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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 89 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 JMEE J P MORGAN EXCHANGE TRADED F 418.0 $27K NEW $64.38 +13.2%
1762 FAN FIRST TR EXCHANGE-TRADED FD 1,306.0 $27K $20.47 +28.1%
1763 CNS COHEN & STEERS INC Financial Services 425.0 $27K -48.0 -10.2% $62.78 +14.9%
1764 VSDA VICTORY PORTFOLIOS II 503.0 $27K $52.78 +4.5%
1765 TEGNA INC 1,367.0 $27K -63.0 -4.4% $19.41
1766 MIR MIRION TECHNOLOGIES INC Industrials 1,129.0 $26K +308.0 +37.5% $23.42 -24.8%
1767 JOBY JOBY AVIATION INC Industrials 1,998.0 $26K +1K +207.4% $13.20 -21.2%
1768 OMCL OMNICELL COM Healthcare 582.0 $26K -80.0 -12.1% $45.30 -3.4%
1769 SONO SONOS INC Technology 1,501.0 $26K +31.0 +2.1% $17.56 -14.5%
1770 FDIS FIDELITY COVINGTON TRUST 257.0 $26K $102.16 -0.2%
1771 UPST UPSTART HLDGS INC Financial Services 600.0 $26K $43.73 -34.0%
1772 MYRG MYR GROUP INC DEL Industrials 120.0 $26K -1.0 -0.8% $218.50 +100.9%
1773 CPNG COUPANG INC Consumer Cyclical 1,109.0 $26K +29.0 +2.7% $23.59 -33.3%
1774 VECO VEECO INSTRS INC DEL Technology 915.0 $26K +20.0 +2.2% $28.58 +98.2%
1775 SNEX STONEX GROUP INC Financial Services 274.0 $26K +5.0 +1.9% $95.13 +18.7%
1776 SLVM SYLVAMO CORP Basic Materials 541.0 $26K +31.0 +6.1% $48.15 -22.4%
1777 CRC CALIFORNIA RES CORP Energy 580.0 $26K +131.0 +29.2% $44.71 +39.3%
1778 VSGX VANGUARD WORLD FD 361.0 $26K $71.62 +12.0%
1779 TWFG INC 896.0 $26K +454.0 +102.7% $28.77
1780 RBLX ROBLOX CORP Technology 318.0 $26K -284.0 -47.2% $81.03 -43.5%
Page 89 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%