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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 51 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SMURFIT WESTROCK PLC 4,903.0 $190K 0.00% -4K -47.3% $38.67
1002 IVOV VANGUARD ADMIRAL FDS INC 1,876.0 $189K 0.00% +758.0 +67.8% $101.01 +6.7%
1003 ILMN ILLUMINA INC Healthcare 1,422.0 $187K 0.00% -49.0 -3.3% $131.16 +10.4%
1004 FIW FIRST TR EXCHANGE-TRADED FD 1,711.0 $186K 0.00% $108.64 -6.7%
1005 FDN FIRST TR EXCHANGE-TRADED FD 686.0 $185K 0.00% -13.0 -1.9% $269.18 +0.9%
1006 XYLD GLOBAL X FDS 4,542.0 $185K 0.00% $40.63 -0.7%
1007 IHDG WISDOMTREE TR 3,790.0 $184K 0.00% +125.0 +3.4% $48.66 +4.4%
1008 KBE SPDR SERIES TRUST 3,009.0 $183K 0.00% $60.69 +4.6%
1009 PTLO PORTILLOS INC Consumer Cyclical 40,000.0 $182K 0.00% $4.54 -14.1%
1010 XLG INVESCO EXCHANGE TRADED FD T 3,060.0 $181K 0.00% $59.28 +7.1%
1011 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,757.0 $181K 0.00% -738.0 -29.6% $102.89 -28.2%
1012 ACM AECOM Industrials 1,878.0 $179K 0.00% -48.0 -2.5% $95.33 -26.4%
1013 FN FABRINET Technology 393.0 $179K 0.00% +19.0 +5.1% $455.28 +54.5%
1014 QDF FLEXSHARES TR 2,208.0 $178K 0.00% $80.81 +9.2%
1015 AWI ARMSTRONG WORLD INDS INC NEW Industrials 929.0 $178K 0.00% +41.0 +4.6% $191.10 -17.8%
1016 SOMNIGROUP INTERNATIONAL INC 1,974.0 $176K 0.00% +148.0 +8.1% $89.28
1017 PSKY PARAMOUNT SKYDANCE CORP Communication Services 13,087.0 $175K 0.00% +5K +54.3% $13.40 -24.4%
1018 FCOM FIDELITY COVINGTON TRUST 2,393.0 $175K 0.00% NEW $73.28 +1.0%
1019 RXI ISHARES TR 852.0 $175K 0.00% $205.26 -3.1%
1020 FTCS FIRST TR EXCHANGE-TRADED FD 1,876.0 $174K 0.00% +513.0 +37.6% $92.51 +1.3%
Page 51 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%