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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 28 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HAL HALLIBURTON CO Energy 51,259.0 $1.4M 0.01% +1K +2.4% $28.26 +50.4%
542 CRH PLC 11,450.0 $1.4M 0.01% +878.0 +8.3% $124.80
543 EME EMCOR GROUP INC Industrials 2,316.0 $1.4M 0.01% +2K +344.5% $611.79 +40.7%
544 RYANAIR HOLDINGS PLC 19,456.0 $1.4M 0.00% $72.19
545 FANG DIAMONDBACK ENERGY INC Energy 9,333.0 $1.4M 0.00% -469.0 -4.8% $150.33 +36.0%
546 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,720.0 $1.4M 0.00% +7K +309.8% $143.89 +26.8%
547 ING ING GROEP N.V. Financial Services 49,836.0 $1.4M 0.00% +1K +2.9% $28.00 +7.9%
548 STZ CONSTELLATION BRANDS INC Consumer Defensive 10,097.0 $1.4M 0.00% +3K +47.3% $137.96 +7.8%
549 AVB AVALONBAY CMNTYS INC Real Estate 7,668.0 $1.4M 0.00% -1K -11.7% $181.31 +2.9%
550 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 21,876.0 $1.4M 0.00% $62.31 +0.6%
551 APA APA CORPORATION Energy 55,706.0 $1.4M 0.00% +1K +2.6% $24.46 +62.3%
552 NTAP NETAPP INC Technology 12,559.0 $1.3M 0.00% +108.0 +0.9% $107.09 +12.3%
553 FSLR FIRST SOLAR INC Energy 5,143.0 $1.3M 0.00% +382.0 +8.0% $261.23 -10.3%
554 IT GARTNER INC Technology 5,321.0 $1.3M 0.00% +616.0 +13.1% $252.28 -38.3%
555 WBS WEBSTER FINL CORP Financial Services 21,319.0 $1.3M 0.00% -2K -9.7% $62.94 +15.9%
556 INGERSOLL RAND INC 16,772.0 $1.3M 0.00% +89.0 +0.5% $79.22
557 ENTERGY CORP NEW 14,131.0 $1.3M 0.00% +674.0 +5.0% $92.43
558 FORM FORMFACTOR INC Technology 23,360.0 $1.3M 0.00% -2K -9.3% $55.78 +123.4%
559 FCFS FIRSTCASHHOLDINGS INC Financial Services 8,153.0 $1.3M 0.00% -871.0 -9.7% $159.38 +42.4%
560 NATWEST GROUP PLC 74,247.0 $1.3M 0.00% +3K +4.8% $17.50
Page 28 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%