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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 84 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ALKS ALKERMES PLC Healthcare 1,174.0 $33K +91.0 +8.4% $27.98 +32.1%
1662 CRGY CRESCENT ENERGY COMPANY Energy 3,905.0 $33K +2K +109.3% $8.39 +56.1%
1663 MICROCHIP TECHNOLOGY INC. 562.0 $33K -191.0 -25.4% $58.28
1664 RDN RADIAN GROUP INC Financial Services 907.0 $33K +360.0 +65.8% $35.99 +4.5%
1665 INTERNATIONAL BANCSHARES COR 490.0 $33K +16.0 +3.4% $66.44
1666 EBND SPDR SERIES TRUST 1,519.0 $32K +666.0 +78.1% $21.37 -2.7%
1667 HAE HAEMONETICS CORP MASS Healthcare 404.0 $32K +161.0 +66.3% $80.15 -22.7%
1668 NVCR NOVOCURE LTD Healthcare 2,500.0 $32K $12.93 +38.4%
1669 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 344.0 $32K +16.0 +4.9% $93.95 +21.4%
1670 SIZE ISHARES TR 200.0 $32K $161.57 +6.6%
1671 AVT AVNET INC Technology 672.0 $32K -223.0 -24.9% $48.08 +73.5%
1672 CGCP CAPITAL GRP FIXED INCM ETF T 1,423.0 $32K $22.64 -1.8%
1673 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,319.0 $32K +21.0 +1.6% $24.40 -24.7%
1674 AVNT AVIENT CORPORATION Basic Materials 1,027.0 $32K -335.0 -24.6% $31.24 +9.2%
1675 CALM CAL MAINE FOODS INC Consumer Defensive 401.0 $32K -37.0 -8.4% $79.57 -3.3%
1676 WEN WENDYS CO Consumer Cyclical 3,829.0 $32K +2K +161.0% $8.33 -7.0%
1677 TREE LENDINGTREE INC NEW Financial Services 600.0 $32K NEW $53.09 -29.8%
1678 VSAT VIASAT INC Technology 923.0 $32K +110.0 +13.5% $34.46 +118.4%
1679 CXH MFS INVT GRADE MUN TR Financial Services 4,000.0 $32K $7.95 -5.4%
1680 KBWB INVESCO EXCH TRADED FD TR II 377.0 $32K +8.0 +2.2% $84.29 +2.1%
Page 84 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%