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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 77 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 KLIC KULICKE & SOFFA INDS INC Technology 971.0 $44K -287.0 -22.8% $45.56 +121.9%
1522 MIND MEDICINE MINDMED INC 3,300.0 $44K -59.0 -1.8% $13.39
1523 CPK CHESAPEAKE UTILS CORP Utilities 354.0 $44K -62.0 -14.9% $124.76 +1.8%
1524 LEA LEAR CORP Consumer Cyclical 385.0 $44K +12.0 +3.2% $114.60 +20.8%
1525 VAL VALARIS LTD Energy 875.0 $44K +7.0 +0.8% $50.40 +117.4%
1526 IDA IDACORP INC Utilities 348.0 $44K +15.0 +4.5% $126.56 +11.9%
1527 VCEL VERICEL CORP Healthcare 1,223.0 $44K -163.0 -11.8% $36.01 -1.7%
1528 FNB F N B CORP Financial Services 2,573.0 $44K -22.0 -0.8% $17.10 +2.2%
1529 CHRD CHORD ENERGY CORPORATION Energy 474.0 $44K -22.0 -4.4% $92.70 +54.1%
1530 AZTA AZENTA INC Healthcare 1,321.0 $44K -157.0 -10.6% $33.26 -41.3%
1531 SLGN SILGAN HLDGS INC Consumer Cyclical 1,084.0 $44K +295.0 +37.4% $40.37 -5.6%
1532 CHWY CHEWY INC Consumer Cyclical 1,324.0 $44K -304.0 -18.7% $33.05 -39.7%
1533 ARES MANAGEMENT CORPORATION 867.0 $44K -98.0 -10.2% $50.40
1534 CIVITAS RESOURCES INC 1,612.0 $44K -73.0 -4.3% $27.09
1535 EPP ISHARES INC 860.0 $43K $50.47 +9.7%
1536 VCLT VANGUARD SCOTTSDALE FDS 572.0 $43K +8.0 +1.4% $75.85 -2.2%
1537 DUOL DUOLINGO INC Technology 247.0 $43K -46.0 -15.7% $175.50 -39.8%
1538 SYNA SYNAPTICS INC Technology 585.0 $43K -42.0 -6.7% $74.02 +75.4%
1539 FLAGSTAR BANK NATIONAL ASSOC 3,439.0 $43K -619.0 -15.2% $12.59
1540 CGUS CAPITAL GROUP CORE EQUITY ET 1,076.0 $43K $40.23 +8.4%
Page 77 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%