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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 23 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TROW PRICE T ROWE GROUP INC Financial Services 22,189.0 $2.3M 0.01% +359.0 +1.6% $102.38 -0.1%
442 IBB ISHARES TR 13,255.0 $2.2M 0.01% $168.77 -1.0%
443 HLN HALEON PLC Healthcare 220,585.0 $2.2M 0.01% -7K -3.1% $10.11 -8.3%
444 PPG PPG INDS INC Basic Materials 21,220.0 $2.2M 0.01% -2K -7.2% $102.46 +2.8%
445 VLO VALERO ENERGY CORP Energy 13,348.0 $2.2M 0.01% -3K -15.8% $162.79 +56.7%
446 EBAY EBAY INC. Consumer Cyclical 24,640.0 $2.1M 0.01% -465.0 -1.9% $87.10 +35.9%
447 NVO NOVO-NORDISK A S Healthcare 42,160.0 $2.1M 0.01% +978.0 +2.4% $50.88 -11.9%
448 TPR TAPESTRY INC Consumer Cyclical 16,735.0 $2.1M 0.01% -2K -11.8% $127.77 +5.6%
449 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 26,581.0 $2.1M 0.01% -7K -20.2% $80.30 -2.6%
450 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,411.0 $2.1M 0.01% -32.0 -0.7% $480.57 +3.8%
451 TRGP TARGA RES CORP Energy 11,472.0 $2.1M 0.01% -173.0 -1.5% $184.50 +46.9%
452 ET ENERGY TRANSFER L P Energy 127,208.0 $2.1M 0.01% +2K +2.0% $16.49 +23.2%
453 ACWI ISHARES TR 14,819.0 $2.1M 0.01% $141.49 +9.4%
454 MTB M & T BK CORP Financial Services 10,185.0 $2.1M 0.01% $201.48 +4.2%
455 BIO BIO RAD LABS INC Healthcare 6,757.0 $2.0M 0.01% -931.0 -12.1% $302.99 -6.4%
456 LNG CHENIERE ENERGY INC Energy 10,513.0 $2.0M 0.01% +561.0 +5.6% $194.39 +25.8%
457 COIN COINBASE GLOBAL INC Financial Services 8,997.0 $2.0M 0.01% +1K +16.2% $226.14 -14.0%
458 EW EDWARDS LIFESCIENCES CORP Healthcare 23,810.0 $2.0M 0.01% -1K -5.9% $85.25 -3.5%
459 SWKS SKYWORKS SOLUTIONS INC Technology 31,564.0 $2.0M 0.01% -4K -10.7% $63.41 +14.3%
460 TWLO TWILIO INC Communication Services 14,024.0 $2.0M 0.01% +11K +339.6% $142.24 +32.0%
Page 23 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%