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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.3B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2662 New
Page 85 of 134  ·  2,662 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ASH ASHLAND INC Basic Materials 692.0 $33K NEW $47.91 +17.4%
1682 PI IMPINJ INC Technology 183.0 $33K NEW $180.75 -24.1%
1683 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,185.0 $33K NEW $27.90 -16.8%
1684 GFF GRIFFON CORP Industrials 434.0 $33K NEW $76.15 +11.1%
1685 FTDR FRONTDOOR INC Consumer Cyclical 491.0 $33K NEW $67.29 -8.6%
1686 NWE NORTHWESTERN ENERGY GROUP IN Utilities 563.0 $33K NEW $58.61 +22.5%
1687 BOOT BOOT BARN HLDGS INC Consumer Cyclical 199.0 $33K NEW $165.72 -6.8%
1688 ORR EA SERIES TRUST 1,045.0 $33K NEW $31.47 +16.0%
1689 SHC SOTERA HEALTH CO Healthcare 2,088.0 $33K NEW $15.73 -1.1%
1690 ACA ARCOSA INC Industrials 350.0 $33K NEW $93.71 +27.1%
1691 LUMN LUMEN TECHNOLOGIES INC Communication Services 5,343.0 $33K NEW $6.12 +54.2%
1692 INTERNATIONAL BANCSHARES COR 474.0 $33K NEW $68.75
1693 UPWK UPWORK INC Industrials 1,754.0 $33K NEW $18.57 -53.4%
1694 INFY INFOSYS LTD Technology 2,000.0 $33K NEW $16.27 -22.3%
1695 ALKS ALKERMES PLC Healthcare 1,083.0 $32K NEW $30.00 +23.2%
1696 WSC WILLSCOT HLDGS CORP Industrials 1,533.0 $32K NEW $21.11 +12.6%
1697 EOS EATON VANCE ENHANCED EQUITY Financial Services 1,352.0 $32K NEW $23.93 -4.9%
1698 ACHR ARCHER AVIATION INC Industrials 3,375.0 $32K NEW $9.58 -36.1%
1699 CGCP CAPITAL GRP FIXED INCM ETF T 1,423.0 $32K NEW $22.72 -2.1%
1700 NVCR NOVOCURE LTD Healthcare 2,500.0 $32K NEW $12.92 +38.5%
Page 85 of 134  ·  2,662 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 35.5%
Financial Services 15.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.8%
Consumer Defensive 5.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.6%