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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 76 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 DFGR DIMENSIONAL ETF TRUST 1,753.0 $46K NEW $26.42 +9.8%
1502 ELF E L F BEAUTY INC Consumer Defensive 608.0 $46K -7K -91.7% $76.04 -30.1%
1503 IXUS ISHARES TR 546.0 $46K -84.0 -13.3% $84.64 +12.4%
1504 BSCS INVESCO EXCH TRD SLF IDX FD 2,239.0 $46K +739.0 +49.3% $20.60 -1.2%
1505 THOMSON REUTERS CORP 349.0 $46K +53.0 +17.9% $131.89
1506 WFRD WEATHERFORD INTL PLC Energy 587.0 $46K +10.0 +1.7% $78.26 +42.3%
1507 WDS WOODSIDE ENERGY GROUP LTD Energy 2,945.0 $46K -114.0 -3.7% $15.59 +45.9%
1508 HHH HOWARD HUGHES HOLDINGS INC Real Estate 572.0 $46K +155.0 +37.2% $79.77 -19.1%
1509 HEICO CORP NEW 180.0 $45K +41.0 +29.5% $252.43
1510 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 868.0 $45K +267.0 +44.4% $52.28 +34.4%
1511 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 744.0 $45K -397.0 -34.8% $60.89 -20.5%
1512 CNH INDL N V 4,911.0 $45K +218.0 +4.7% $9.22
1513 SLM SLM CORP Financial Services 1,668.0 $45K -78.0 -4.5% $27.06 -18.6%
1514 VVV VALVOLINE INC Energy 1,549.0 $45K $29.06 +14.5%
1515 LUMN LUMEN TECHNOLOGIES INC Communication Services 5,786.0 $45K +443.0 +8.3% $7.77 +21.5%
1516 APPF APPFOLIO INC Technology 193.0 $45K -63.0 -24.6% $232.65 -30.2%
1517 MTN VAIL RESORTS INC Consumer Cyclical 338.0 $45K +14.0 +4.3% $132.80 -4.5%
1518 QRVO QORVO INC Technology 530.0 $45K -18.0 -3.3% $84.51 +16.9%
1519 HLNE HAMILTON LANE INC Financial Services 332.0 $45K -45.0 -11.9% $134.31 -34.0%
1520 ASCENDIS PHARMA A/S 209.0 $45K $213.24
Page 76 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%