062.0 $1.1M 0.00% -18K -68.6% $136.20 -24.3%
300 PPL PPL CORP Utilities 31,241.0 $1.1M 0.00% -1K -3.2% $35.02 -0.6%
Page 15 of 49  ·  961 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%