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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 12 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VOT VANGUARD INDEX FDS 51,344.0 $14.3M 0.05% +4K +8.9% $279.14 +1.8%
222 SYY SYSCO CORP Consumer Defensive 192,598.0 $14.2M 0.04% +3K +1.3% $73.69 -1.5%
223 SCHW SCHWAB CHARLES CORP Financial Services 141,558.0 $14.1M 0.04% -9K -6.2% $99.91 -9.0%
224 IJK ISHARES TR 143,786.0 $13.9M 0.04% +5K +3.6% $96.88 +13.2%
225 WINN HARBOR ETF TRUST 436,313.0 $13.6M 0.04% +218K +99.7% $31.10 +4.6%
226 SPMD SPDR SERIES TRUST 230,526.0 $13.3M 0.04% $57.91 +9.2%
227 VT VANGUARD INTL EQUITY INDEX F 93,687.0 $13.2M 0.04% -7K -6.5% $141.06 +9.0%
228 TDG TRANSDIGM GROUP INC Industrials 9,876.0 $13.1M 0.04% -811.0 -7.6% $1329.85 -13.6%
229 ASML ASML HOLDING N V Technology 12,157.0 $13.0M 0.04% +883.0 +7.8% $1069.86 +37.6%
230 KLAC KLA CORP Technology 10,694.0 $13.0M 0.04% -843.0 -7.3% $1215.08 +48.5%
231 XLY SELECT SECTOR SPDR TR 104,215.0 $12.4M 0.04% +52K +100.5% $119.41 -2.6%
232 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 190,371.0 $12.2M 0.04% +27K +16.8% $64.31 +35.3%
233 LQD ISHARES TR 110,630.0 $12.2M 0.04% -5K -4.1% $110.19 -2.4%
234 VFH VANGUARD WORLD FD 91,204.0 $12.2M 0.04% $133.49 -5.0%
235 PSA PUBLIC STORAGE OPER CO Real Estate 46,752.0 $12.1M 0.04% -4K -7.3% $259.50 +12.7%
236 BK BANK NEW YORK MELLON CORP Financial Services 103,730.0 $12.0M 0.04% -8K -6.8% $116.09 +17.7%
237 MUB ISHARES TR 112,409.0 $12.0M 0.04% +7K +7.0% $107.11 -1.0%
238 CTVA CORTEVA INC Basic Materials 178,392.0 $12.0M 0.04% +23K +14.7% $67.03 +22.6%
239 REGN REGENERON PHARMACEUTICALS Healthcare 15,425.0 $11.9M 0.04% +3K +27.9% $771.87 -9.5%
240 ICF ISHARES TR 197,007.0 $11.8M 0.04% -3K -1.6% $59.67 +12.2%
Page 12 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%