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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 70 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 GRC GORMAN RUPP CO Industrials 1,281.0 $61K $47.75 +51.7%
1382 NWN NORTHWEST NAT HLDG CO Utilities 1,308.0 $61K +1K +375.6% $46.74 +6.6%
1383 ORA ORMAT TECHNOLOGIES INC Utilities 552.0 $61K +27.0 +5.1% $110.47 +21.2%
1384 EMXC ISHARES INC 839.0 $61K -47.0 -5.3% $72.68 +31.5%
1385 JNK SPDR SERIES TRUST 625.0 $61K $97.21 -1.0%
1386 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 641.0 $61K -89.0 -12.2% $94.62 +17.3%
1387 PRQR PROQR THRAPEUTICS N V Healthcare 30,000.0 $61K $2.02 -29.2%
1388 JMUB J P MORGAN EXCHANGE TRADED F 1,200.0 $61K $50.50 -1.1%
1389 NJR NEW JERSEY RES CORP Utilities 1,311.0 $60K +210.0 +19.1% $46.12 +24.0%
1390 AMKR AMKOR TECHNOLOGY INC Technology 1,531.0 $60K -64.0 -4.0% $39.48 +66.9%
1391 MFG MIZUHO FINANCIAL GROUP INC Financial Services 8,239.0 $60K +3K +45.2% $7.32 +26.6%
1392 IVLU ISHARES TR 1,582.0 $60K $38.05 +12.2%
1393 AM ANTERO MIDSTREAM CORP Energy 3,382.0 $60K +19.0 +0.6% $17.79 +22.6%
1394 TLN TALEN ENERGY CORP Utilities 160.0 $60K -118.0 -42.5% $374.84 -8.1%
1395 SYM SYMBOTIC INC Industrials 1,005.0 $60K $59.50 -16.0%
1396 ESGV VANGUARD WORLD FD 492.0 $60K $120.96 +8.3%
1397 QLYS QUALYS INC Technology 447.0 $59K -22.0 -4.7% $132.90 -24.3%
1398 IYY ISHARES TR 358.0 $59K $165.81 +8.7%
1399 RWX SPDR INDEX SHS FDS 2,119.0 $59K $28.00 -1.5%
1400 UFOX ETF SER SOLUTIONS 929.0 $59K -166.0 -15.2% $63.84 +50.4%
Page 70 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%