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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 33 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ALGN ALIGN TECHNOLOGY INC Healthcare 5,619.0 $877K 0.00% +2K +49.4% $156.15 +4.4%
642 APTIV PLC 11,530.0 $877K 0.00% -463.0 -3.9% $76.09
643 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 37,594.0 $877K 0.00% $23.32 +6.6%
644 CORPAY INC 2,848.0 $857K 0.00% +170.0 +6.3% $300.93
645 KDP KEURIG DR PEPPER INC Consumer Defensive 30,578.0 $856K 0.00% -17K -36.4% $28.01 +2.7%
646 WY WEYERHAEUSER CO MTN BE Real Estate 35,822.0 $849K 0.00% -8K -18.6% $23.69 -1.9%
647 JBHT HUNT J B TRANS SVCS INC Industrials 4,350.0 $845K 0.00% +204.0 +4.9% $194.34 +33.4%
648 CBOE CBOE GLOBAL MKTS INC Financial Services 3,349.0 $841K 0.00% +169.0 +5.3% $251.00 +40.2%
649 BAX BAXTER INTL INC Healthcare 43,090.0 $823K 0.00% +18K +70.0% $19.11 -0.4%
650 CNP CENTERPOINT ENERGY INC Utilities 21,466.0 $823K 0.00% +181.0 +0.8% $38.34 +10.8%
651 WAT WATERS CORP Healthcare 2,156.0 $819K 0.00% $379.83 -10.1%
652 USMV ISHARES TR 8,669.0 $816K 0.00% +2K +23.4% $94.16 +2.0%
653 TECH BIO-TECHNE CORP Healthcare 13,863.0 $815K 0.00% -324.0 -2.3% $58.81 -20.6%
654 STE STERIS PLC Healthcare 3,212.0 $814K 0.00% +259.0 +8.8% $253.52 -14.8%
655 PCTY PAYLOCITY HLDG CORP Technology 5,332.0 $813K 0.00% +3K +90.1% $152.50 -26.7%
656 AFG AMERICAN FINL GROUP INC OHIO Financial Services 5,916.0 $809K 0.00% +1K +20.3% $136.68 +0.4%
657 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,130.0 $805K 0.00% +127.0 +1.4% $88.21 +16.6%
658 LMAT LEMAITRE VASCULAR INC Healthcare 9,857.0 $799K 0.00% -172.0 -1.7% $81.10 +22.7%
659 SON SONOCO PRODS CO Consumer Cyclical 18,238.0 $796K 0.00% -2K -11.7% $43.64 +10.0%
660 DOC HEALTHPEAK PROPERTIES INC Real Estate 49,226.0 $792K 0.00% -3K -5.7% $16.08 +22.1%
Page 33 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%