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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 118 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 RGR STURM RUGER & CO INC Industrials 126.0 $4K -54.0 -30.0% $32.65 +20.9%
2342 WERN WERNER ENTERPRISES INC Industrials 137.0 $4K -159.0 -53.7% $30.01 +24.3%
2343 PDS PRECISION DRILLING CORP Energy 57.0 $4K $71.88 +32.2%
2344 RES RPC INC Energy 737.0 $4K $5.44 +27.2%
2345 VTOL BRISTOW GROUP INC Energy 109.0 $4K +8.0 +7.9% $36.62 +15.1%
2346 PRIM PRIMORIS SVCS CORP Industrials 32.0 $4K NEW $124.12 -8.7%
2347 CABO CABLE ONE INC Communication Services 35.0 $4K +12.0 +52.2% $112.86 -56.8%
2348 BROWN FORMAN CORP 149.0 $4K $26.31
2349 HLX HELIX ENERGY SOLUTIONS GRP I Energy 625.0 $4K $6.27 +60.3%
2350 VWOB VANGUARD WHITEHALL FDS 58.0 $4K NEW $67.43 -2.1%
2351 CLOB VANECK ETF TRUST 77.0 $4K $50.66 -0.4%
2352 NAVI NAVIENT CORPORATION Financial Services 298.0 $4K +35.0 +13.3% $13.00 -37.4%
2353 ACMR ACM RESHINC Technology 98.0 $4K NEW $39.45 +60.3%
2354 ACRE ARES COML REAL ESTATE CORP Real Estate 800.0 $4K $4.78 -2.9%
2355 SHLD GLOBAL X FDS 59.0 $4K $64.80 -1.8%
2356 ABR ARBOR REALTY TRUST INC Real Estate 489.0 $4K -100.0 -17.0% $7.76 -22.2%
2357 LGIH LGI HOMES INC Consumer Cyclical 88.0 $4K -69.0 -44.0% $42.95 -5.9%
2358 DFAI DIMENSIONAL ETF TRUST 99.0 $4K -6K -98.3% $38.11 +8.0%
2359 EPC EDGEWELL PERS CARE CO Consumer Defensive 221.0 $4K -80.0 -26.6% $17.05 -6.6%
2360 WT WISDOMTREE INC Financial Services 309.0 $4K -43.0 -12.2% $12.19 +59.2%
Page 118 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%