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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 92 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 GNW GENWORTH FINL INC Financial Services 2,589.0 $23K +248.0 +10.6% $9.03 +2.4%
1822 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 225.0 $23K -64.0 -22.1% $103.47 +19.9%
1823 DRLL EA SERIES TRUST 816.0 $23K $28.53 +29.8%
1824 ICUI ICU MED INC Healthcare 163.0 $23K -5.0 -3.0% $142.67 -8.0%
1825 VERX VERTEX INC Technology 1,164.0 $23K -470.0 -28.8% $19.97 -32.3%
1826 PBA PEMBINA PIPELINE CORP Energy 606.0 $23K +390.0 +180.6% $38.06 +29.6%
1827 IPGP IPG PHOTONICS CORP Technology 322.0 $23K -7.0 -2.1% $71.60 +68.3%
1828 GSY INVESCO ACTIVELY MANAGED EXC 457.0 $23K +87.0 +23.5% $50.25 -0.3%
1829 KWR QUAKER HOUGHTON Basic Materials 167.0 $23K -98.0 -37.0% $137.31 +1.3%
1830 TNDM TANDEM DIABETES CARE INC Healthcare 1,039.0 $23K +145.0 +16.2% $21.98 -31.6%
1831 RDVT RED VIOLET INC Technology 400.0 $23K -100.0 -20.0% $56.95 -13.0%
1832 OGN ORGANON & CO Healthcare 3,176.0 $23K -1K -31.9% $7.17 +87.2%
1833 ITRI ITRON INC Technology 245.0 $23K -39.0 -13.7% $92.86 -11.9%
1834 KGS KODIAK GAS SVCS INC Energy 607.0 $23K +417.0 +219.5% $37.40 +93.6%
1835 SKT TANGER INC Real Estate 679.0 $23K +81.0 +13.6% $33.37 +6.8%
1836 FTAI AVIATION LTD 115.0 $23K -11.0 -8.7% $196.85
1837 NOTV INOTIV INC Healthcare 40,000.0 $22K $0.56 -51.2%
1838 ISHARES TR 1,000.0 $22K NEW $22.47
1839 SPTL SPDR SERIES TRUST 848.0 $22K -2K -65.4% $26.47 -3.3%
1840 AIR AAR CORP Industrials 271.0 $22K +9.0 +3.4% $82.79 +31.1%
Page 92 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%