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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 30 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NJR NEW JERSEY RES CORP Utilities 1,311.0 $60K +210.0 +19.1% $46.12 +24.9%
582 MFG MIZUHO FINANCIAL GROUP INC Financial Services 8,239.0 $60K +3K +45.2% $7.32 +14.6%
583 AM ANTERO MIDSTREAM CORP Energy 3,382.0 $60K +19.0 +0.6% $17.79 +25.7%
584 MAC MACERICH CO Real Estate 3,195.0 $59K +54.0 +1.7% $18.46 +18.5%
585 ESI ELEMENT SOLUTIONS INC Basic Materials 2,349.0 $59K +56.0 +2.4% $24.99 +59.6%
586 JBT MAREL CORPORATION 383.0 $58K +31.0 +8.8% $150.67
587 CLS CELESTICA INC Technology 195.0 $58K +24.0 +14.0% $295.61 +14.7%
588 GBCI GLACIER BANCORP INC NEW Financial Services 1,296.0 $57K +85.0 +7.0% $44.05 +6.2%
589 COLB COLUMBIA BKG SYS INC Financial Services 2,030.0 $57K +49.0 +2.5% $27.95 +3.8%
590 CNX CNX RES CORP Energy 1,542.0 $57K +41.0 +2.7% $36.77 -0.6%
591 SBR SABINE RTY TR Energy 826.0 $57K +167.0 +25.3% $68.57 +13.3%
592 CSGS CSG SYS INTL INC Technology 734.0 $56K +16.0 +2.2% $76.69 +5.2%
593 MATX MATSON INC Industrials 455.0 $56K +215.0 +89.6% $123.55 +49.1%
594 BROOKFIELD ASSET MANAGMT LTD 1,069.0 $56K +937.0 +709.9% $52.39
595 BHF BRIGHTHOUSE FINL INC Financial Services 863.0 $56K +22.0 +2.6% $64.79 -3.8%
596 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 865.0 $55K +619.0 +251.6% $64.04 +27.9%
597 SITM SITIME CORP Technology 156.0 $55K +3.0 +2.0% $353.19 +105.4%
598 LYG LLOYDS BANKING GROUP PLC Financial Services 10,300.0 $55K +5K +80.6% $5.30 -2.5%
599 OGS ONE GAS INC Utilities 700.0 $54K +36.0 +5.4% $77.25 +7.8%
600 OVV OVINTIV INC Energy 1,372.0 $54K +146.0 +11.9% $39.19 +53.2%
Page 30 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%