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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 108 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 VRTS VIRTUS INVT PARTNERS INC Financial Services 59.0 $10K +25.0 +73.5% $163.15 -14.1%
2142 PREF PRINCIPAL EXCHANGE TRADED FD 502.0 $10K $19.07 -0.9%
2143 VLUE ISHARES TR 70.0 $10K -13K -99.5% $136.73 +30.4%
2144 HYGH ISHARES U S ETF TR 111.0 $10K NEW $86.20 +0.1%
2145 RUSHA RUSHENTERPRISES INC Consumer Cyclical 177.0 $10K +64.0 +56.6% $53.94 +27.4%
2146 TRUP TRUPANION INC Financial Services 252.0 $9K -17.0 -6.3% $37.37 -39.9%
2147 JAMES HARDIE INDS PLC 452.0 $9K -52.0 -10.3% $20.75
2148 CNXN PC CONNECTION INC Technology 162.0 $9K +16.0 +11.0% $57.76 +12.9%
2149 ASX ASE TECHNOLOGY HLDG CO LTD Technology 577.0 $9K $16.10 +91.9%
2150 MRTN MARTEN TRANS LTD Industrials 816.0 $9K +562.0 +221.3% $11.38 +39.9%
2151 HFWA HERITAGE FINL CORP WASH Financial Services 392.0 $9K -4.0 -1.0% $23.65 +12.6%
2152 MARA MARA HOLDINGS INC Financial Services 1,032.0 $9K -909.0 -46.8% $8.98 +35.6%
2153 CPF CENTRAL PAC FINL CORP Financial Services 297.0 $9K +4.0 +1.4% $31.16 +9.8%
2154 FLY FIREFLY AEROSPACE INC Industrials 413.0 $9K NEW $22.37 +96.5%
2155 HTRB HARTFORD FDS EXCHANGE TRADED 269.0 $9K NEW $34.15 -2.4%
2156 BBCA J P MORGAN EXCHANGE TRADED F 98.0 $9K -306.0 -75.7% $93.00 +6.2%
2157 IDU ISHARES TR 84.0 $9K -264.0 -75.9% $108.36 +3.6%
2158 SUSL ISHARES TR 75.0 $9K $121.27 +7.0%
2159 BANR BANNER CORP Financial Services 144.0 $9K +38.0 +35.9% $62.66 +1.3%
2160 RAMACO RES INC 500.0 $9K $18.00
Page 108 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%