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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 20 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UPS UNITED PARCEL SERVICE INC Industrials 31,387.0 $3.1M 0.01% +6K +24.6% $99.19 -2.8%
382 HII HUNTINGTON INGALLS INDS INC Industrials 9,044.0 $3.1M 0.01% -452.0 -4.8% $340.07 -4.4%
383 ADSK AUTODESK INC Technology 10,384.0 $3.1M 0.01% +773.0 +8.0% $296.01 -17.2%
384 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 30,189.0 $3.1M 0.01% +5K +20.3% $101.07 +19.8%
385 A AGILENT TECHNOLOGIES INC Healthcare 22,401.0 $3.0M 0.01% -1K -6.1% $136.07 -17.8%
386 SONY SONY GROUP CORP Technology 118,601.0 $3.0M 0.01% -5K -3.9% $25.60 -10.3%
387 WTFC WINTRUST FINL CORP Financial Services 21,655.0 $3.0M 0.01% -2K -9.1% $139.82 +4.9%
388 ROST ROSS STORES INC Consumer Cyclical 16,763.0 $3.0M 0.01% -928.0 -5.2% $180.14 +18.3%
389 MFC MANULIFE FINL CORP Financial Services 82,612.0 $3.0M 0.01% -2K -1.8% $36.28 +4.3%
390 RIO RIO TINTO PLC Basic Materials 37,382.0 $3.0M 0.01% +4K +12.4% $80.03 +26.9%
391 RKT ROCKET COS INC Financial Services 154,282.0 $3.0M 0.01% +28K +22.2% $19.36 -33.8%
392 ALL ALLSTATE CORP Financial Services 14,149.0 $2.9M 0.01% -132.0 -0.9% $208.15 +8.4%
393 CAH CARDINAL HEALTH INC Healthcare 14,265.0 $2.9M 0.01% +565.0 +4.1% $205.50 -1.2%
394 KMB KIMBERLY-CLARK CORP Consumer Defensive 28,855.0 $2.9M 0.01% -2K -7.2% $100.89 -4.3%
395 KMI KINDER MORGAN INC DEL Energy 104,818.0 $2.9M 0.01% -6K -5.8% $27.49 +24.9%
396 CF BANKSHARES INC 114,914.0 $2.9M 0.01% $24.95
397 TGT TARGET CORP Consumer Defensive 29,319.0 $2.9M 0.01% -3K -9.6% $97.75 +29.2%
398 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 34,507.0 $2.9M 0.01% -2K -6.6% $83.00 -38.2%
399 FIS FIDELITY NATL INFORMATION SV Technology 42,723.0 $2.8M 0.01% +4K +11.5% $66.46 -35.1%
400 HUM HUMANA INC Healthcare 11,049.0 $2.8M 0.01% -343.0 -3.0% $256.13 +21.5%
Page 20 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%