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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 22 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 STIP ISHARES TR 1,612.0 $165K 0.00% +632.0 +64.5% $102.39 +1.1%
422 CVNA CARVANA CO Consumer Cyclical 388.0 $164K 0.00% +337.0 +660.8% $422.02 -84.1%
423 GWRE GUIDEWIRE SOFTWARE INC Technology 814.0 $164K 0.00% +48.0 +6.3% $201.01 -35.3%
424 ERIE ERIE INDTY CO Financial Services 568.0 $163K 0.00% +129.0 +29.4% $286.65 -25.7%
425 SCHC SCHWAB STRATEGIC TR 3,566.0 $162K 0.00% +965.0 +37.1% $45.53 +9.8%
426 SPEM SPDR INDEX SHS FDS 3,454.0 $162K 0.00% +2K +104.3% $46.81 +8.8%
427 G GENPACT LIMITED Technology 3,391.0 $159K 0.00% +196.0 +6.1% $46.78 -37.9%
428 CLH CLEAN HARBORS INC Industrials 675.0 $158K 0.00% +20.0 +3.0% $234.48 +28.7%
429 MTZ MASTEC INC Industrials 723.0 $157K +12.0 +1.7% $217.37 +90.9%
430 TRU TRANSUNION Industrials 1,780.0 $153K +584.0 +48.8% $85.75 -22.7%
431 RELX RELX PLC Communication Services 3,770.0 $152K +118.0 +3.2% $40.42 -19.8%
432 IBDR ISHARES TR 6,261.0 $152K +4K +189.3% $24.23 -0.1%
433 CAVA CAVA GROUP INC Consumer Cyclical 2,571.0 $151K +560.0 +27.9% $58.69 +36.1%
434 SPSB SPDR SERIES TRUST 4,977.0 $150K +2K +51.5% $30.20 -0.8%
435 GTLS CHART INDS INC Industrials 727.0 $150K +228.0 +45.7% $206.23 +0.5%
436 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,662.0 $150K +182.0 +12.3% $90.03 +7.8%
437 AMLP ALPS ETF TR 3,101.0 $146K +80.0 +2.6% $47.02 +15.8%
438 FNDA SCHWAB STRATEGIC TR 4,612.0 $145K +3K +253.7% $31.51 +10.9%
439 VSTS VESTIS CORPORATION Industrials 21,545.0 $144K +321.0 +1.5% $6.67 +83.7%
440 HMC HONDA MOTOR LTD Consumer Cyclical 4,863.0 $143K +233.0 +5.0% $29.48 -11.2%
Page 22 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%