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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 29 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EPR EPR PPTYS Real Estate 1,673.0 $83K -99.0 -5.6% $49.90 +14.9%
562 BC BRUNSWICK CORP Consumer Cyclical 1,120.0 $83K -124.0 -10.0% $74.24 +3.0%
563 VMBS VANGUARD SCOTTSDALE FDS 1,764.0 $83K -348.0 -16.5% $47.08 -1.6%
564 NOVT NOVANTA INC Technology 690.0 $82K -186.0 -21.2% $118.99 +28.6%
565 KXI ISHARES TR 1,264.0 $82K -284.0 -18.4% $64.65 +7.8%
566 EXACT SCIENCES CORP 802.0 $81K -4K -82.9% $101.56
567 OC OWENS CORNING NEW Industrials 726.0 $81K -197.0 -21.3% $111.91 +1.9%
568 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 9,880.0 $80K -20K -66.9% $8.11 -5.2%
569 FSV FIRSTSERVICE CORP NEW Real Estate 507.0 $79K -123.0 -19.5% $155.53 -16.6%
570 IXC ISHARES TR 1,870.0 $78K -852.0 -31.3% $41.93 +36.4%
571 VNT VONTIER CORPORATION Technology 2,100.0 $78K -311.0 -12.9% $37.18 -24.6%
572 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,547.0 $77K -619.0 -28.6% $50.02 -31.3%
573 EFC ELLINGTON FINANCIAL INC Real Estate 5,626.0 $76K -32.0 -0.6% $13.58 -1.8%
574 KAI KADANT INC Industrials 265.0 $76K -38.0 -12.5% $285.02 +11.5%
575 DGII DIGI INTL INC Technology 1,737.0 $75K -161.0 -8.5% $43.29 +43.2%
576 SEALED AIR CORP NEW 1,812.0 $75K -21K -92.2% $41.43
577 AGCO AGCO CORP Industrials 713.0 $74K -177.0 -19.9% $104.32 +8.5%
578 DFAS DIMENSIONAL ETF TRUST 1,067.0 $74K -903.0 -45.8% $69.67 +8.9%
579 CCC CCC INTELLIGENT SOLUTIONS HL Technology 9,301.0 $74K -2K -14.3% $7.95 -43.1%
580 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 467.0 $74K -6.0 -1.3% $158.29 +2.5%
Page 29 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%