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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 54 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 EXEL EXELIXIS INC Healthcare 3,426.0 $150K $43.83 +13.3%
1062 GTLS CHART INDS INC Industrials 727.0 $150K +228.0 +45.7% $206.23 +1.0%
1063 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 6,399.0 $150K -14K -69.3% $23.39 +19.3%
1064 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,662.0 $150K +182.0 +12.3% $90.03 +4.9%
1065 XPO XPO INC Industrials 1,091.0 $148K -97.0 -8.2% $135.91 +55.1%
1066 RDVY FIRST TR EXCHANGE TRADED FD 2,120.0 $147K -94.0 -4.2% $69.47 +7.7%
1067 AMLP ALPS ETF TR 3,101.0 $146K +80.0 +2.6% $47.02 +15.2%
1068 ESE ESCO TECHNOLOGIES INC Technology 744.0 $145K -66.0 -8.2% $195.39 +50.1%
1069 FNDA SCHWAB STRATEGIC TR 4,612.0 $145K +3K +253.7% $31.51 +12.4%
1070 OSK OSHKOSHCORP Industrials 1,151.0 $145K -25.0 -2.1% $125.63 +1.2%
1071 VSTS VESTIS CORPORATION Industrials 21,545.0 $144K +321.0 +1.5% $6.67 +75.4%
1072 HMC HONDA MOTOR LTD Consumer Cyclical 4,863.0 $143K +233.0 +5.0% $29.48 -10.9%
1073 TPL TEXAS PACIFIC LAND CORPORATI Energy 499.0 $143K +400.0 +404.0% $287.22 +40.1%
1074 WSBC WESBANCO INC Financial Services 4,300.0 $143K -35.0 -0.8% $33.24 +2.8%
1075 GNTX GENTEX CORP Consumer Cyclical 6,142.0 $143K -420.0 -6.4% $23.27 +0.6%
1076 SSD SIMPSON MFG INC Industrials 883.0 $143K -498.0 -36.1% $161.47 +14.6%
1077 GGG GRACO INC Industrials 1,736.0 $142K -19.0 -1.1% $81.97 -8.1%
1078 RMBS RAMBUS INC DEL Technology 1,541.0 $142K +13.0 +0.8% $91.89 +45.3%
1079 VIOV VANGUARD ADMIRAL FDS INC 1,448.0 $142K NEW $97.76 +12.7%
1080 RPRX ROYALTY PHARMA PLC Healthcare 3,656.0 $141K +1K +46.3% $38.64 +37.3%
Page 54 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%