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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 13 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EW EDWARDS LIFESCIENCES CORP Healthcare 23,810.0 $2.0M 0.01% -1K -5.9% $85.25 -3.9%
242 SWKS SKYWORKS SOLUTIONS INC Technology 31,564.0 $2.0M 0.01% -4K -10.7% $63.41 +8.7%
243 DD DUPONT DE NEMOURS INC Basic Materials 49,378.0 $2.0M 0.01% -1K -2.3% $40.20 +22.2%
244 SCHF SCHWAB STRATEGIC TR 79,961.0 $1.9M 0.01% -7K -7.6% $24.04 +11.3%
245 ARW ARROW ELECTRS INC Technology 17,346.0 $1.9M 0.01% -2K -11.7% $110.18 +90.6%
246 DELL DELL TECHNOLOGIES INC Technology 14,978.0 $1.9M 0.01% -733.0 -4.7% $125.88 +90.8%
247 CFR CULLEN FROST BANKERS INC Financial Services 14,813.0 $1.9M 0.01% -28K -65.1% $126.63 +8.1%
248 DFAC DIMENSIONAL ETF TRUST 47,196.0 $1.9M 0.01% -882.0 -1.8% $39.59 +8.3%
249 AXON AXON ENTERPRISE INC Industrials 3,256.0 $1.8M 0.01% -28.0 -0.8% $567.93 -29.8%
250 VRSK VERISK ANALYTICS INC Industrials 8,259.0 $1.8M 0.01% -1K -13.4% $223.69 -23.8%
251 R RYDER SYS INC Industrials 9,643.0 $1.8M 0.01% -3K -24.0% $191.39 +21.4%
252 CF CF INDS HLDGS INC Basic Materials 23,831.0 $1.8M 0.01% -2K -8.4% $77.34 +61.7%
253 ROK ROCKWELL AUTOMATION INC Industrials 4,733.0 $1.8M 0.01% -907.0 -16.1% $389.07 +12.2%
254 CPRT COPART INC Industrials 46,944.0 $1.8M 0.01% -4K -8.4% $39.15 -14.3%
255 BNDX VANGUARD CHARLOTTE FDS 37,732.0 $1.8M 0.01% -2K -5.2% $48.32 -1.3%
256 HOLOGIC INC 24,250.0 $1.8M 0.01% -2K -6.5% $74.49
257 ED CONSOLIDATED EDISON INC Utilities 18,047.0 $1.8M 0.01% -347.0 -1.9% $99.32 +6.6%
258 MOOG INC 7,355.0 $1.8M 0.01% -3K -29.2% $243.55
259 CTRA COTERRA ENERGY INC Energy 67,900.0 $1.8M 0.01% -7K -9.9% $26.32 +23.7%
260 CFG CITIZENS FINL GROUP INC Financial Services 30,035.0 $1.8M 0.01% -232.0 -0.8% $58.41 +4.9%
Page 13 of 49  ·  961 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%