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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 83 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 PWV INVESCO EXCHANGE TRADED FD T 518.0 $34K $66.52 +11.3%
1642 SLAB SILICON LABORATORIES INC Technology 263.0 $34K -34.0 -11.4% $130.70 +65.9%
1643 NEO NEOGENOMICS INC Healthcare 2,908.0 $34K -22.0 -0.8% $11.76 -22.5%
1644 PHIN PHINIA INC Consumer Cyclical 544.0 $34K -14.0 -2.5% $62.69 +18.9%
1645 OSCR OSCAR HEALTH INC Healthcare 2,363.0 $34K +1K +148.7% $14.37 +54.1%
1646 CXT CRANE NXT CO Industrials 720.0 $34K -110.0 -13.2% $47.07 -14.9%
1647 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 131.0 $34K +6.0 +4.8% $258.65 +36.2%
1648 FS SPECIALTY LENDING FD 2,390.0 $34K NEW $14.14
1649 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 5,259.0 $34K +86.0 +1.7% $6.41 -4.1%
1650 FALN ISHARES TR 1,230.0 $34K $27.30 -1.2%
1651 ITB ISHARES TR 348.0 $34K $96.30 -5.7%
1652 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 649.0 $34K +37.0 +6.0% $51.63 -36.0%
1653 CRK COMSTOCK RES INC Energy 1,440.0 $33K +37.0 +2.6% $23.18 -39.1%
1654 VC VISTEON CORP Consumer Cyclical 350.0 $33K $95.10 +14.8%
1655 NU NU HLDGS LTD Financial Services 1,988.0 $33K +2K +433.0% $16.74 -21.4%
1656 TDC TERADATA CORP DEL Technology 1,091.0 $33K +70.0 +6.9% $30.44 +8.7%
1657 FLO FLOWERS FOODS INC Consumer Defensive 3,050.0 $33K +2K +151.2% $10.88 -35.6%
1658 VNOM VIPER ENERGY INC Energy 858.0 $33K -678.0 -44.1% $38.63 +23.5%
1659 MAN MANPOWERGROUP INC WIS Industrials 1,114.0 $33K +963.0 +637.8% $29.73 -3.2%
1660 GVA GRANITE CONSTR INC Industrials 286.0 $33K -3.0 -1.0% $115.35 +10.6%
Page 83 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%