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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 97 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 CHEF CHEFS WHSE INC Consumer Defensive 300.0 $19K +145.0 +93.5% $62.33 +25.3%
1922 PFS PROVIDENT FINL SVCS INC Financial Services 945.0 $19K +12.0 +1.3% $19.75 +12.2%
1923 CARS CARS COM INC Consumer Cyclical 1,529.0 $19K -78.0 -4.8% $12.20 -21.6%
1924 NATL NCR ATLEOS CORPORATION Technology 488.0 $19K +9.0 +1.9% $38.11 +17.6%
1925 PLAB PHOTRONICS INC Technology 579.0 $19K +37.0 +6.8% $32.00 +55.7%
1926 BBRE J P MORGAN EXCHANGE TRADED F 200.0 $19K NEW $92.59 +14.0%
1927 MWA MUELLER WTR PRODS INC Industrials 771.0 $18K -31.0 -3.9% $23.82 +5.5%
1928 TBBK BANCORP INC DEL Financial Services 271.0 $18K +31.0 +12.9% $67.52 -18.7%
1929 TNA DIREXION SHS ETF TR 400.0 $18K -28.0 -6.5% $45.54 +39.4%
1930 CX CEMEX SAB DE CV Basic Materials 1,581.0 $18K $11.49 +9.6%
1931 BHK BLACKROCK CORE BD TR Financial Services 1,884.0 $18K -2K -51.9% $9.59 -7.7%
1932 FREL FIDELITY COVINGTON TRUST 671.0 $18K +74.0 +12.4% $26.89 +9.2%
1933 MTRN MATERION CORP Basic Materials 145.0 $18K +19.0 +15.1% $124.32 +69.0%
1934 PLUS EPLUS INC Technology 205.0 $18K +57.0 +38.5% $87.70 -5.4%
1935 FBP FIRST BANCORP P R Financial Services 863.0 $18K $20.73 +16.5%
1936 LEG LEGGETT & PLATT INC Consumer Cyclical 1,626.0 $18K +114.0 +7.5% $11.00 -8.7%
1937 PPA INVESCO EXCHANGE TRADED FD T 114.0 $18K +3.0 +2.7% $156.63 +7.2%
1938 IGPT INVESCO EXCHANGE TRADED FD T 300.0 $18K $59.47 +53.1%
1939 CIK CREDIT SUISSE ASSET MGMT INC Financial Services 6,303.0 $18K +3K +91.4% $2.83 -10.2%
1940 LCII LCI INDS Consumer Cyclical 147.0 $18K +26.0 +21.5% $121.34 -10.0%
Page 97 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%