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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 52 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GDEN GOLDEN ENTMT INC Consumer Cyclical 76.0 $2K +64.0 +533.3% $27.18 +5.0%
1022 FIBK FIRST INTST BANCSYSTEM INC Financial Services 56.0 $2K +2.0 +3.7% $34.61 -0.8%
1023 TMP TOMPKINS FINL CORP Financial Services 26.0 $2K +5.0 +23.8% $72.54 +14.7%
1024 PAAS PAN AMERN SILVER CORP Basic Materials 36.0 $2K +5.0 +16.1% $51.81 +17.9%
1025 SRVR PACER FDS TR 57.0 $2K +2.0 +3.6% $28.63 +17.7%
1026 METCB RAMACO RES INC Energy 138.0 $2K +1.0 +0.7% $11.75 -12.6%
1027 TNC TENNANT CO Industrials 22.0 $2K +13.0 +144.4% $73.68 +12.0%
1028 GFI GOLD FIELDS LTD Basic Materials 34.0 $1K +14.0 +70.0% $43.65 +1.1%
1029 WPP WPP PLC NEW Communication Services 63.0 $1K +21.0 +50.0% $22.46 -23.3%
1030 SBSI SOUTHSIDE BANCSHARES INC Financial Services 46.0 $1K +4.0 +9.5% $30.39 +6.6%
1031 AHCO ADAPTHEALTH CORP Healthcare 140.0 $1K +56.0 +66.7% $9.96 +7.1%
1032 PRA PROASSURANCE CORP Financial Services 54.0 $1K +14.0 +35.0% $24.17 +1.8%
1033 EZPW EZCORP INC Financial Services 60.0 $1K +29.0 +93.5% $19.42 +68.8%
1034 KW KENNEDY-WILSON HOLDINGS INC Real Estate 116.0 $1K +6.0 +5.5% $9.67 +13.8%
1035 FBRT FRANKLIN BSP RLTY TR INC Real Estate 97.0 $973.0 +21.0 +27.6% $10.03 -9.1%
1036 TWO HBRS INVT CORP 72.0 $756.0 +39.0 +118.2% $10.50
1037 HE HAWAIIAN ELEC INDUSTRIES Utilities 55.0 $677.0 +30.0 +120.0% $12.31 +10.0%
1038 CHARGEPOINT HOLDINGS INC 75.0 $498.0 +25.0 +50.0% $6.64
1039 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 4.0 $328.0 +2.0 +100.0% $82.00 -47.3%
1040 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 22.0 $71.0 +8.0 +57.1% $3.23 -10.8%
Page 52 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%