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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 21 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XYL XYLEM INC Industrials 4,439.0 $530K 0.02% +797.0 +21.9% $119.50 -7.9%
402 EME EMCOR GROUP INC COM Industrials 717.0 $529K 0.02% +208.0 +40.9% $738.33 +17.6%
403 ROP ROPER TECHNOLOGIES INC COM Industrials 1,496.0 $529K 0.02% -19.0 -1.2% $353.77 -9.8%
404 F FORD MOTOR CO Consumer Cyclical 45,689.0 $527K 0.02% -2K -4.4% $11.54 +37.3%
405 MPWR MONOLITHIC POWER SYSTEMS INC Technology 481.0 $526K 0.02% +91.0 +23.3% $1093.35 +47.0%
406 NULG NUVEEN ESG LRG-CAP GRW ETF 5,768.0 $525K 0.02% -45.0 -0.8% $90.94 +21.8%
407 MLI MUELLER INDS INC COM Industrials 4,727.0 $524K 0.02% +174.0 +3.8% $110.80 +22.5%
408 STRL STERLING CONSTRUCTION CO Industrials 1,284.0 $523K 0.02% +111.0 +9.5% $407.27 +93.8%
409 NYT NEW YORK TIMES CO CL A Communication Services 6,241.0 $523K 0.02% +987.0 +18.8% $83.73 -10.2%
410 ENTG ENTEGRIS INC Technology 4,456.0 $522K 0.02% +426.0 +10.6% $117.24 +19.3%
411 RJF RAYMOND JAMES FINL INC COM Financial Services 3,588.0 $520K 0.02% +361.0 +11.2% $144.79 -0.1%
412 APOS APOLLO GLOBAL MGMT INC COM Financial Services 4,649.0 $518K 0.02% +516.0 +12.5% $111.42 -76.4%
413 MCHP MICROCHIP TECHNOLOGY INC Technology 8,009.0 $517K 0.02% +3K +67.8% $64.61 +48.0%
414 TOL TOLL BROTHERS INC COM Consumer Cyclical 3,767.0 $514K 0.02% +107.0 +2.9% $136.47 +2.8%
415 TPR TAPESTRY INC COM Consumer Cyclical 3,643.0 $514K 0.02% +2K +88.8% $141.11 -1.2%
416 TTC TORO CO COM Industrials 5,427.0 $507K 0.02% +2K +70.8% $93.44 -2.0%
417 MSCI MSCI INC Financial Services 929.0 $501K 0.02% +239.0 +34.6% $539.01 +12.2%
418 DD DUPONT DE NEMOURS INC Basic Materials 10,893.0 $499K 0.02% +2K +16.6% $45.80 +3.7%
419 Q QNITY ELECTRONICS INC Technology 4,321.0 $499K 0.02% -46.0 -1.1% $115.38 +37.6%
420 LECO LINCOLN ELEC HLDGS INC COM Industrials 1,997.0 $497K 0.02% +74.0 +3.9% $249.08 +5.7%
Page 21 of 41  ·  812 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%