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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 32 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 JBL JABIL INC Technology 4,313.0 $983K 0.00% +209.0 +5.1% $228.02 +56.3%
622 SAP SAP SE Technology 4,044.0 $982K 0.00% -12K -74.3% $242.91 -25.9%
623 LUV SOUTHWEST AIRLS CO Industrials 23,552.0 $973K 0.00% $41.33 -1.3%
624 SDY SPDR SERIES TRUST 6,938.0 $965K 0.00% +278.0 +4.2% $139.16 +6.9%
625 OXY OCCIDENTAL PETE CORP Energy 23,456.0 $965K 0.00% -231.0 -1.0% $41.12 +43.1%
626 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,900.0 $947K 0.00% -245.0 -5.9% $242.82 +0.3%
627 MINT PIMCO ETF TR 9,424.0 $946K 0.00% +9K +1684.8% $100.34 +0.3%
628 OTIS OTIS WORLDWIDE CORP Industrials 10,591.0 $925K 0.00% -5K -30.6% $87.35 -18.0%
629 SCHE SCHWAB STRATEGIC TR 28,240.0 $925K 0.00% +3K +12.0% $32.75 +8.6%
630 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,465.0 $921K 0.00% +601.0 +10.2% $142.50 +16.5%
631 HEDJ WISDOMTREE TR 17,362.0 $921K 0.00% $53.06 +6.0%
632 L LOEWS CORP Financial Services 8,699.0 $916K 0.00% -140.0 -1.6% $105.31 +3.7%
633 ST SENSATA TECHNOLOGIES HLDG PL Technology 27,514.0 $916K 0.00% -5K -15.6% $33.29 +43.4%
634 BRO BROWN & BROWN INC Financial Services 11,483.0 $915K 0.00% +3K +27.9% $79.70 -26.6%
635 BROWN FORMAN CORP 35,020.0 $913K 0.00% +1K +3.5% $26.06
636 H HYATT HOTELS CORP Consumer Cyclical 5,675.0 $910K 0.00% +2K +51.0% $160.32 +9.5%
637 FICO FAIR ISAAC CORP Technology 530.0 $896K 0.00% +83.0 +18.6% $1690.62 -27.4%
638 AVY AVERY DENNISON CORP Industrials 4,913.0 $894K 0.00% +486.0 +11.0% $181.88 -12.6%
639 PTC PTC INC Technology 5,051.0 $880K 0.00% +620.0 +14.0% $174.21 -15.1%
640 WEX WEX INC Technology 5,901.0 $879K 0.00% -762.0 -11.4% $148.98 -3.2%
Page 32 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%