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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 8 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FIS FIDELITY NATL INFORMATION SV Technology 42,723.0 $2.8M 0.01% +4K +11.5% $66.46 -37.1%
142 WBD WARNER BROS DISCOVERY INC Communication Services 97,090.0 $2.8M 0.01% +11K +12.5% $28.82 -5.9%
143 IEI ISHARES TR 23,220.0 $2.8M 0.01% +564.0 +2.5% $119.35 -2.0%
144 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 33,468.0 $2.7M 0.01% +340.0 +1.0% $82.02 -23.6%
145 PWR QUANTA SVCS INC Industrials 6,386.0 $2.7M 0.01% +170.0 +2.7% $422.06 +84.8%
146 LNT ALLIANT ENERGY CORP Utilities 41,395.0 $2.7M 0.01% +1K +2.7% $65.01 +11.4%
147 CMS CMS ENERGY CORP Utilities 37,768.0 $2.6M 0.01% +986.0 +2.7% $69.93 +4.8%
148 VOX VANGUARD WORLD FD 13,540.0 $2.6M 0.01% +516.0 +4.0% $193.63 +1.1%
149 VYM VANGUARD WHITEHALL FDS 18,238.0 $2.6M 0.01% +3K +16.4% $143.52 +8.5%
150 APOS APOLLO GLOBAL MGMT INC Financial Services 17,950.0 $2.6M 0.01% +843.0 +4.9% $144.76 -82.1%
151 F FORD MTR CO Consumer Cyclical 194,623.0 $2.6M 0.01% +29K +17.4% $13.12 +10.4%
152 VPU VANGUARD WORLD FD 13,769.0 $2.5M 0.01% +263.0 +1.9% $185.04 +2.8%
153 JAAA JANUS DETROIT STR TR 49,700.0 $2.5M 0.01% +1K +2.6% $50.58 +0.1%
154 PODD INSULET CORP Healthcare 8,584.0 $2.4M 0.01% +74.0 +0.9% $284.24 -47.7%
155 TER TERADYNE INC Technology 12,218.0 $2.4M 0.01% +285.0 +2.4% $193.56 +84.2%
156 NTES NETEASE INC Technology 16,844.0 $2.3M 0.01% +2K +14.2% $137.62 -15.5%
157 CHRW C H ROBINSON WORLDWIDE INC Industrials 14,257.0 $2.3M 0.01% +8K +129.5% $160.76 +1.8%
158 TROW PRICE T ROWE GROUP INC Financial Services 22,189.0 $2.3M 0.01% +359.0 +1.6% $102.38 +0.0%
159 NVO NOVO-NORDISK A S Healthcare 42,160.0 $2.1M 0.01% +978.0 +2.4% $50.88 -10.0%
160 ET ENERGY TRANSFER L P Energy 127,208.0 $2.1M 0.01% +2K +2.0% $16.49 +23.5%
Page 8 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%