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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 3 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 335,578.0 $90.0M 0.29% -7K -1.9% $268.30 -37.1%
42 VUG VANGUARD INDEX FDS 184,006.0 $89.8M 0.28% -15K -7.4% $487.86 -82.1%
43 VV VANGUARD INDEX FDS 283,597.0 $89.3M 0.28% -6K -2.1% $314.80 +8.0%
44 MPC MARATHON PETE CORP Energy 530,228.0 $86.2M 0.27% -6K -1.1% $162.63 +53.0%
45 PEP PEPSICO INC Consumer Defensive 569,877.0 $81.8M 0.26% -12K -2.0% $143.52 +3.6%
46 IVW ISHARES TR 647,461.0 $79.8M 0.25% -19K -2.8% $123.26 +10.9%
47 AMD ADVANCED MICRO DEVICES INC Technology 359,021.0 $76.9M 0.24% -12K -3.1% $214.16 +98.0%
48 ADP AUTOMATIC DATA PROCESSING IN Industrials 296,228.0 $76.2M 0.24% -5K -1.5% $257.23 -16.6%
49 SNPS SYNOPSYS INC Technology 161,714.0 $76.0M 0.24% -18K -10.2% $469.72 +8.6%
50 DIS DISNEY WALT CO Communication Services 657,230.0 $74.8M 0.24% -7K -1.1% $113.77 -7.3%
51 VONG VANGUARD SCOTTSDALE FDS 589,417.0 $71.8M 0.23% -19K -3.1% $121.75 +5.1%
52 SCHD SCHWAB STRATEGIC TR 2,550,170.0 $70.0M 0.22% -211K -7.6% $27.43 +15.6%
53 ITW ILLINOIS TOOL WKS INC Industrials 281,471.0 $69.3M 0.22% -13K -4.3% $246.30 +1.8%
54 LOW LOWES COS INC Consumer Cyclical 274,189.0 $66.1M 0.21% -8K -2.7% $241.16 -7.3%
55 GLD SPDR GOLD TR Financial Services 163,124.0 $64.6M 0.20% -14K -7.9% $396.31 +7.8%
56 MRK MERCK & CO INC Healthcare 588,969.0 $62.0M 0.20% -12K -1.9% $105.26 +7.7%
57 QCOM QUALCOMM INC Technology 355,628.0 $60.8M 0.19% -18K -4.8% $171.05 +17.0%
58 CRM SALESFORCE INC Technology 229,488.0 $60.8M 0.19% -8K -3.2% $264.91 -36.7%
59 TMUS T-MOBILE US INC Communication Services 292,188.0 $59.3M 0.19% -3K -0.9% $203.04 -7.3%
60 IWD ISHARES TR 280,879.0 $59.1M 0.19% -10K -3.5% $210.34 +10.4%
Page 3 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%