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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 33 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 APPF APPFOLIO INC Technology 193.0 $45K -63.0 -24.6% $232.65 -32.1%
642 QRVO QORVO INC Technology 530.0 $45K -18.0 -3.3% $84.51 +9.2%
643 HLNE HAMILTON LANE INC Financial Services 332.0 $45K -45.0 -11.9% $134.31 -36.6%
644 KLIC KULICKE & SOFFA INDS INC Technology 971.0 $44K -287.0 -22.8% $45.56 +124.0%
645 MIND MEDICINE MINDMED INC 3,300.0 $44K -59.0 -1.8% $13.39
646 CPK CHESAPEAKE UTILS CORP Utilities 354.0 $44K -62.0 -14.9% $124.76 +0.0%
647 VCEL VERICEL CORP Healthcare 1,223.0 $44K -163.0 -11.8% $36.01 -8.3%
648 FNB F N B CORP Financial Services 2,573.0 $44K -22.0 -0.8% $17.10 -0.2%
649 CHRD CHORD ENERGY CORPORATION Energy 474.0 $44K -22.0 -4.4% $92.70 +61.3%
650 AZTA AZENTA INC Healthcare 1,321.0 $44K -157.0 -10.6% $33.26 -51.2%
651 CHWY CHEWY INC Consumer Cyclical 1,324.0 $44K -304.0 -18.7% $33.05 -34.6%
652 ARES MANAGEMENT CORPORATION 867.0 $44K -98.0 -10.2% $50.40
653 CIVITAS RESOURCES INC 1,612.0 $44K -73.0 -4.3% $27.09
654 DUOL DUOLINGO INC Technology 247.0 $43K -46.0 -15.7% $175.50 -36.1%
655 SYNA SYNAPTICS INC Technology 585.0 $43K -42.0 -6.7% $74.02 +73.2%
656 FLAGSTAR BANK NATIONAL ASSOC 3,439.0 $43K -619.0 -15.2% $12.59
657 CURB CURBLINE PPTYS CORP Real Estate 1,862.0 $43K -47.0 -2.5% $23.21 +18.9%
658 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 20.0 $43K -1.0 -4.8% $2146.20 -9.7%
659 TRNS TRANSCAT INC Industrials 752.0 $43K -149.0 -16.5% $56.73 +32.5%
660 CUBI CUSTOMERS BANCORP INC Financial Services 575.0 $42K -18.0 -3.0% $73.12 -1.0%
Page 33 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%