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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 128 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 W WAYFAIR INC Consumer Cyclical 6.0 $602.0 $100.33 -38.3%
2542 CAN FITE BIOFARMA LTD 3,000.0 $600.0 $0.20
2543 VITL VITAL FARMS INC Consumer Defensive 18.0 $575.0 NEW $31.94 -73.4%
2544 MATIV HOLDINGS INC 47.0 $571.0 $12.15
2545 SMMV ISHARES TR 13.0 $563.0 $43.31 +1.5%
2546 WASH WASHINGTON TR BANCORP INC Financial Services 19.0 $561.0 $29.53 +5.9%
2547 VRNS VARONIS SYS INC Technology 17.0 $558.0 -33.0 -66.0% $32.82 -17.1%
2548 PDM PIEDMONT REALTY TRUST INC Real Estate 65.0 $542.0 $8.34 -3.6%
2549 CMP COMPASS MINERALS INTL INC Basic Materials 27.0 $530.0 $19.63 +53.5%
2550 AI C3 AI INC Technology 39.0 $526.0 $13.49 -35.9%
2551 CMRE COSTAMARE INC Industrials 33.0 $521.0 $15.79 +11.0%
2552 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 200.0 $516.0 $2.58 +15.1%
2553 NEWT NEWTEKONE INC Financial Services 45.0 $511.0 $11.36 +15.4%
2554 CHARGEPOINT HOLDINGS INC 75.0 $498.0 +25.0 +50.0% $6.64
2555 HUMA HUMACYTE INC Healthcare 500.0 $480.0 $0.96 -3.1%
2556 MATW MATTHEWS INTL CORP Industrials 18.0 $470.0 NEW $26.11 +4.6%
2557 TRS TRIMAS CORP Consumer Cyclical 13.0 $461.0 $35.46 +12.7%
2558 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 47.0 $457.0 $9.72 -29.4%
2559 INGRAM MICRO HLDG CORP 21.0 $448.0 NEW $21.33
2560 ANGO ANGIODYNAMICS INC Healthcare 31.0 $398.0 $12.84 -16.1%
Page 128 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%