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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 39 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CALX CALIX INC Technology 468.0 $25K +50.0 +12.0% $52.93 -24.0%
762 PECO PHILLIPS EDISON & CO INC Real Estate 695.0 $25K +177.0 +34.2% $35.57 +10.5%
763 PTEN PATTERSON-UTI ENERGY INC Energy 4,041.0 $25K +504.0 +14.2% $6.11 +103.3%
764 NOK NOKIA CORP Technology 3,815.0 $25K +3K +248.7% $6.47 +115.6%
765 BKU BANKUNITED INC Financial Services 549.0 $24K +24.0 +4.6% $44.57 +2.2%
766 BAI BLACKROCK ETF TRUST 727.0 $24K +321.0 +79.1% $33.30 +36.7%
767 MPT MEDICAL PPTYS TRUST INC Financial Services 4,841.0 $24K +39.0 +0.8% $5.00 +1.0%
768 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 763.0 $24K +20.0 +2.7% $31.22 +2.7%
769 IRIDIUM COMMUNICATIONS INC 1,367.0 $24K +947.0 +225.5% $17.38
770 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1,172.0 $24K +871.0 +289.4% $20.08 -42.5%
771 GNW GENWORTH FINL INC Financial Services 2,589.0 $23K +248.0 +10.6% $9.03 +0.4%
772 PBA PEMBINA PIPELINE CORP Energy 606.0 $23K +390.0 +180.6% $38.06 +28.7%
773 GSY INVESCO ACTIVELY MANAGED EXC 457.0 $23K +87.0 +23.5% $50.25 -0.4%
774 TNDM TANDEM DIABETES CARE INC Healthcare 1,039.0 $23K +145.0 +16.2% $21.98 -41.7%
775 KGS KODIAK GAS SVCS INC Energy 607.0 $23K +417.0 +219.5% $37.40 +96.5%
776 SKT TANGER INC Real Estate 679.0 $23K +81.0 +13.6% $33.37 +5.7%
777 AIR AAR CORP Industrials 271.0 $22K +9.0 +3.4% $82.79 +25.4%
778 AKR ACADIA RLTY TR Real Estate 1,083.0 $22K +39.0 +3.7% $20.54 +2.4%
779 NE NOBLE CORP PLC Energy 785.0 $22K +550.0 +234.0% $28.24 +87.3%
780 TGTX TG THERAPEUTICS INC Healthcare 741.0 $22K +60.0 +8.8% $29.81 +32.5%
Page 39 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%