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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 60 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 VRP INVESCO EXCH TRADED FD TR II 4,200.0 $102K $24.33 -0.3%
1182 MSA MSA SAFETY INC Industrials 638.0 $102K -69.0 -9.8% $160.14 +6.8%
1183 DCI DONALDSON INC Industrials 1,152.0 $102K +33.0 +3.0% $88.66 -5.6%
1184 SOUTHSTATE BK CORP 1,085.0 $102K +27.0 +2.5% $94.11
1185 AR ANTERO RESOURCES CORP Energy 2,959.0 $102K +88.0 +3.1% $34.46 +6.6%
1186 EXP EAGLE MATLS INC Basic Materials 491.0 $101K -30.0 -5.8% $206.68 -3.5%
1187 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,336.0 $101K -199.0 -13.0% $75.91 -26.0%
1188 APLE APPLE HOSPITALITY REIT INC Real Estate 8,544.0 $101K -676.0 -7.3% $11.85 +22.1%
1189 PKW INVESCO EXCHANGE TRADED FD T 750.0 $101K $134.32 +1.5%
1190 FR FIRST INDL RLTY TR INC Real Estate 1,758.0 $101K +242.0 +16.0% $57.27 +10.5%
1191 SEIC SEI INVTS CO Financial Services 1,226.0 $101K -89.0 -6.8% $82.02 +10.4%
1192 HYD VANECK ETF TRUST 1,967.0 $101K +32.0 +1.6% $51.12 -0.7%
1193 RRX REGAL REXNORD CORPORATION Industrials 715.0 $100K +31.0 +4.5% $140.32 +43.1%
1194 HUN HUNTSMAN CORP Basic Materials 10,010.0 $100K $10.00 +45.1%
1195 JHMM JOHN HANCOCK EXCHANGE TRADED 1,525.0 $100K -389.0 -20.3% $65.48 +10.9%
1196 GABC GERMAN AMERN BANCORP INC Financial Services 2,531.0 $99K $39.18 +10.4%
1197 MKSI MKS INC. Technology 620.0 $99K $159.80 +100.6%
1198 IHE ISHARES TR 1,167.0 $99K $84.83 +7.9%
1199 PDP INVESCO EXCHANGE TRADED FD T 843.0 $98K -84.0 -9.1% $116.40 +20.3%
1200 CGCB CAPITAL GRP FIXED INCM ETF T 3,678.0 $98K NEW $26.52 -1.6%
Page 60 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%