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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 35 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CAG CONAGRA BRANDS INC Consumer Defensive 41,403.0 $717K 0.00% -12K -22.6% $17.31 -22.7%
682 ACGL ARCH CAP GROUP LTD Financial Services 7,407.0 $710K 0.00% +516.0 +7.5% $95.92 +0.2%
683 IBDT ISHARES TR 27,650.0 $704K 0.00% -705.0 -2.5% $25.46 -0.9%
684 AVTR AVANTOR INC Healthcare 60,886.0 $698K 0.00% -7K -9.7% $11.46 -31.3%
685 MAA MID-AMER APT CMNTYS INC Real Estate 5,022.0 $698K 0.00% +971.0 +24.0% $138.91 -6.4%
686 ASTRAZENECA PLC 7,580.0 $697K 0.00% +1K +17.1% $91.93
687 DT DYNATRACE INC Technology 16,020.0 $694K 0.00% -7K -30.1% $43.34 -9.7%
688 NYT NEW YORK TIMES CO Communication Services 9,994.0 $694K 0.00% -368.0 -3.5% $69.42 +7.0%
689 MRNA MODERNA INC Healthcare 23,429.0 $691K 0.00% -9K -27.0% $29.49 +60.3%
690 IGM ISHARES TR 5,348.0 $691K 0.00% -813.0 -13.2% $129.16 +20.6%
691 J JACOBS SOLUTIONS INC Industrials 5,167.0 $684K 0.00% +583.0 +12.7% $132.46 -13.9%
692 KB KB FINL GROUP INC Financial Services 7,941.0 $683K 0.00% +289.0 +3.8% $86.04 +22.0%
693 TIP ISHARES TR 6,207.0 $682K 0.00% -2K -26.2% $109.91 +0.4%
694 WOR WORTHINGTON ENTERPRISES INC Industrials 13,208.0 $681K 0.00% -349.0 -2.6% $51.57 +6.0%
695 GSLC GOLDMAN SACHS ETF TR 5,114.0 $677K 0.00% +4K +645.5% $132.37 +6.4%
696 IXN ISHARES TR 6,426.0 $675K 0.00% $105.00 +28.1%
697 TKR TIMKEN CO Industrials 8,008.0 $674K 0.00% +93.0 +1.2% $84.13 +39.3%
698 IBDU ISHARES TR 28,536.0 $668K 0.00% +5K +22.0% $23.40 -1.1%
699 BSCR INVESCO EXCH TRD SLF IDX FD 33,834.0 $668K 0.00% +834.0 +2.5% $19.74 -0.7%
700 EQR EQUITY RESIDENTIAL Real Estate 10,433.0 $658K 0.00% +1K +12.8% $63.04 +4.3%
Page 35 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%