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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 106 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 FMAT FIDELITY COVINGTON TRUST 205.0 $11K +184.0 +876.2% $53.11 +6.7%
2102 PSEC PROSPECT CAP CORP Financial Services 4,200.0 $11K NEW $2.59 -15.4%
2103 JCPB J P MORGAN EXCHANGE TRADED F 228.0 $11K NEW $47.35 -2.3%
2104 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 187.0 $11K -172.0 -47.9% $57.69 +26.2%
2105 PPTA PERPETUA RESOURCES CORP Basic Materials 443.0 $11K -250.0 -36.1% $24.21 +10.0%
2106 USHY ISHARES TR 286.0 $11K +259.0 +959.3% $37.40 -1.9%
2107 SEM SELECT MED HLDGS CORP Healthcare 720.0 $11K +186.0 +34.8% $14.85 +11.0%
2108 OI O-I GLASS INC Consumer Cyclical 722.0 $11K +132.0 +22.4% $14.76 -43.4%
2109 PTCT PTC THERAPEUTICS INC Healthcare 140.0 $11K NEW $75.96 -7.6%
2110 STLA STELLANTIS N.V Consumer Cyclical 976.0 $11K -373.0 -27.6% $10.89 -32.0%
2111 TOST TOAST INC Technology 299.0 $11K +84.0 +39.1% $35.51 -36.2%
2112 KMLM KRANESHARES TRUST 408.0 $11K $25.95 +15.4%
2113 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 491.0 $11K +61.0 +14.2% $21.56 -18.0%
2114 TALO TALOS ENERGY INC Energy 958.0 $11K +52.0 +5.7% $11.02 +47.4%
2115 KMT KENNAMETAL INC Industrials 370.0 $11K +40.0 +12.1% $28.41 +22.9%
2116 RC READY CAPITAL CORP Real Estate 4,812.0 $10K +3K +182.7% $2.18 -21.1%
2117 PARR PAR PAC HOLDINGS INC Energy 294.0 $10K $35.14 +67.3%
2118 OII OCEANEERING INTL INC Energy 429.0 $10K +38.0 +9.7% $24.03 +60.4%
2119 FG F&G ANNUITIES & LIFE INC Financial Services 333.0 $10K +184.0 +123.5% $30.85 -9.1%
2120 WGO WINNEBAGO INDS INC Consumer Cyclical 253.0 $10K -6.0 -2.3% $40.52 -28.3%
Page 106 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%