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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 15 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CG CARLYLE GROUP INC Financial Services 116,874.0 $6.9M 0.02% +10K +9.0% $59.11 -21.2%
282 HSY HERSHEY CO Consumer Defensive 37,198.0 $6.8M 0.02% -3K -8.3% $181.98 +2.7%
283 CI THE CIGNA GROUP Healthcare 24,582.0 $6.8M 0.02% -2K -6.5% $275.23 +4.2%
284 AFL AFLAC INC Financial Services 60,377.0 $6.7M 0.02% -2K -3.6% $110.27 +7.6%
285 COWZ PACER FDS TR 109,184.0 $6.6M 0.02% -17K -13.4% $60.17 +5.7%
286 CL COLGATE PALMOLIVE CO Consumer Defensive 82,990.0 $6.6M 0.02% +5K +7.0% $79.02 +13.8%
287 ENB ENBRIDGE INC Energy 130,762.0 $6.3M 0.02% -7K -4.9% $47.83 +15.6%
288 DOV DOVER CORP Industrials 31,802.0 $6.2M 0.02% -2K -5.8% $195.24 +8.0%
289 DLR DIGITAL RLTY TR INC Real Estate 39,899.0 $6.2M 0.02% -2K -4.3% $154.71 +21.8%
290 IJS ISHARES TR 54,095.0 $6.2M 0.02% -4K -6.2% $113.72 +11.0%
291 SLV ISHARES SILVER TR Financial Services 95,139.0 $6.1M 0.02% +4K +4.7% $64.42 +8.6%
292 AJG GALLAGHER ARTHUR J & CO Financial Services 23,606.0 $6.1M 0.02% -2K -7.1% $258.79 -20.0%
293 SHEL SHELL PLC Energy 81,969.0 $6.0M 0.02% -773.0 -0.9% $73.48 +16.2%
294 CHDN CHURCHILL DOWNS INC Consumer Cyclical 52,649.0 $6.0M 0.02% +52K +6547.6% $113.78 -22.7%
295 SHOP SHOPIFY INC Technology 37,205.0 $6.0M 0.02% -503.0 -1.3% $160.97 -37.7%
296 USSG DBX ETF TR 93,507.0 $5.9M 0.02% -733.0 -0.8% $63.50 +8.0%
297 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21,000.0 $5.9M 0.02% +643.0 +3.2% $278.92 -6.7%
298 EXC EXELON CORP Utilities 132,559.0 $5.8M 0.02% -2K -1.1% $43.59 -0.5%
299 AZO AUTOZONE INC Consumer Cyclical 1,697.0 $5.8M 0.02% $3391.50 -0.8%
300 VHT VANGUARD WORLD FD 19,897.0 $5.7M 0.02% -1K -5.0% $287.85 -5.7%
Page 15 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%