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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 53 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EZU ISHARES INC 2,520.0 $162K 0.00% $64.10 +6.5%
1042 CWEN CLEARWAY ENERGY INC Utilities 4,851.0 $161K 0.00% -8K -61.8% $33.26 +14.7%
1043 JEF JEFFERIES FINL GROUP INC Financial Services 2,586.0 $160K 0.00% -116.0 -4.3% $61.97 -15.4%
1044 KNSL KINSALE CAP GROUP INC Financial Services 407.0 $159K 0.00% -9.0 -2.2% $391.12 -20.2%
1045 G GENPACT LIMITED Technology 3,391.0 $159K 0.00% +196.0 +6.1% $46.78 -31.6%
1046 CLH CLEAN HARBORS INC Industrials 675.0 $158K 0.00% +20.0 +3.0% $234.48 +20.5%
1047 DKS DICKS SPORTING GOODS INC Consumer Cyclical 794.0 $157K -50.0 -5.9% $197.97 +12.0%
1048 MTZ MASTEC INC Industrials 723.0 $157K +12.0 +1.7% $217.37 +78.9%
1049 BIRKENSTOCK HOLDING PLC 3,832.0 $157K NEW $40.90
1050 ATI ATI INC Industrials 1,356.0 $156K $114.76 +39.8%
1051 ESGU ISHARES TR 1,035.0 $154K $148.98 +8.7%
1052 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,824.0 $154K -47K -96.3% $84.36 -9.5%
1053 CRS CARPENTER TECHNOLOGY CORP Industrials 486.0 $153K -59.0 -10.8% $314.84 +39.2%
1054 ACIO ETF SER SOLUTIONS 3,500.0 $153K $43.70 +6.1%
1055 TRU TRANSUNION Industrials 1,780.0 $153K +584.0 +48.8% $85.75 -19.6%
1056 RELX RELX PLC Communication Services 3,770.0 $152K +118.0 +3.2% $40.42 -16.9%
1057 IBDR ISHARES TR 6,261.0 $152K +4K +189.3% $24.23 -0.0%
1058 CAVA CAVA GROUP INC Consumer Cyclical 2,571.0 $151K +560.0 +27.9% $58.69 +38.5%
1059 EXI ISHARES TR 860.0 $151K $175.34 +9.9%
1060 SPSB SPDR SERIES TRUST 4,977.0 $150K +2K +51.5% $30.20 -0.7%
Page 53 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%