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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 31 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TRMB TRIMBLE INC Technology 13,555.0 $1.1M 0.00% +313.0 +2.4% $78.35 -28.6%
602 ESS ESSEX PPTY TR INC Real Estate 4,055.0 $1.1M 0.00% -149.0 -3.5% $261.68 +4.6%
603 SCHB SCHWAB STRATEGIC TR 40,338.0 $1.1M 0.00% $26.23 +9.0%
604 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,079.0 $1.1M 0.00% +2K +56.3% $207.81 -39.0%
605 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,344.0 $1.1M 0.00% +316.0 +1.8% $57.49 +34.1%
606 VRSN VERISIGN INC Technology 4,339.0 $1.1M 0.00% -249.0 -5.4% $242.95 +24.7%
607 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,712.0 $1.1M 0.00% -2K -23.1% $156.80 +32.5%
608 IX ORIX CORP Financial Services 35,794.0 $1.0M 0.00% +1K +3.6% $29.22 +34.4%
609 EXPD EXPEDITORS INTL WASHINC Industrials 7,011.0 $1.0M 0.00% +229.0 +3.4% $149.01 +5.5%
610 DFIV DIMENSIONAL ETF TRUST 20,833.0 $1.0M 0.00% -4K -17.0% $49.90 +11.8%
611 SJM SMUCKER J M CO Consumer Defensive 10,615.0 $1.0M 0.00% -502.0 -4.5% $97.81 +2.7%
612 TOTALENERGIES SE 15,826.0 $1.0M 0.00% NEW $65.42
613 DFUV DIMENSIONAL ETF TRUST 22,176.0 $1.0M 0.00% +5K +28.1% $46.59 +13.3%
614 YUMC YUM CHINA HLDGS INC Consumer Cyclical 21,491.0 $1.0M 0.00% +593.0 +2.8% $47.74 -4.6%
615 AES AES CORP Utilities 71,280.0 $1.0M 0.00% +438.0 +0.6% $14.34 +2.4%
616 HST HOST HOTELS & RESORTS INC Real Estate 56,441.0 $1.0M 0.00% $17.73 +26.4%
617 DTE DTE ENERGY CO Utilities 7,755.0 $1.0M 0.00% +87.0 +1.1% $128.98 +11.5%
618 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 31,800.0 $992K 0.00% +2K +7.3% $31.21 +10.0%
619 GL GLOBE LIFE INC Financial Services 7,055.0 $987K 0.00% -183.0 -2.5% $139.86 +12.0%
620 WDAY WORKDAY INC Technology 4,590.0 $986K 0.00% +328.0 +7.7% $214.78 -41.1%
Page 31 of 132  ·  2,633 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%