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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 41 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IVOL KRANESHARES TRUST 23,395.0 $448K 0.00% $19.16 -6.0%
802 EGP EASTGROUP PPTYS INC Real Estate 2,513.0 $448K 0.00% +256.0 +11.3% $178.14 +15.2%
803 NSP INSPERITY INC Industrials 11,551.0 $447K 0.00% -938.0 -7.5% $38.72 -20.3%
804 FMS FRESENIUS MEDICAL CARE AG Healthcare 18,766.0 $447K 0.00% +726.0 +4.0% $23.82 -5.5%
805 GKOS GLAUKOS CORP Healthcare 3,955.0 $447K 0.00% +78.0 +2.0% $112.91 +23.1%
806 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,220.0 $446K 0.00% -3K -22.0% $36.49 +3.2%
807 BUFT FIRST TR EXCHNG TRADED FD VI 18,120.0 $446K 0.00% NEW $24.61 +4.9%
808 VCSH VANGUARD SCOTTSDALE FDS 5,590.0 $446K 0.00% +900.0 +19.2% $79.73 -1.0%
809 ATEC ALPHATEC HLDGS INC Healthcare 21,089.0 $444K 0.00% -535.0 -2.5% $21.04 -60.9%
810 IGV ISHARES TR 4,107.0 $434K 0.00% $105.69 -12.5%
811 PAYC PAYCOM SOFTWARE INC Technology 2,723.0 $434K 0.00% +158.0 +6.2% $159.36 -15.7%
812 SPXC SPX TECHNOLOGIES INC Industrials 2,162.0 $433K 0.00% -424.0 -16.4% $200.06 +2.7%
813 ALLE ALLEGION PLC Industrials 2,716.0 $432K 0.00% +234.0 +9.4% $159.22 -17.9%
814 SNN SMITH & NEPHEW PLC Healthcare 13,123.0 $431K 0.00% +3K +33.2% $32.81 -5.5%
815 BUNGE GLOBAL SA 4,826.0 $430K 0.00% -145.0 -2.9% $89.08
816 SAIA SAIA INC Industrials 1,308.0 $427K 0.00% -21.0 -1.6% $326.52 +42.9%
817 EXPO EXPONENT INC Industrials 6,146.0 $427K 0.00% +3K +130.2% $69.46 -17.9%
818 MSTR STRATEGY INC Technology 2,790.0 $424K 0.00% -111.0 -3.8% $151.95 +8.5%
819 ILOW AB ACTIVE ETFS INC 9,931.0 $423K 0.00% NEW $42.59 +6.4%
820 GNRC GENERAC HLDGS INC Industrials 3,094.0 $422K 0.00% -67.0 -2.1% $136.37 +81.7%
Page 41 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%