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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 35 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 URBN URBAN OUTFITTERS INC Consumer Cyclical 490.0 $37K -15.0 -3.0% $75.26 -8.4%
682 PR PERMIAN RESOURCES CORP Energy 2,622.0 $37K -255.0 -8.9% $14.03 +48.5%
683 NTNX NUTANIX INC Technology 708.0 $37K -934.0 -56.9% $51.69 -10.4%
684 EMB ISHARES TR 363.0 $35K -21.0 -5.5% $96.28 -1.7%
685 XRAY DENTSPLY SIRONA INC Healthcare 3,040.0 $35K -27K -89.9% $11.43 -11.9%
686 DISV DIMENSIONAL ETF TRUST 910.0 $35K -347.0 -27.6% $38.00 +10.5%
687 UNF UNIFIRST CORP MASS Industrials 179.0 $35K -52.0 -22.5% $192.90 +35.4%
688 SLAB SILICON LABORATORIES INC Technology 263.0 $34K -34.0 -11.4% $130.70 +65.7%
689 NEO NEOGENOMICS INC Healthcare 2,908.0 $34K -22.0 -0.8% $11.76 -28.8%
690 PHIN PHINIA INC Consumer Cyclical 544.0 $34K -14.0 -2.5% $62.69 +21.3%
691 CXT CRANE NXT CO Industrials 720.0 $34K -110.0 -13.2% $47.07 -18.8%
692 VNOM VIPER ENERGY INC Energy 858.0 $33K -678.0 -44.1% $38.63 +26.8%
693 GVA GRANITE CONSTR INC Industrials 286.0 $33K -3.0 -1.0% $115.35 +20.1%
694 MICROCHIP TECHNOLOGY INC. 562.0 $33K -191.0 -25.4% $58.28
695 AVT AVNET INC Technology 672.0 $32K -223.0 -24.9% $48.08 +73.3%
696 AVNT AVIENT CORPORATION Basic Materials 1,027.0 $32K -335.0 -24.6% $31.24 +7.4%
697 CALM CAL MAINE FOODS INC Consumer Defensive 401.0 $32K -37.0 -8.4% $79.57 -2.5%
698 BLACKROCK LONG-TERM MUN ADVA 3,418.0 $32K -582.0 -14.6% $9.28
699 BRBR BELLRING BRANDS INC Consumer Defensive 1,176.0 $31K -406.0 -25.7% $26.73 -65.4%
700 INSP INSPIRE MED SYS INC Healthcare 340.0 $31K -3.0 -0.9% $92.23 -56.6%
Page 35 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%