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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 80 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AFRM AFFIRM HLDGS INC Technology 522.0 $39K +203.0 +63.6% $74.43 -9.7%
1582 BNTX BIONTECH SE Healthcare 408.0 $39K $95.20 -4.5%
1583 POR PORTLAND GEN ELEC CO Utilities 806.0 $39K +20.0 +2.5% $47.99 +3.6%
1584 SCHH SCHWAB STRATEGIC TR 1,848.0 $39K +215.0 +13.2% $20.89 +13.2%
1585 ETSY INC 694.0 $38K $55.44
1586 PCN PIMCO CORPORATE & INCM STRG Financial Services 3,000.0 $38K $12.76 -8.4%
1587 FAF FIRST AMERN FINL CORP Financial Services 622.0 $38K -12.0 -1.9% $61.44 +10.4%
1588 AUR AURORA INNOVATION INC Technology 9,930.0 $38K $3.84 +86.7%
1589 BOOT BOOT BARN HLDGS INC Consumer Cyclical 216.0 $38K +17.0 +8.5% $176.47 -12.5%
1590 MAT MATTEL INC Consumer Cyclical 1,915.0 $38K +147.0 +8.3% $19.84 -24.5%
1591 ACA ARCOSA INC Industrials 357.0 $38K +7.0 +2.0% $106.32 +12.1%
1592 PBF PBF ENERGY INC Energy 1,398.0 $38K $27.12 +44.1%
1593 VKTX VIKING THERAPEUTICS INC Healthcare 1,077.0 $38K +677.0 +169.2% $35.18 -16.3%
1594 PVH PVH CORPORATION Consumer Cyclical 564.0 $38K -50.0 -8.1% $67.02 +26.3%
1595 IYR ISHARES TR 402.0 $38K NEW $93.89 +9.2%
1596 AX AXOS FINANCIAL INC Financial Services 438.0 $38K +25.0 +6.0% $86.16 -0.3%
1597 ASB ASSOCIATED BANC CORP Financial Services 1,464.0 $38K +18.0 +1.2% $25.76 +8.9%
1598 TPH TRI POINTE HOMES INC Consumer Cyclical 1,198.0 $38K -37.0 -3.0% $31.47 +49.2%
1599 SHC SOTERA HEALTH CO Healthcare 2,133.0 $38K +45.0 +2.2% $17.64 -11.8%
1600 EAT BRINKER INTL INC Consumer Cyclical 261.0 $37K -8.0 -3.0% $143.52 -4.8%
Page 80 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%