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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 65 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 9,880.0 $80K -20K -66.9% $8.11 -4.2%
1282 MPLX MPLX LP Energy 1,499.0 $80K $53.37 +4.2%
1283 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 1,716.0 $80K +945.0 +122.6% $46.49 +2.9%
1284 DY DYCOM INDS INC Industrials 236.0 $80K $337.90 +22.6%
1285 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 5,271.0 $79K +583.0 +12.4% $15.06 -33.3%
1286 AGO ASSURED GUARANTY LTD Financial Services 882.0 $79K +5.0 +0.6% $89.87 -12.5%
1287 REXR REXFORD INDL RLTY INC Real Estate 2,040.0 $79K +60.0 +3.0% $38.72 -6.9%
1288 FSV FIRSTSERVICE CORP NEW Real Estate 507.0 $79K -123.0 -19.5% $155.53 -14.4%
1289 PRVA PRIVIA HEALTH GROUP INC Healthcare 3,325.0 $79K +41.0 +1.2% $23.71 -2.2%
1290 IXC ISHARES TR 1,870.0 $78K -852.0 -31.3% $41.93 +33.7%
1291 FBND FIDELITY MERRIMACK STR TR 1,699.0 $78K +631.0 +59.1% $46.04 -1.5%
1292 LITHIUM ARGENTINA AG 14,000.0 $78K +10K +250.0% $5.58
1293 VNT VONTIER CORPORATION Technology 2,100.0 $78K -311.0 -12.9% $37.18 -23.6%
1294 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,547.0 $77K -619.0 -28.6% $50.02 -27.4%
1295 MXI ISHARES TR 798.0 $77K $96.64 +14.1%
1296 MTDR MATADOR RES CO Energy 1,812.0 $77K +86.0 +5.0% $42.44 +32.2%
1297 KNTK KINETIK HOLDINGS INC Energy 2,133.0 $77K +564.0 +36.0% $36.05 +39.1%
1298 EFC ELLINGTON FINANCIAL INC Real Estate 5,626.0 $76K -32.0 -0.6% $13.58 -0.1%
1299 LOGI LOGITECH INTL S A Technology 758.0 $76K +7.0 +0.9% $100.22 +5.6%
1300 ACI ALBERTSONS COS INC Consumer Defensive 4,412.0 $76K +1K +44.2% $17.17 -5.2%
Page 65 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%