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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 23 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CPRT COPART INC Industrials 51,258.0 $2.3M 0.01% NEW $44.97 -27.8%
442 NVO NOVO-NORDISK A S Healthcare 41,182.0 $2.3M 0.01% NEW $55.49 -19.5%
443 EBAY EBAY INC. Consumer Cyclical 25,105.0 $2.3M 0.01% NEW $90.95 +25.0%
444 APOS APOLLO GLOBAL MGMT INC Financial Services 17,107.0 $2.3M 0.01% NEW $133.27 -80.6%
445 IRM IRON MTN INC DEL Real Estate 22,162.0 $2.3M 0.01% NEW $101.94 +22.7%
446 AROC ARCHROCK INC Energy 85,829.0 $2.3M 0.01% NEW $26.31 +47.6%
447 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 116,714.0 $2.2M 0.01% NEW $19.25 +14.6%
448 NTES NETEASE INC Technology 14,744.0 $2.2M 0.01% NEW $151.99 -24.4%
449 TROW PRICE T ROWE GROUP INC Financial Services 21,830.0 $2.2M 0.01% NEW $102.64 -1.3%
450 DELL DELL TECHNOLOGIES INC Technology 15,711.0 $2.2M 0.01% NEW $141.77 +69.2%
451 AIR LEASE CORP 34,905.0 $2.2M 0.01% NEW $63.65
452 VYM VANGUARD WHITEHALL FDS 15,673.0 $2.2M 0.01% NEW $140.95 +10.4%
453 RIO RIO TINTO PLC Basic Materials 33,253.0 $2.2M 0.01% NEW $66.01 +54.1%
454 HILLENBRAND INC 80,012.0 $2.2M 0.01% NEW $27.04
455 MOOG INC 10,394.0 $2.2M 0.01% NEW $207.67
456 BIO BIO RAD LABS INC Healthcare 7,688.0 $2.2M 0.01% NEW $280.39 -0.2%
457 CAH CARDINAL HEALTH INC Healthcare 13,700.0 $2.2M 0.01% NEW $156.96 +26.8%
458 TPR TAPESTRY INC Consumer Cyclical 18,981.0 $2.1M 0.01% NEW $113.22 +16.3%
459 ET ENERGY TRANSFER L P Energy 124,708.0 $2.1M 0.01% NEW $17.16 +20.4%
460 SF STIFEL FINL CORP Financial Services 18,766.0 $2.1M 0.01% NEW $113.47 -35.7%
Page 23 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%