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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 116 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 TILE INTERFACE INC Consumer Cyclical 175.0 $5K +86.0 +96.6% $27.92 +0.5%
2302 URAA DIREXION SHS ETF TR 156.0 $5K $31.25 +4.0%
2303 MNDY MONDAY COM LTD Technology 33.0 $5K -47.0 -58.8% $147.55 -51.2%
2304 UPBOUND GROUP INC 276.0 $5K -45.0 -14.0% $17.56
2305 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 125.0 $5K $38.73 -12.3%
2306 EVTC EVERTEC INC Technology 164.0 $5K -102.0 -38.4% $29.09 -18.8%
2307 METALLUS INC 276.0 $5K -20.0 -6.8% $17.16
2308 IWC ISHARES TR 30.0 $5K $157.70 +13.2%
2309 BDN BRANDYWINE RLTY TR Real Estate 1,611.0 $5K -83.0 -4.9% $2.92 +3.8%
2310 UFPT UFP TECHNOLOGIES INC Healthcare 21.0 $5K +3.0 +16.7% $222.05 -3.6%
2311 UGE PROSHARES TR 276.0 $5K $16.72 +19.6%
2312 MNRO MONRO INC Consumer Cyclical 230.0 $5K +55.0 +31.4% $20.04 -21.4%
2313 CTKB CYTEK BIOSCIENCES INC Healthcare 912.0 $5K +52.0 +6.0% $5.05 -32.5%
2314 MCW MISTER CAR WASHINC Consumer Cyclical 820.0 $5K NEW $5.56 +27.7%
2315 WKC WORLD KINECT CORPORATION Energy 194.0 $5K -54.0 -21.8% $23.43 +21.4%
2316 RCI ROGERS COMMUNICATIONS INC Communication Services 119.0 $4K +28.0 +30.8% $37.73 -6.3%
2317 PERIMETER SOLUTIONS INC 163.0 $4K $27.53
2318 ACT ENACT HLDGS INC Financial Services 113.0 $4K +31.0 +37.8% $39.64 +11.1%
2319 IEO ISHARES TR 50.0 $4K $89.26 +36.8%
2320 SPBO SPDR SERIES TRUST 152.0 $4K $29.34 -2.1%
Page 116 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%