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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 26 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PINS PINTEREST INC Communication Services 3,587.0 $93K +2K +159.9% $25.89 -28.2%
502 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,253.0 $92K +77.0 +6.5% $73.58 +67.8%
503 AEM AGNICO EAGLE MINES LTD Basic Materials 537.0 $91K +51.0 +10.5% $169.53 +3.4%
504 GAP GAP INC Consumer Cyclical 3,550.0 $91K +135.0 +4.0% $25.60 -18.7%
505 COKE COCA COLA CONS INC Consumer Defensive 590.0 $90K +62.0 +11.7% $153.30 +12.2%
506 THO THOR INDS INC Consumer Cyclical 872.0 $90K +184.0 +26.7% $102.67 -30.2%
507 CELH CELSIUS HLDGS INC Consumer Defensive 1,956.0 $89K +173.0 +9.7% $45.74 -35.0%
508 KTB KONTOOR BRANDS INC Consumer Cyclical 1,444.0 $88K +482.0 +50.1% $61.09 +5.5%
509 JHG JANUS HENDERSON GROUP PLC Financial Services 1,848.0 $88K +60.0 +3.4% $47.57 +8.9%
510 SBCF SEACOAST BKG CORP FLA Financial Services 2,792.0 $88K +18.0 +0.7% $31.42 -4.7%
511 SIGI SELECTIVE INS GROUP INC Financial Services 1,045.0 $87K +68.0 +7.0% $83.67 +6.1%
512 CCK CROWN HLDGS INC Consumer Cyclical 847.0 $87K +44.0 +5.5% $102.97 -6.6%
513 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,837.0 $86K +585.0 +46.7% $47.06 +7.0%
514 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 791.0 $86K +144.0 +22.3% $108.77 -5.0%
515 CIBR FIRST TR EXCHANGE TRADED FD 1,199.0 $86K +7.0 +0.6% $71.45 +12.6%
516 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 6,386.0 $85K +1K +28.8% $13.28 -22.3%
517 VCTR VICTORY CAP HLDGS INC Financial Services 1,344.0 $85K +1K +2954.6% $63.09 +32.7%
518 EXLS EXLSERVICE HOLDINGS INC Technology 1,982.0 $84K +259.0 +15.0% $42.44 -31.4%
519 CUBE CUBESMART Real Estate 2,319.0 $84K +335.0 +16.9% $36.05 +8.0%
520 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 3,055.0 $83K +1K +86.8% $27.15 -30.4%
Page 26 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%