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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 72 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 BROOKFIELD ASSET MANAGMT LTD 1,069.0 $56K +937.0 +709.9% $52.39
1422 BHF BRIGHTHOUSE FINL INC Financial Services 863.0 $56K +22.0 +2.6% $64.79 -3.2%
1423 GDEC FIRST TR EXCHNG TRADED FD VI 1,478.0 $56K NEW $37.82 +4.4%
1424 DAR DARLING INGREDIENTS INC Consumer Defensive 1,547.0 $56K -121.0 -7.2% $36.00 +60.7%
1425 VNO VORNADO RLTY TR Real Estate 1,673.0 $56K -151.0 -8.3% $33.28 -5.0%
1426 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 865.0 $55K +619.0 +251.6% $64.04 +30.2%
1427 SITM SITIME CORP Technology 156.0 $55K +3.0 +2.0% $353.19 +97.3%
1428 JMOM J P MORGAN EXCHANGE TRADED F 805.0 $55K $68.15 +16.8%
1429 LYG LLOYDS BANKING GROUP PLC Financial Services 10,300.0 $55K +5K +80.6% $5.30 +2.1%
1430 KE KIMBALL ELECTRONICS INC Industrials 1,960.0 $55K $27.82 -13.0%
1431 ALRM ALARM COM HLDGS INC Technology 1,062.0 $54K -24.0 -2.2% $51.02 -14.3%
1432 LSTR LANDSTAR SYS INC Industrials 377.0 $54K -376.0 -49.9% $143.70 +33.0%
1433 OGS ONE GAS INC Utilities 700.0 $54K +36.0 +5.4% $77.25 +6.6%
1434 OVV OVINTIV INC Energy 1,372.0 $54K +146.0 +11.9% $39.19 +50.2%
1435 BILL BILL HOLDINGS INC Technology 982.0 $54K -179.0 -15.4% $54.54 -33.2%
1436 TMDX TRANSMEDICS GROUP INC Healthcare 439.0 $53K +182.0 +70.8% $121.65 -44.1%
1437 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 4,241.0 $53K +1K +33.9% $12.58 -2.2%
1438 CVLT COMMVAULT SYS INC Technology 425.0 $53K -61.0 -12.6% $125.36 -15.4%
1439 SHV ISHARES TR 483.0 $53K -6K -93.0% $110.15 +0.1%
1440 ARKK ARK ETF TR 690.0 $53K -300.0 -30.3% $76.92 -0.4%
Page 72 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%