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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 24 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DD DUPONT DE NEMOURS INC Basic Materials 49,378.0 $2.0M 0.01% -1K -2.3% $40.20 +21.0%
462 ITOT ISHARES TR 13,272.0 $2.0M 0.01% +4K +50.5% $148.69 +7.5%
463 VCR VANGUARD WORLD FD 5,008.0 $2.0M 0.01% +104.0 +2.1% $393.92 -3.6%
464 BKR BAKER HUGHES COMPANY Energy 42,740.0 $1.9M 0.01% +3K +8.9% $45.54 +43.8%
465 SCHF SCHWAB STRATEGIC TR 79,961.0 $1.9M 0.01% -7K -7.6% $24.04 +11.0%
466 ARW ARROW ELECTRS INC Technology 17,346.0 $1.9M 0.01% -2K -11.7% $110.18 +87.2%
467 SPDW SPDR INDEX SHS FDS 42,890.0 $1.9M 0.01% +6K +17.4% $44.41 +10.5%
468 IRM IRON MTN INC DEL Real Estate 22,790.0 $1.9M 0.01% +628.0 +2.8% $82.95 +49.4%
469 DELL DELL TECHNOLOGIES INC Technology 14,978.0 $1.9M 0.01% -733.0 -4.7% $125.88 +89.1%
470 VEEV VEEVA SYS INC Healthcare 8,404.0 $1.9M 0.01% +286.0 +3.5% $223.23 -26.6%
471 CFR CULLEN FROST BANKERS INC Financial Services 14,813.0 $1.9M 0.01% -28K -65.1% $126.63 +9.2%
472 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,608.0 $1.9M 0.01% +188.0 +2.9% $283.31 -24.1%
473 DFAC DIMENSIONAL ETF TRUST 47,196.0 $1.9M 0.01% -882.0 -1.8% $39.59 +7.8%
474 AXON AXON ENTERPRISE INC Industrials 3,256.0 $1.8M 0.01% -28.0 -0.8% $567.93 -30.9%
475 VRSK VERISK ANALYTICS INC Industrials 8,259.0 $1.8M 0.01% -1K -13.4% $223.69 -23.3%
476 R RYDER SYS INC Industrials 9,643.0 $1.8M 0.01% -3K -24.0% $191.39 +21.0%
477 NICE NICE LTD Technology 16,326.0 $1.8M 0.01% +10K +146.0% $113.04 -18.3%
478 CF CF INDS HLDGS INC Basic Materials 23,831.0 $1.8M 0.01% -2K -8.4% $77.34 +65.3%
479 ROK ROCKWELL AUTOMATION INC Industrials 4,733.0 $1.8M 0.01% -907.0 -16.1% $389.07 +12.2%
480 CPRT COPART INC Industrials 46,944.0 $1.8M 0.01% -4K -8.4% $39.15 -14.6%
Page 24 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%