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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 86 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 YETI YETI HLDGS INC Consumer Cyclical 686.0 $30K -21.0 -3.0% $44.17 +1.1%
1702 PI IMPINJ INC Technology 174.0 $30K -9.0 -4.9% $174.01 -21.2%
1703 MIRA MIRA PHARMACEUTICALS INC Healthcare 20,000.0 $30K NEW $1.51 -34.6%
1704 URNM SPROTT FDS TR 550.0 $30K $54.89 +5.8%
1705 BCC BOISE CASCADE CO DEL Basic Materials 410.0 $30K +179.0 +77.5% $73.60 -8.8%
1706 ALGT ALLEGIANT TRAVEL CO Industrials 353.0 $30K -3.0 -0.8% $85.27 -4.5%
1707 CUSHMAN AND WAKEFIELD LTD 1,859.0 $30K NEW $16.19
1708 LIVN LIVANOVA PLC Healthcare 488.0 $30K +4.0 +0.8% $61.53 +19.7%
1709 WSC WILLSCOT HLDGS CORP Industrials 1,594.0 $30K +61.0 +4.0% $18.83 +26.2%
1710 PLXS PLEXUS CORP Technology 203.0 $30K +14.0 +7.4% $147.00 +75.8%
1711 FTDR FRONTDOOR INC Consumer Cyclical 517.0 $30K +26.0 +5.3% $57.69 +6.6%
1712 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 359.0 $30K +12.0 +3.5% $82.88 -5.3%
1713 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 211.0 $30K +111.0 +111.0% $140.83 +9.4%
1714 BOTZ GLOBAL X FDS 820.0 $30K -54.0 -6.2% $36.23 +9.4%
1715 VGSH VANGUARD SCOTTSDALE FDS 503.0 $30K -2K -83.0% $58.73 -0.9%
1716 PNTG PENNANT GROUP INC Healthcare 1,049.0 $30K $28.15 +25.5%
1717 COMT ISHARES U S ETF TR 1,186.0 $30K -300.0 -20.2% $24.89 +41.7%
1718 MC MOELIS & CO Financial Services 427.0 $29K +86.0 +25.2% $68.74 -4.5%
1719 FXL FIRST TR EXCHANGE TRADED FD 174.0 $29K $168.28 +16.5%
1720 TEAM ATLASSIAN CORPORATION Technology 180.0 $29K +7.0 +4.0% $162.14 -46.8%
Page 86 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%