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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 49 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MLN VANECK ETF TRUST 12,500.0 $219K 0.00% $17.53 -1.2%
962 DTM DT MIDSTREAM INC Energy 1,830.0 $219K 0.00% -88.0 -4.6% $119.68 +24.7%
963 RB GLOBAL INC 2,121.0 $218K 0.00% +78.0 +3.8% $102.87
964 CEF SPROTT ASSET MANAGEMENT LP Financial Services 4,750.0 $218K 0.00% $45.80 +4.7%
965 MEDP MEDPACE HLDGS INC Healthcare 382.0 $215K 0.00% -41.0 -9.7% $561.65 -23.4%
966 USFD US FOODS HLDG CORP Consumer Defensive 2,847.0 $214K 0.00% +173.0 +6.5% $75.32 +7.7%
967 AYI ACUITY INC Industrials 595.0 $214K 0.00% +4.0 +0.7% $360.04 -21.9%
968 ANNALY CAPITAL MANAGEMENT IN 9,571.0 $214K 0.00% -3K -26.8% $22.36
969 PIPER SANDLER COMPANIES 625.0 $212K 0.00% +5.0 +0.8% $339.71
970 ENSG ENSIGN GROUP INC Healthcare 1,216.0 $212K 0.00% -73.0 -5.7% $174.20 -1.4%
971 JEPQ J P MORGAN EXCHANGE TRADED F 3,613.0 $210K 0.00% +2K +93.0% $58.12 +3.4%
972 SPHY SPDR SERIES TRUST 8,839.0 $209K 0.00% NEW $23.67 -1.1%
973 PAR PAR TECHNOLOGY CORP Technology 5,752.0 $209K 0.00% -248.0 -4.1% $36.28 -60.9%
974 XMMO INVESCO EXCHANGE TRADED FD T 1,500.0 $208K 0.00% -493.0 -24.7% $138.46 +18.0%
975 OKTA OKTA INC Technology 2,361.0 $204K 0.00% -177.0 -7.0% $86.47 +3.4%
976 ILCG ISHARES TR 1,960.0 $204K 0.00% +110.0 +6.0% $104.04 +10.9%
977 PHO INVESCO EXCHANGE TRADED FD T 2,890.0 $203K 0.00% $70.41 -7.8%
978 FVD FIRST TR EXCHANGE-TRADED FD 4,395.0 $203K 0.00% +373.0 +9.3% $46.08 +3.5%
979 IDCC INTERDIGITAL INC Technology 636.0 $202K 0.00% -120.0 -15.9% $318.38 -16.1%
980 BEN FRANKLIN RESOURCES INC Financial Services 8,444.0 $202K 0.00% +2K +23.3% $23.89 +29.2%
Page 49 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%