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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 18 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 APP APPLOVIN CORP Technology 6,123.0 $4.1M 0.01% +5K +312.1% $673.82 -28.0%
342 NXPI NXP SEMICONDUCTORS N V Technology 18,956.0 $4.1M 0.01% -1K -6.9% $217.06 +34.0%
343 TT TRANE TECHNOLOGIES PLC Industrials 10,511.0 $4.1M 0.01% +397.0 +3.9% $389.20 +16.7%
344 GIS GENERAL MLS INC Consumer Defensive 87,060.0 $4.0M 0.01% +51K +140.2% $46.50 -28.8%
345 HDB HDFC BANK LTD Financial Services 110,464.0 $4.0M 0.01% -2K -1.5% $36.54 -34.3%
346 PCAR PACCAR INC Industrials 36,798.0 $4.0M 0.01% +717.0 +2.0% $109.51 -0.4%
347 PAYX PAYCHEX INC Industrials 35,289.0 $4.0M 0.01% +2K +4.6% $112.18 -15.4%
348 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11,271.0 $4.0M 0.01% -303.0 -2.6% $350.55 +12.0%
349 KVUE KENVUE INC Consumer Defensive 225,399.0 $3.9M 0.01% +34K +17.8% $17.25 -1.0%
350 PRU PRUDENTIAL FINL INC Financial Services 33,989.0 $3.8M 0.01% -265.0 -0.8% $112.88 -9.8%
351 AWK AMERICAN WTR WKS CO INC NEW Utilities 29,187.0 $3.8M 0.01% -2K -5.4% $130.50 -4.3%
352 HPE HEWLETT PACKARD ENTERPRISE C Technology 158,223.0 $3.8M 0.01% +17K +11.9% $24.02 +36.6%
353 FAST FASTENAL CO Industrials 93,314.0 $3.7M 0.01% +4K +4.8% $40.13 +8.0%
354 VLTO VERALTO CORP Industrials 37,477.0 $3.7M 0.01% -5K -11.8% $99.78 -13.9%
355 HIG HARTFORD INSURANCE GROUP INC Financial Services 26,805.0 $3.7M 0.01% +1K +4.6% $137.80 -2.3%
356 HRL HORMEL FOODS CORP Consumer Defensive 152,545.0 $3.6M 0.01% +27K +21.4% $23.70 -14.6%
357 DRI DARDEN RESTAURANTS INC Consumer Cyclical 19,589.0 $3.6M 0.01% -1K -7.1% $184.02 +3.9%
358 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 12,536.0 $3.6M 0.01% +270.0 +2.2% $287.25 +9.7%
359 CNC CENTENE CORP DEL Healthcare 87,210.0 $3.6M 0.01% +16K +22.1% $41.15 +40.0%
360 QUAL ISHARES TR 17,936.0 $3.6M 0.01% -2K -12.1% $198.62 +5.7%
Page 18 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%