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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 55 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 INGR INGREDION INC Consumer Defensive 1,280.0 $141K -78.0 -5.7% $110.26 -7.4%
1082 NET CLOUDFLARE INC Technology 715.0 $141K +168.0 +30.7% $197.15 +7.9%
1083 MBB ISHARES TR 1,471.0 $140K -174.0 -10.6% $95.22 -1.4%
1084 DINO HF SINCLAIR CORP Energy 3,025.0 $139K +28.0 +0.9% $46.08 +48.4%
1085 AEIS ADVANCED ENERGY INDS Industrials 665.0 $139K -11.0 -1.6% $209.37 +54.6%
1086 TOL TOLL BROTHERS INC Consumer Cyclical 1,023.0 $138K +16.0 +1.6% $135.22 +0.8%
1087 FNDE SCHWAB STRATEGIC TR 3,826.0 $138K NEW $36.06 +12.1%
1088 NXST NEXSTAR MEDIA GROUP INC Communication Services 675.0 $137K -67.0 -9.0% $203.05 -6.7%
1089 BLD TOPBUILD CORP Industrials 326.0 $136K -2.0 -0.6% $417.19 -1.4%
1090 BOEING CO 1,969.0 $136K -207.0 -9.5% $69.06
1091 ORI OLD REP INTL CORP Financial Services 2,930.0 $134K +85.0 +3.0% $45.64 -13.1%
1092 PEY INVESCO EXCHANGE TRADED FD T 6,534.0 $133K +5K +299.9% $20.39 +8.2%
1093 DSGX DESCARTES SYS GROUP INC Technology 1,516.0 $133K -3K -68.8% $87.66 -19.3%
1094 MILLROSE PPTYS INC 4,444.0 $133K +2K +59.5% $29.87
1095 SNX TD SYNNEX CORPORATION Technology 882.0 $133K +22.0 +2.6% $150.23 +53.6%
1096 AIR LEASE CORP 2,061.0 $132K -33K -94.1% $64.23
1097 CORT CORCEPT THERAPEUTICS INC Healthcare 3,794.0 $132K +3K +407.2% $34.80 +71.5%
1098 DYNF BLACKROCK ETF TRUST 2,170.0 $132K +487.0 +28.9% $60.81 +9.4%
1099 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 6,693.0 $132K +4K +110.5% $19.71 -30.3%
1100 NUMG NUSHARES ETF TR 2,760.0 $132K $47.74 -4.5%
Page 55 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%