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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 105 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 AVUS AMERICAN CENTY ETF TR 104.0 $12K NEW $111.78 +11.4%
2082 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 995.0 $12K $11.67 +32.2%
2083 PHR PHREESIA INC Healthcare 682.0 $12K $16.92 -48.7%
2084 DFSV DIMENSIONAL ETF TRUST 349.0 $11K -2K -87.8% $32.89 +12.0%
2085 RGTI RIGETTI COMPUTING INC Technology 515.0 $11K -891.0 -63.4% $22.15 -4.5%
2086 NPWR NET POWER INC Industrials 5,000.0 $11K $2.28 -17.1%
2087 WD WALKER & DUNLOP INC Financial Services 189.0 $11K -3.0 -1.6% $60.15 -18.2%
2088 DCOM DIME CMNTY BANCSHARES INC Financial Services 377.0 $11K +45.0 +13.6% $30.09 +20.8%
2089 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 624.0 $11K -84.0 -11.9% $18.15 -15.5%
2090 XPEL XPEL INC Consumer Cyclical 226.0 $11K $49.91 -13.5%
2091 PRG PROG HOLDINGS INC Industrials 380.0 $11K -2.0 -0.5% $29.49 +12.4%
2092 VIR VIR BIOTECHNOLOGY INC Healthcare 1,853.0 $11K $6.03 +48.3%
2093 LXP INDUSTRIAL TRUST 225.0 $11K NEW $49.58
2094 STPZ PIMCO ETF TR 207.0 $11K $53.66 +0.5%
2095 ABM ABM INDS INC Industrials 261.0 $11K -238.0 -47.7% $42.30 -7.0%
2096 ALEXANDER & BALDWIN INC NEW 533.0 $11K -96.0 -15.3% $20.64
2097 BCX BLACKROCK RES & COMMODITIES Financial Services 1,000.0 $11K $10.98 +9.7%
2098 SAM BOSTON BEER INC Consumer Defensive 56.0 $11K +16.0 +40.0% $195.12 -5.9%
2099 PDFS PDF SOLUTIONS INC Technology 383.0 $11K +51.0 +15.4% $28.53 +54.4%
2100 COHU COHU INC Technology 468.0 $11K +24.0 +5.4% $23.27 +94.0%
Page 105 of 132  ·  2,633 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%