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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 74 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 WPM WHEATON PRECIOUS METALS CORP Basic Materials 433.0 $51K +118.0 +37.5% $117.52 +8.2%
1462 BNS BANK NOVA SCOTIA HALIFAX Financial Services 688.0 $51K +304.0 +79.2% $73.69 +7.8%
1463 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 127.0 $51K +70.0 +122.8% $397.65 -24.4%
1464 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,095.0 $50K $46.02 +4.7%
1465 SGOV ISHARES TR 499.0 $50K +489.0 +4890.0% $100.38 +0.2%
1466 MMS MAXIMUS INC Industrials 580.0 $50K -13.0 -2.2% $86.32 -28.9%
1467 HLMN HILLMAN SOLUTIONS CORP Industrials 5,773.0 $50K -478.0 -7.7% $8.66 -16.3%
1468 ISHARES TR 2,185.0 $50K $22.88
1469 PATK PATRICK INDS INC Consumer Cyclical 460.0 $50K +309.0 +204.6% $108.43 -16.8%
1470 REZI RESIDEO TECHNOLOGIES INC Industrials 1,415.0 $50K +48.0 +3.5% $35.12 -17.6%
1471 ONEQ FIDELITY COMWLTH TR 542.0 $50K +42.0 +8.4% $91.40 +13.1%
1472 BCO BRINKS CO Industrials 424.0 $49K +11.0 +2.7% $116.73 -10.2%
1473 RYN RAYONIER INC Real Estate 2,286.0 $49K -117.0 -4.9% $21.65 -6.6%
1474 BYLD ISHARES TR 2,164.0 $49K +375.0 +21.0% $22.77 -1.2%
1475 BCE BCE INC Communication Services 2,066.0 $49K -181.0 -8.1% $23.82 +2.4%
1476 ILCB ISHARES TR 520.0 $49K $94.38 +8.9%
1477 SR SPIRE INC Utilities 593.0 $49K +18.0 +3.1% $82.70 +4.8%
1478 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 831.0 $49K +37.0 +4.7% $58.87 -2.4%
1479 NEU NEWMARKET CORP Basic Materials 71.0 $49K +8.0 +12.7% $687.25 +4.8%
1480 GLNG GOLAR LNG LTD Energy 1,300.0 $48K $37.21 +40.6%
Page 74 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%