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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 24 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ANNALY CAPITAL MANAGEMENT IN 9,571.0 $214K 0.00% -3K -26.8% $22.36
462 ENSG ENSIGN GROUP INC Healthcare 1,216.0 $212K 0.00% -73.0 -5.7% $174.20 +0.1%
463 PAR PAR TECHNOLOGY CORP Technology 5,752.0 $209K 0.00% -248.0 -4.1% $36.28 -59.4%
464 XMMO INVESCO EXCHANGE TRADED FD T 1,500.0 $208K 0.00% -493.0 -24.7% $138.46 +14.8%
465 OKTA OKTA INC Technology 2,361.0 $204K 0.00% -177.0 -7.0% $86.47 +1.5%
466 IDCC INTERDIGITAL INC Technology 636.0 $202K 0.00% -120.0 -15.9% $318.38 -15.9%
467 HIW HIGHWOODS PPTYS INC Real Estate 7,801.0 $201K 0.00% -901.0 -10.3% $25.82 -1.5%
468 VFC V F CORP Consumer Cyclical 11,066.0 $200K 0.00% -125.0 -1.1% $18.08 -7.7%
469 VCIT VANGUARD SCOTTSDALE FDS 2,387.0 $200K 0.00% -4K -61.0% $83.75 -2.2%
470 LECO LINCOLN ELEC HLDGS INC Industrials 827.0 $198K 0.00% -292.0 -26.1% $239.64 +6.9%
471 RS RELIANCE INC Basic Materials 682.0 $197K 0.00% -52.0 -7.1% $288.87 +22.2%
472 B BARRICK MNG CORP Basic Materials 4,514.0 $197K 0.00% -1K -24.1% $43.55 -8.1%
473 CCJ CAMECO CORP Energy 2,142.0 $196K 0.00% -103.0 -4.6% $91.49 +12.7%
474 ARM ARM HOLDINGS PLC Technology 1,780.0 $195K 0.00% -12.0 -0.7% $109.31 +96.1%
475 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,141.0 $194K 0.00% -656.0 -23.4% $90.70 +0.7%
476 FIVE FIVE BELOW INC Consumer Cyclical 1,014.0 $191K 0.00% -77.0 -7.1% $188.36 +12.6%
477 SMURFIT WESTROCK PLC 4,903.0 $190K 0.00% -4K -47.3% $38.67
478 ILMN ILLUMINA INC Healthcare 1,422.0 $187K 0.00% -49.0 -3.3% $131.16 +6.8%
479 FDN FIRST TR EXCHANGE-TRADED FD 686.0 $185K 0.00% -13.0 -1.9% $269.18 +0.3%
480 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,757.0 $181K 0.00% -738.0 -29.6% $102.89 -34.7%
Page 24 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%