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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 10 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NUE NUCOR CORP Basic Materials 10,558.0 $1.7M 0.01% +651.0 +6.6% $163.11 +42.8%
182 DG DOLLAR GEN CORP NEW Consumer Defensive 12,703.0 $1.7M 0.01% +549.0 +4.5% $132.77 -20.9%
183 FORTINET INC 21,187.0 $1.7M 0.01% +576.0 +2.8% $79.41
184 DFUS DIMENSIONAL ETF TRUST 22,608.0 $1.7M 0.01% +21K +1475.5% $74.17 +8.2%
185 BIIB BIOGEN INC Healthcare 9,212.0 $1.6M 0.01% +202.0 +2.2% $175.99 +9.6%
186 ES EVERSOURCE ENERGY Utilities 23,956.0 $1.6M 0.01% +252.0 +1.1% $67.33 +2.2%
187 XLRE SELECT SECTOR SPDR TR 39,555.0 $1.6M 0.01% +198.0 +0.5% $40.35 +7.1%
188 RF REGIONS FINANCIAL CORP NEW Financial Services 58,887.0 $1.6M 0.01% +672.0 +1.1% $27.10 -1.1%
189 BCS BARCLAYS PLC Financial Services 62,582.0 $1.6M 0.01% +7K +12.3% $25.45 -11.5%
190 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,774.0 $1.6M 0.01% +1K +13.9% $146.58 -9.5%
191 UAL UNITED AIRLS HLDGS INC Industrials 13,995.0 $1.6M 0.01% +572.0 +4.3% $111.82 -14.1%
192 TSCO TRACTOR SUPPLY CO Consumer Cyclical 31,237.0 $1.6M 0.01% +1K +5.0% $50.01 -39.0%
193 EXR EXTRA SPACE STORAGE INC Real Estate 11,810.0 $1.5M 0.01% +726.0 +6.5% $130.22 +9.2%
194 DLTR DOLLAR TREE INC Consumer Defensive 12,491.0 $1.5M 0.01% +529.0 +4.4% $123.01 -26.9%
195 SAN BANCO SANTANDER SA Financial Services 129,436.0 $1.5M 0.01% +4K +2.8% $11.73 +0.9%
196 GMAB GENMAB A/S Healthcare 48,667.0 $1.5M 0.01% +8K +21.0% $30.80 -12.7%
197 WAB WABTEC Industrials 6,990.0 $1.5M 0.01% +165.0 +2.4% $213.45 +26.2%
198 LVS LAS VEGAS SANDS CORP Consumer Cyclical 22,828.0 $1.5M 0.01% +462.0 +2.1% $65.09 -22.2%
199 AME AMETEK INC Industrials 7,149.0 $1.5M 0.01% +63.0 +0.9% $205.31 +11.0%
200 BTI BRITISHAMERN TOB PLC Consumer Defensive 25,896.0 $1.5M 0.01% +4K +18.5% $56.62 +15.0%
Page 10 of 52  ·  1,040 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%