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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 29 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CNQ CANADIAN NAT RES LTD Energy 2,024.0 $69K +859.0 +73.7% $33.85 +44.6%
562 PHG KONINKLIJKE PHILIPS N V Healthcare 2,516.0 $68K +219.0 +9.5% $27.08 -3.8%
563 QTWO Q2 HLDGS INC Technology 943.0 $68K +142.0 +17.7% $72.16 -35.0%
564 HWC HANCOCK WHITNEY CORPORATION Financial Services 1,068.0 $68K +20.0 +1.9% $63.68 +3.9%
565 GXO GXO LOGISTICS INCORPORATED Industrials 1,266.0 $67K +53.0 +4.4% $52.64 -10.4%
566 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 648.0 $66K +273.0 +72.8% $101.40 -33.6%
567 SCHV SCHWAB STRATEGIC TR 2,209.0 $65K +2K +508.5% $29.61 +9.9%
568 BRKR BRUKER CORP Healthcare 1,374.0 $65K +220.0 +19.1% $47.11 -9.6%
569 DBX DROPBOX INC Technology 2,310.0 $64K +41.0 +1.8% $27.80 +0.6%
570 CXW CORECIVIC INC Real Estate 3,340.0 $64K +3K +320.6% $19.11 +10.0%
571 CBSH COMMERCE BANCSHARES INC Financial Services 1,208.0 $63K +117.0 +10.7% $52.34 -0.8%
572 KBR KBR INC Industrials 1,572.0 $63K +388.0 +32.8% $40.20 -19.8%
573 BSCQ INVESCO EXCH TRD SLF IDX FD 3,228.0 $63K +978.0 +43.5% $19.57 -0.4%
574 INSM INSMED INC Healthcare 358.0 $62K +352.0 +5866.7% $174.04 -38.4%
575 STAG STAG INDL INC Real Estate 1,682.0 $62K +70.0 +4.3% $36.76 +3.9%
576 TDS TELEPHONE & DATA SYS INC Communication Services 1,499.0 $61K +18.0 +1.2% $41.00 +1.0%
577 HL HECLA MNG CO Basic Materials 3,198.0 $61K +2K +137.4% $19.19 -10.1%
578 TEX TEREX CORP NEW Industrials 1,149.0 $61K +49.0 +4.5% $53.38 +8.6%
579 NWN NORTHWEST NAT HLDG CO Utilities 1,308.0 $61K +1K +375.6% $46.74 +6.0%
580 ORA ORMAT TECHNOLOGIES INC Utilities 552.0 $61K +27.0 +5.1% $110.47 +17.0%
Page 29 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%