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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 111 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 105.0 $8K +100.0 +2000.0% $76.23 -12.3%
2202 RSPS INVESCO EXCHANGE TRADED FD T 275.0 $8K $29.03 +3.3%
2203 SCSC SCANSOURCE INC Technology 204.0 $8K +10.0 +5.2% $39.06 +10.0%
2204 COTY COTY INC Consumer Defensive 2,586.0 $8K -1K -30.6% $3.08 -34.7%
2205 NHC NATIONAL HEALTHCARE CORP Healthcare 58.0 $8K +4.0 +7.4% $137.09 +43.2%
2206 EMBC EMBECTA CORP Healthcare 667.0 $8K +353.0 +112.4% $11.88 -75.6%
2207 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 212.0 $8K +8.0 +3.9% $37.36 -8.5%
2208 WLY WILEY JOHN & SONS INC Communication Services 257.0 $8K -38.0 -12.9% $30.63 +36.0%
2209 AMR ALPHA METALLURGICAL RESOUR I Energy 39.0 $8K +8.0 +25.8% $199.87 -11.7%
2210 BRCC BRC INC Consumer Defensive 7,000.0 $8K $1.11 +50.5%
2211 DYNAVAX TECHNOLOGIES CORP 504.0 $8K +56.0 +12.5% $15.38
2212 THRO BLACKROCK ETF TRUST 200.0 $8K +38.0 +23.5% $38.56 +8.6%
2213 BEONE MEDICINES LTD 25.0 $8K $303.80
2214 SMP STANDARD MTR PRODS INC Consumer Cyclical 206.0 $8K +9.0 +4.6% $36.85 +0.3%
2215 CEVA CEVA INC Technology 350.0 $8K -17.0 -4.6% $21.52 +69.3%
2216 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 120.0 $8K +39.0 +48.1% $62.66 +1.3%
2217 CFFN CAPITOL FED FINL INC Financial Services 1,093.0 $7K -61.0 -5.3% $6.81 +12.0%
2218 GTX GARRETT MOTION INC Consumer Cyclical 425.0 $7K -63.0 -12.9% $17.43 +74.3%
2219 KIDS ORTHOPEDIATRICS CORP Healthcare 417.0 $7K $17.76 +2.1%
2220 STM STMICROELECTRONICS N V Technology 285.0 $7K +16.0 +6.0% $25.94 +135.0%
Page 111 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%