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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 71 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 PSMT PRICESMART INC Consumer Defensive 482.0 $59K -128.0 -21.0% $122.67 +35.3%
1402 MAC MACERICH CO Real Estate 3,195.0 $59K +54.0 +1.7% $18.46 +21.2%
1403 ESI ELEMENT SOLUTIONS INC Basic Materials 2,349.0 $59K +56.0 +2.4% $24.99 +61.5%
1404 HUDSON PAC PPTYS INC 5,415.0 $59K NEW $10.83
1405 TTC TORO CO Industrials 743.0 $58K -76.0 -9.3% $78.72 +13.2%
1406 QSPT FIRST TR EXCHNG TRADED FD VI 1,827.0 $58K NEW $31.68 +8.4%
1407 JBT MAREL CORPORATION 383.0 $58K +31.0 +8.8% $150.67
1408 CLS CELESTICA INC Technology 195.0 $58K +24.0 +14.0% $295.61 +20.0%
1409 ALK ALASKA AIR GROUP INC Industrials 1,136.0 $57K -362.0 -24.2% $50.30 -18.3%
1410 GBCI GLACIER BANCORP INC NEW Financial Services 1,296.0 $57K +85.0 +7.0% $44.05 +8.5%
1411 COLB COLUMBIA BKG SYS INC Financial Services 2,030.0 $57K +49.0 +2.5% $27.95 +6.0%
1412 GNOV FIRST TR EXCHNG TRADED FD VI 1,428.0 $57K NEW $39.72 +4.2%
1413 CNX CNX RES CORP Energy 1,542.0 $57K +41.0 +2.7% $36.77 -3.3%
1414 SBR SABINE RTY TR Energy 826.0 $57K +167.0 +25.3% $68.57 +13.3%
1415 SKYW SKYWEST INC Industrials 564.0 $57K -3.0 -0.5% $100.41 -17.0%
1416 GAMESTOP CORP NEW 2,817.0 $57K -2K -44.4% $20.08
1417 ESNT ESSENT GROUP LTD Financial Services 870.0 $57K -16.0 -1.8% $65.01 -4.8%
1418 CSGS CSG SYS INTL INC Technology 734.0 $56K +16.0 +2.2% $76.69 +5.2%
1419 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,431.0 $56K -7K -82.4% $39.30 +49.2%
1420 MATX MATSON INC Industrials 455.0 $56K +215.0 +89.6% $123.55 +47.9%
Page 71 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%