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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 39 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BALL BALL CORP Consumer Cyclical 9,696.0 $514K 0.00% +341.0 +3.6% $52.97 +6.4%
762 MUR MURPHY OIL CORP Energy 16,379.0 $512K 0.00% -2K -10.3% $31.25 +20.9%
763 PBR PETROLEO BRASILEIRO SA PETRO Energy 43,162.0 $511K 0.00% -3K -6.2% $11.85 +69.0%
764 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,213.0 $506K 0.00% -50.0 -4.0% $416.82 -24.1%
765 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 7,493.0 $505K 0.00% -4K -35.1% $67.39 +11.7%
766 VALE VALE S A Basic Materials 38,431.0 $501K 0.00% +21K +117.1% $13.03 +25.5%
767 UNILEVER PLC 7,606.0 $497K 0.00% NEW $65.40
768 ZTO ZTO EXPRESS CAYMAN INC Industrials 23,794.0 $497K 0.00% -46K -66.0% $20.89 +11.2%
769 IUSG ISHARES TR 2,959.0 $497K 0.00% +655.0 +28.4% $167.94 +11.1%
770 VONE VANGUARD SCOTTSDALE FDS 1,606.0 $496K 0.00% -134.0 -7.7% $309.04 +8.4%
771 SUI SUN CMNTYS INC Real Estate 3,985.0 $494K 0.00% -420.0 -9.5% $123.91 -0.7%
772 ZION ZIONS BANCORPORATION N A Financial Services 8,427.0 $493K 0.00% -549.0 -6.1% $58.54 +5.4%
773 LKQ LKQ CORP Consumer Cyclical 16,314.0 $493K 0.00% -836.0 -4.9% $30.20 -11.0%
774 CPT CAMDEN PPTY TR Real Estate 4,450.0 $490K 0.00% -449.0 -9.2% $110.08 -3.6%
775 ADC AGREE RLTY CORP Real Estate 6,778.0 $488K 0.00% +176.0 +2.7% $72.03 +5.1%
776 COOPER COS INC 5,935.0 $486K 0.00% $81.96
777 VYMI VANGUARD WHITEHALL FDS 5,378.0 $484K 0.00% +1K +34.5% $90.00 +11.3%
778 HUBS HUBSPOT INC Technology 1,206.0 $484K 0.00% +130.0 +12.1% $401.30 -50.6%
779 HP HELMERICH & PAYNE INC Energy 16,835.0 $483K 0.00% -3K -15.4% $28.68 +38.1%
780 CLX CLOROX CO DEL Consumer Defensive 4,781.0 $482K 0.00% -71.0 -1.5% $100.83 -5.6%
Page 39 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%