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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 85 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ENVA ENOVA INTL INC Financial Services 202.0 $32K +13.0 +6.9% $157.20 +2.4%
1682 BLACKROCK LONG-TERM MUN ADVA 3,418.0 $32K -582.0 -14.6% $9.28
1683 EOS EATON VANCE ENHANCED EQUITY Financial Services 1,352.0 $32K $23.41 -2.8%
1684 OSIS OSI SYSTEMS INC Technology 124.0 $32K +6.0 +5.1% $255.06 -18.5%
1685 BRBR BELLRING BRANDS INC Consumer Defensive 1,176.0 $31K -406.0 -25.7% $26.73 -66.1%
1686 INSP INSPIRE MED SYS INC Healthcare 340.0 $31K -3.0 -0.9% $92.23 -51.5%
1687 BDC BELDEN INC Technology 267.0 $31K -39.0 -12.8% $116.55 -10.1%
1688 GFF GRIFFON CORP Industrials 422.0 $31K -12.0 -2.8% $73.65 +14.9%
1689 WU WESTERN UN CO Financial Services 3,331.0 $31K +1K +67.0% $9.31 -7.8%
1690 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,173.0 $31K -94.0 -7.4% $26.38 +69.4%
1691 FEDERATED HERMES INC 592.0 $31K +36.0 +6.5% $52.07
1692 DXC DXC TECHNOLOGY CO Technology 2,102.0 $31K +1K +116.0% $14.65 -37.0%
1693 TSPA T ROWE PRICE ETF INC 719.0 $31K +695.0 +2895.8% $42.78 +9.7%
1694 FELC FIDELITY COVINGTON TRUST 804.0 $31K NEW $38.17 +8.9%
1695 CAR AVIS BUDGET GROUP Industrials 238.0 $31K +5.0 +2.1% $128.32 +22.9%
1696 BTU PEABODY ENERGY CORP Energy 1,026.0 $30K +72.0 +7.5% $29.70 -17.8%
1697 USPH U S PHYSICAL THERAPY Healthcare 390.0 $30K -312.0 -44.4% $78.09 -20.3%
1698 ACLS AXCELIS TECHNOLOGIES INC Technology 379.0 $30K +16.0 +4.4% $80.34 +89.8%
1699 CGGR CAPITAL GROUP GROWTH ETF 683.0 $30K $44.47 +3.6%
1700 STRL STERLING INFRASTRUCTURE INC Industrials 99.0 $30K +18.0 +22.2% $306.23 +145.6%
Page 85 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%