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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 69 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 DFIC DIMENSIONAL ETF TRUST 1,910.0 $66K NEW $34.46 +10.2%
1362 RIOT RIOT PLATFORMS INC Financial Services 5,190.0 $66K $12.67 +86.8%
1363 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 648.0 $66K +273.0 +72.8% $101.40 -33.4%
1364 SCHV SCHWAB STRATEGIC TR 2,209.0 $65K +2K +508.5% $29.61 +11.4%
1365 BRKR BRUKER CORP Healthcare 1,374.0 $65K +220.0 +19.1% $47.11 -4.5%
1366 DBX DROPBOX INC Technology 2,310.0 $64K +41.0 +1.8% $27.80 -2.0%
1367 LIBERTY MEDIA CORP DEL 651.0 $64K -36.0 -5.2% $98.51
1368 CXW CORECIVIC INC Real Estate 3,340.0 $64K +3K +320.6% $19.11 +10.5%
1369 PWB INVESCO EXCHANGE TRADED FD T 500.0 $64K $127.11 +21.2%
1370 CBSH COMMERCE BANCSHARES INC Financial Services 1,208.0 $63K +117.0 +10.7% $52.34 -0.3%
1371 KBR KBR INC Industrials 1,572.0 $63K +388.0 +32.8% $40.20 -20.1%
1372 BSCQ INVESCO EXCH TRD SLF IDX FD 3,228.0 $63K +978.0 +43.5% $19.57 -0.3%
1373 ENFR ALPS ETF TR 2,000.0 $63K $31.45 +26.8%
1374 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 501.0 $62K -531.0 -51.5% $124.56 -8.5%
1375 INSM INSMED INC Healthcare 358.0 $62K +352.0 +5866.7% $174.04 -37.1%
1376 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,147.0 $62K -2K -58.4% $54.17 -11.9%
1377 STAG STAG INDL INC Real Estate 1,682.0 $62K +70.0 +4.3% $36.76 +4.2%
1378 TDS TELEPHONE & DATA SYS INC Communication Services 1,499.0 $61K +18.0 +1.2% $41.00 +1.5%
1379 HL HECLA MNG CO Basic Materials 3,198.0 $61K +2K +137.4% $19.19 -9.8%
1380 TEX TEREX CORP NEW Industrials 1,149.0 $61K +49.0 +4.5% $53.38 +7.9%
Page 69 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%