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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 28 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PDP INVESCO EXCHANGE TRADED FD T 843.0 $98K -84.0 -9.1% $116.40 +16.0%
542 DOCS DOXIMITY INC Healthcare 2,191.0 $97K -634.0 -22.4% $44.28 -56.4%
543 WK WORKIVA INC Technology 1,116.0 $96K -36.0 -3.1% $86.25 -41.2%
544 EQH EQUITABLE HLDGS INC Financial Services 2,004.0 $95K -2K -54.7% $47.65 -12.0%
545 PEN PENUMBRA INC Healthcare 306.0 $95K -35.0 -10.3% $310.91 +5.2%
546 FRME FIRST MERCHANTS CORP Financial Services 2,538.0 $95K -571.0 -18.4% $37.48 +4.6%
547 WHR WHIRLPOOL CORP Consumer Cyclical 1,307.0 $94K -253.0 -16.2% $72.14 -46.7%
548 FSS FEDERAL SIGNAL CORP Industrials 868.0 $94K -69.0 -7.4% $108.59 +2.2%
549 DON WISDOMTREE TR 1,826.0 $94K -631.0 -25.7% $51.60 +4.6%
550 VOYA VOYA FINANCIAL INC Financial Services 1,263.0 $94K -27.0 -2.1% $74.49 +8.2%
551 LFUS LITTELFUSE INC Technology 365.0 $92K -48.0 -11.6% $252.92 +69.1%
552 SPSC SPS COMM INC Technology 1,032.0 $92K -250.0 -19.5% $89.13 -40.2%
553 IPAR INTERPARFUMS INC Consumer Defensive 1,056.0 $90K -687.0 -39.4% $84.83 +2.2%
554 ATMP BARCLAYS BANK PLC Financial Services 3,113.0 $90K -4K -55.4% $28.77 +26.7%
555 MRCY MERCURY SYS INC Industrials 1,196.0 $87K -55.0 -4.4% $73.01 +25.5%
556 Z ZILLOW GROUP INC Communication Services 1,265.0 $86K -206.0 -14.0% $68.22 -46.5%
557 NNN NNN REIT INC Real Estate 2,170.0 $86K -70.0 -3.1% $39.63 +11.8%
558 ONB OLD NATL BANCORP IND Financial Services 3,811.0 $85K -35.0 -0.9% $22.31 +4.3%
559 ROAD CONSTRUCTION PARTNERS INC Industrials 783.0 $85K -55.0 -6.6% $108.55 +3.0%
560 DOCU DOCUSIGN INC Technology 1,223.0 $84K -138.0 -10.1% $68.40 -26.8%
Page 28 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%