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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 63 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SBCF SEACOAST BKG CORP FLA Financial Services 2,792.0 $88K +18.0 +0.7% $31.42 -2.5%
1242 REET ISHARES TR 3,511.0 $88K $24.95 +10.0%
1243 SIGI SELECTIVE INS GROUP INC Financial Services 1,045.0 $87K +68.0 +7.0% $83.67 +6.6%
1244 KRE SPDR SERIES TRUST 1,349.0 $87K $64.81 +6.8%
1245 ROKU ROKU INC Communication Services 805.0 $87K $108.49 +14.4%
1246 MRCY MERCURY SYS INC Industrials 1,196.0 $87K -55.0 -4.4% $73.01 +32.0%
1247 CCK CROWN HLDGS INC Consumer Cyclical 847.0 $87K +44.0 +5.5% $102.97 -6.3%
1248 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,837.0 $86K +585.0 +46.7% $47.06 +6.5%
1249 Z ZILLOW GROUP INC Communication Services 1,265.0 $86K -206.0 -14.0% $68.22 -46.5%
1250 DFCF DIMENSIONAL ETF TRUST 2,027.0 $86K $42.56 -1.5%
1251 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 791.0 $86K +144.0 +22.3% $108.77 -3.8%
1252 NNN NNN REIT INC Real Estate 2,170.0 $86K -70.0 -3.1% $39.63 +13.5%
1253 CIBR FIRST TR EXCHANGE TRADED FD 1,199.0 $86K +7.0 +0.6% $71.45 +15.0%
1254 ONB OLD NATL BANCORP IND Financial Services 3,811.0 $85K -35.0 -0.9% $22.31 +6.8%
1255 ROAD CONSTRUCTION PARTNERS INC Industrials 783.0 $85K -55.0 -6.6% $108.55 +3.7%
1256 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 6,386.0 $85K +1K +28.8% $13.28 -19.4%
1257 VCTR VICTORY CAP HLDGS INC Financial Services 1,344.0 $85K +1K +2954.6% $63.09 +32.6%
1258 EXLS EXLSERVICE HOLDINGS INC Technology 1,982.0 $84K +259.0 +15.0% $42.44 -31.1%
1259 DOCU DOCUSIGN INC Technology 1,223.0 $84K -138.0 -10.1% $68.40 -28.4%
1260 CUBE CUBESMART Real Estate 2,319.0 $84K +335.0 +16.9% $36.05 +11.3%
Page 63 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%