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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 8 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 587,292.0 $37.4M 0.12% -16K -2.6% $63.71 -34.0%
142 XLF SELECT SECTOR SPDR TR 682,554.0 $37.4M 0.12% -18K -2.6% $54.77 -6.6%
143 VGT VANGUARD WORLD FD 48,853.0 $36.8M 0.12% +2K +3.2% $753.78 -85.0%
144 ETF SER SOLUTIONS 1,342,363.0 $36.8M 0.12% $27.41
145 MAR MARRIOTT INTL INC NEW Consumer Cyclical 117,558.0 $36.5M 0.12% +19K +19.3% $310.24 +13.9%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 198,145.0 $35.2M 0.11% +24K +14.0% $177.75 -24.8%
147 XLE SELECT SECTOR SPDR TR 783,414.0 $35.0M 0.11% +372K +90.3% $44.71 +33.0%
148 LMT LOCKHEED MARTIN CORP Industrials 71,827.0 $34.7M 0.11% -1K -1.9% $483.67 +7.6%
149 IAUM ISHARES GOLD TR Financial Services 797,069.0 $34.3M 0.11% +34K +4.5% $42.99 +5.4%
150 VEU VANGUARD INTL EQUITY INDEX F 453,761.0 $33.4M 0.11% $73.56 +10.1%
151 INTU INTUIT Technology 49,854.0 $33.0M 0.10% +2K +3.6% $662.42 -42.9%
152 DVY ISHARES TR 231,776.0 $32.7M 0.10% -22K -8.7% $141.14 +7.0%
153 COP CONOCOPHILLIPS Energy 349,409.0 $32.7M 0.10% -25K -6.7% $93.61 +27.1%
154 FITB FIFTH THIRD BANCORP Financial Services 686,240.0 $32.1M 0.10% -27K -3.8% $46.81 +1.9%
155 UBER UBER TECHNOLOGIES INC Technology 377,719.0 $30.9M 0.10% +46K +13.9% $81.71 -8.6%
156 YUM YUM BRANDS INC Consumer Cyclical 203,099.0 $30.7M 0.10% -13K -5.9% $151.28 -0.4%
157 BMY BRISTOL-MYERS SQUIBB CO Healthcare 566,644.0 $30.6M 0.10% -102K -15.2% $53.94 +5.7%
158 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,638.0 $30.2M 0.10% +60.0 +1.1% $5355.33 -97.1%
159 APD AIR PRODS & CHEMS INC Basic Materials 121,960.0 $30.1M 0.10% -6K -4.8% $247.02 +19.6%
160 XLC SELECT SECTOR SPDR TR 246,468.0 $29.0M 0.09% -6K -2.2% $117.72 -1.4%
Page 8 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%