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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 10 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 533,523.0 $20.9M 0.07% NEW $39.19 -13.9%
182 APH AMPHENOL CORP NEW Technology 167,821.0 $20.8M 0.07% NEW $123.75 -1.6%
183 MDLZ MONDELEZ INTL INC Consumer Defensive 332,329.0 $20.8M 0.07% NEW $62.47 -3.2%
184 VBK VANGUARD INDEX FDS 69,047.0 $20.5M 0.07% NEW $297.62 +12.4%
185 LRCX LAM RESEARCH CORP Technology 153,453.0 $20.5M 0.07% NEW $133.90 +112.6%
186 SBUX STARBUCKS CORP Consumer Cyclical 242,408.0 $20.5M 0.07% NEW $84.60 +26.3%
187 CMCSA COMCAST CORP NEW Communication Services 644,055.0 $20.2M 0.07% NEW $31.42 -20.7%
188 EFV ISHARES TR 293,610.0 $19.9M 0.06% NEW $67.83 +15.3%
189 CDNS CADENCE DESIGN SYSTEM INC Technology 55,944.0 $19.7M 0.06% NEW $351.26 -1.5%
190 WMB WILLIAMS COS INC Energy 309,561.0 $19.6M 0.06% NEW $63.35 +22.7%
191 DGS WISDOMTREE TR 340,480.0 $19.4M 0.06% NEW $57.10 +11.6%
192 ESGE ISHARES INC 441,384.0 $19.2M 0.06% NEW $43.42 +19.4%
193 MDT MEDTRONIC PLC Healthcare 200,328.0 $19.1M 0.06% NEW $95.24 -20.0%
194 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 67,858.0 $19.0M 0.06% NEW $279.29 +44.8%
195 VZ VERIZON COMMUNICATIONS INC Communication Services 417,657.0 $18.4M 0.06% NEW $43.95 +5.5%
196 IEF ISHARES TR 189,171.0 $18.2M 0.06% NEW $96.46 -3.1%
197 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 271,061.0 $18.2M 0.06% NEW $67.31 +29.4%
198 VBR VANGUARD INDEX FDS 85,084.0 $17.8M 0.06% NEW $208.71 +9.4%
199 HYG ISHARES TR 213,653.0 $17.3M 0.06% NEW $81.19 -2.0%
200 SLB SCHLUMBERGER LTD Energy 499,669.0 $17.2M 0.06% NEW $34.37 +61.1%
Page 10 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%