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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 119 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 WABC WESTAMERICA BANCORPORATION Financial Services 78.0 $4K +18.0 +30.0% $47.83 +12.4%
2362 QDEL QUIDELORTHO CORP Healthcare 129.0 $4K -184.0 -58.8% $28.56 -63.9%
2363 APOG APOGEE ENTERPRISES INC Industrials 100.0 $4K +81.0 +426.3% $36.41 -5.5%
2364 CENT CENTRAL GARDEN & PET CO Consumer Defensive 113.0 $4K +13.0 +13.0% $32.15 +19.9%
2365 AVES AMERICAN CENTY ETF TR 62.0 $4K NEW $58.31 +11.4%
2366 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 182.0 $4K -74.0 -28.9% $19.81 +94.5%
2367 BLMN BLOOMIN BRANDS INC Consumer Cyclical 578.0 $4K -203.0 -26.0% $6.17 +30.3%
2368 UFCS UNITED FIRE GROUP INC Financial Services 98.0 $4K $36.35 +32.2%
2369 OXSQ OXFORD SQUARE CAP CORP Financial Services 2,000.0 $4K NEW $1.76 -13.1%
2370 EIG EMPLOYERS HLDGS INC Financial Services 80.0 $3K +2.0 +2.6% $43.17 -2.7%
2371 AMER SPORTS INC 92.0 $3K $37.35
2372 PATHWARD FINANCIAL INC 48.0 $3K -34.0 -41.5% $71.00
2373 DXPE DXP ENTERPRISES INC Industrials 31.0 $3K -1.0 -3.1% $109.77 +33.8%
2374 HLIT HARMONIC INC Technology 336.0 $3K -59.0 -14.9% $9.89 +26.8%
2375 NBHC NATIONAL BK HLDGS CORP Financial Services 87.0 $3K +17.0 +24.3% $38.01 +7.4%
2376 ARI APOLLO COML REAL EST FIN INC Real Estate 339.0 $3K +24.0 +7.6% $9.68 +12.6%
2377 OCCIDENTAL PETE CORP 170.0 $3K -3.0 -1.7% $19.26
2378 DCOR DIMENSIONAL ETF TRUST 44.0 $3K NEW $73.64 +8.4%
2379 EWJ ISHARES INC 40.0 $3K -1K -97.0% $80.75 +12.6%
2380 RDY DR REDDYS LABS LTD Healthcare 230.0 $3K $14.04 -3.1%
Page 119 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%