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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 16 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSG REPUBLIC SVCS INC Industrials 26,698.0 $5.7M 0.02% -2K -5.6% $211.93 -1.7%
302 TRV TRAVELERS COMPANIES INC Financial Services 19,139.0 $5.6M 0.02% +927.0 +5.1% $290.06 +3.3%
303 CARR CARRIER GLOBAL CORPORATION Industrials 104,046.0 $5.5M 0.02% +6K +6.0% $52.84 +22.1%
304 XYL XYLEM INC Industrials 39,761.0 $5.4M 0.02% -909.0 -2.2% $136.18 -20.6%
305 D DOMINION ENERGY INC Utilities 92,277.0 $5.4M 0.02% +2K +2.1% $58.59 +5.4%
306 SMIG ETF SER SOLUTIONS 186,512.0 $5.4M 0.02% +2K +0.8% $28.80 +8.4%
307 BDX BECTON DICKINSON & CO Healthcare 27,550.0 $5.3M 0.02% -4K -11.3% $194.07 -26.7%
308 IBIT ISHARES BITCOIN TRUST ETF Financial Services 107,347.0 $5.3M 0.02% +5K +4.9% $49.65 -12.3%
309 ROP ROPER TECHNOLOGIES INC Industrials 11,826.0 $5.3M 0.02% +402.0 +3.5% $445.13 -27.9%
310 SCHP SCHWAB STRATEGIC TR 198,479.0 $5.3M 0.02% +6K +3.3% $26.49 +0.6%
311 MSI MOTOROLA SOLUTIONS INC Technology 13,594.0 $5.2M 0.02% -363.0 -2.6% $383.32 +2.6%
312 IQVIA HLDGS INC 22,604.0 $5.1M 0.02% -1K -4.3% $225.41
313 IDXX IDEXX LABS INC Healthcare 7,516.0 $5.1M 0.02% +142.0 +1.9% $676.53 -21.8%
314 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 26,020.0 $5.0M 0.02% -2K -7.8% $193.43 +3.2%
315 MLM MARTIN MARIETTA MATLS INC Basic Materials 8,045.0 $5.0M 0.02% -409.0 -4.8% $622.66 -10.3%
316 WWD WOODWARD INC Industrials 16,562.0 $5.0M 0.02% -2K -10.8% $302.32 +15.5%
317 DAL DELTA AIR LINES INC DEL Industrials 71,453.0 $5.0M 0.02% $69.40 +1.2%
318 CATH GLOBAL X FDS 59,762.0 $4.9M 0.02% -1K -2.0% $82.23 +7.6%
319 CEG CONSTELLATION ENERGY CORP Utilities 13,661.0 $4.8M 0.01% -113.0 -0.8% $353.27 -25.8%
320 BR BROADRIDGE FINL SOLUTIONS IN Technology 21,556.0 $4.8M 0.01% -1K -5.0% $223.17 -32.5%
Page 16 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%