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Portfolio (Quarterly) Guide ↗

Fifth Third Wealth Advisors LLC

· CIK 0001899030
13F Portfolio $3.0B AUM 812 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New 553 Added 139 Reduced 69 Exited
Page 13 of 28  ·  553 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSL CARLISLE COS INC COM Industrials 2,146.0 $716K 0.02% +29.0 +1.4% $333.62 +1.8%
242 KKR KKR & CO INC Financial Services 7,649.0 $708K 0.02% +340.0 +4.7% $92.50 +2.3%
243 DELL DELL TECHNOLOGIES INC CL C Technology 4,300.0 $706K 0.02% +187.0 +4.5% $164.14 +85.3%
244 CRH PLC 6,641.0 $698K 0.02% +675.0 +11.3% $105.12
245 MTZ MASTEC INC COM Industrials 2,150.0 $692K 0.02% +16.0 +0.8% $321.74 +20.9%
246 TDG TRANSDIGM GROUP INC COM Industrials 596.0 $691K 0.02% +136.0 +29.6% $1158.96 +5.0%
247 FORTINET INC 8,437.0 $689K 0.02% +2K +21.8% $81.72
248 PCAR PACCAR INC Industrials 5,863.0 $677K 0.02% +596.0 +11.3% $115.50 -4.3%
249 PSA PUBLIC STORAGE OPER CO COM Real Estate 2,487.0 $674K 0.02% +266.0 +12.0% $270.88 +12.9%
250 TWLO TWILIO INC - A Communication Services 5,301.0 $667K 0.02% +2K +44.6% $125.82 +49.3%
251 URI UNITED RENTALS INC Industrials 913.0 $665K 0.02% +50.0 +5.8% $728.56 +31.7%
252 IDXX IDEXX LABORATORIES INC Healthcare 1,179.0 $662K 0.02% +287.0 +32.2% $561.89 -1.2%
253 ASML ASML HOLDING N V N Y REGISTRY Technology 500.0 $660K 0.02% +184.0 +58.2% $1319.90 +22.2%
254 NXPI NXP SEMICONDUCTORS NV Technology 3,320.0 $654K 0.02% +180.0 +5.7% $196.86 +66.5%
255 BURL BURLINGTON STORES INC Consumer Cyclical 1,994.0 $649K 0.02% +440.0 +28.3% $325.38 +0.3%
256 RNR RENAISSANCERE HLDGS LTD COM Financial Services 2,182.0 $649K 0.02% +61.0 +2.9% $297.26 -1.0%
257 WBD WARNER BROS DISCOVERY INC Communication Services 23,491.0 $645K 0.02% +3K +14.1% $27.46 -1.8%
258 TDY TELEDYNE TECHNOLOGIES INC Technology 1,066.0 $645K 0.02% +113.0 +11.9% $605.01 +4.5%
259 MIDD MIDDLEBY CORP COM Industrials 4,841.0 $642K 0.02% +124.0 +2.6% $132.58 +12.3%
260 CARR CARRIER GLOBAL CORP Industrials 11,340.0 $639K 0.02% +2K +25.4% $56.31 +14.7%
Page 13 of 28  ·  553 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 27.7%
Financial Services 22.4%
Industrials 11.1%
Communication Services 9.2%
Consumer Cyclical 8.5%
Healthcare 6.6%
Consumer Defensive 5.0%
Energy 4.3%
Utilities 3.0%
Basic Materials 1.3%