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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 78 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CURB CURBLINE PPTYS CORP Real Estate 1,862.0 $43K -47.0 -2.5% $23.21 +23.6%
1542 RUN SUNRUN INC Energy 2,333.0 $43K +105.0 +4.7% $18.40 -25.6%
1543 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 20.0 $43K -1.0 -4.8% $2146.20 -7.3%
1544 TRNS TRANSCAT INC Industrials 752.0 $43K -149.0 -16.5% $56.73 +19.6%
1545 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 1,500.0 $42K $28.06 -27.5%
1546 ASH ASHLAND INC Basic Materials 717.0 $42K +25.0 +3.6% $58.67 -4.1%
1547 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 481.0 $42K +329.0 +216.4% $87.42 -23.1%
1548 CUBI CUSTOMERS BANCORP INC Financial Services 575.0 $42K -18.0 -3.0% $73.12 +3.5%
1549 WLK WESTLAKE CORPORATION Basic Materials 562.0 $42K +234.0 +71.3% $73.94 +19.7%
1550 ORR EA SERIES TRUST 1,214.0 $41K +169.0 +16.2% $34.16 +6.9%
1551 HYS PIMCO ETF TR 437.0 $41K $94.82 -1.5%
1552 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 908.0 $41K -6.0 -0.7% $45.40 -7.2%
1553 XHB SPDR SERIES TRUST 400.0 $41K $102.96 -3.3%
1554 GSHD GOOSEHEAD INS INC Financial Services 559.0 $41K -123.0 -18.0% $73.65 -42.3%
1555 AZZ AZZ INC Industrials 382.0 $41K +137.0 +55.9% $107.18 +27.9%
1556 WDFC WD 40 CO Basic Materials 207.0 $41K -23.0 -10.0% $196.90 +5.6%
1557 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 1,784.0 $41K -121.0 -6.3% $22.84 -13.7%
1558 ICICI BANK LIMITED 1,366.0 $41K +59.0 +4.5% $29.80
1559 TXNM ENERGY INC 691.0 $41K -19.0 -2.7% $58.88
1560 CATY CATHAY GEN BANCORP Financial Services 839.0 $41K +29.0 +3.6% $48.39 +18.3%
Page 78 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%