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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 4 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESGD ISHARES TR 610,365.0 $58.0M 0.18% -49K -7.5% $95.09 +5.7%
62 SPGI S&P GLOBAL INC Financial Services 108,319.0 $56.6M 0.18% -758.0 -0.7% $522.59 -22.7%
63 EMR EMERSON ELEC CO Industrials 424,537.0 $56.3M 0.18% -16K -3.6% $132.72 +3.9%
64 IVE ISHARES TR 239,291.0 $50.7M 0.16% -7K -2.7% $212.07 +5.4%
65 VTV VANGUARD INDEX FDS 264,030.0 $50.4M 0.16% -16K -5.5% $190.99 +8.2%
66 SPGP INVESCO EXCHANGE TRADED FD T 439,630.0 $50.1M 0.16% -37K -7.8% $113.86 +1.9%
67 MU MICRON TECHNOLOGY INC Technology 171,261.0 $48.9M 0.15% -3K -1.6% $285.41 +171.9%
68 ECL ECOLAB INC Basic Materials 171,130.0 $44.9M 0.14% -3K -1.7% $262.52 -5.2%
69 USB US BANCORP DEL Financial Services 755,366.0 $40.3M 0.13% -11K -1.5% $53.36 +0.1%
70 EEM ISHARES TR 712,243.0 $39.0M 0.12% -38K -5.1% $54.71 +18.9%
71 SYK STRYKER CORPORATION Healthcare 109,828.0 $38.6M 0.12% -4K -3.3% $351.47 -13.1%
72 PFF ISHARES TR 1,230,373.0 $38.1M 0.12% -11K -0.9% $30.96 +0.9%
73 NKE NIKE INC Consumer Cyclical 587,292.0 $37.4M 0.12% -16K -2.6% $63.71 -34.0%
74 XLF SELECT SECTOR SPDR TR 682,554.0 $37.4M 0.12% -18K -2.6% $54.77 -6.6%
75 LMT LOCKHEED MARTIN CORP Industrials 71,827.0 $34.7M 0.11% -1K -1.9% $483.67 +7.6%
76 DVY ISHARES TR 231,776.0 $32.7M 0.10% -22K -8.7% $141.14 +7.0%
77 COP CONOCOPHILLIPS Energy 349,409.0 $32.7M 0.10% -25K -6.7% $93.61 +27.1%
78 FITB FIFTH THIRD BANCORP Financial Services 686,240.0 $32.1M 0.10% -27K -3.8% $46.81 +1.9%
79 YUM YUM BRANDS INC Consumer Cyclical 203,099.0 $30.7M 0.10% -13K -5.9% $151.28 -0.4%
80 BMY BRISTOL-MYERS SQUIBB CO Healthcare 566,644.0 $30.6M 0.10% -102K -15.2% $53.94 +5.7%
Page 4 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%