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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 79 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 103.0 $41K -3.0 -2.8% $393.30 -18.6%
1562 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 1,680.0 $41K -9K -84.0% $24.11 +11.6%
1563 TCBI TEXAS CAP BANCSHARES INC Financial Services 447.0 $40K +4.0 +0.9% $90.54 +9.1%
1564 GIB CGI INC Technology 438.0 $40K +285.0 +186.3% $92.30 -28.5%
1565 OLED UNIVERSAL DISPLAY CORP Technology 346.0 $40K -98.0 -22.1% $116.78 -21.6%
1566 OPLN OPENLANE INC Consumer Cyclical 1,355.0 $40K +32.0 +2.4% $29.78 +17.7%
1567 QBTS D-WAVE QUANTUM INC Technology 1,542.0 $40K -982.0 -38.9% $26.15 -26.2%
1568 VLYPN VALLEY NATL BANCORP Financial Services 3,446.0 $40K $11.68 +121.5%
1569 ACIW ACI WORLDWIDE INC Technology 839.0 $40K +68.0 +8.8% $47.81 -11.1%
1570 RALLIANT CORP 786.0 $40K -2K -72.3% $50.91
1571 PAA PLAINS ALL AMERN PIPELINE L Energy 2,221.0 $40K -2K -47.8% $17.96 +31.8%
1572 HLIO HELIOS TECHNOLOGIES INC Industrials 743.0 $40K -86.0 -10.4% $53.49 +45.8%
1573 GHC GRAHAM HLDGS CO Consumer Defensive 36.0 $40K -1.0 -2.7% $1098.61 -0.2%
1574 ENS ENERSYS Industrials 269.0 $39K -12.0 -4.3% $146.75 +62.8%
1575 NEOG NEOGEN CORP Healthcare 5,630.0 $39K +139.0 +2.5% $6.99 +26.8%
1576 STWD STARWOOD PPTY TR INC Real Estate 2,183.0 $39K -133.0 -5.7% $18.01 -4.8%
1577 FMAR FIRST TR EXCHNG TRADED FD VI 825.0 $39K NEW $47.47 +9.2%
1578 SWX SOUTHWEST GAS HLDGS INC Utilities 489.0 $39K +56.0 +12.9% $80.02 +12.0%
1579 KNF KNIFE RIVER CORP Basic Materials 554.0 $39K +4.0 +0.7% $70.35 +4.7%
1580 DAN DANA INC Consumer Cyclical 1,638.0 $39K +74.0 +4.7% $23.76 +42.5%
Page 79 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%