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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $1.9B AUM 2,094 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 377 Added 542 Reduced 97 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WASH WASHINGTON TRUST BANCORP INC Financial Services 296,225.0 $9.9M 0.41% NEW $33.46 +5.1%
2 AMCOR PLC 170,052.0 $6.8M 0.28% NEW $39.75
3 RYN RAYONIER INC REIT Real Estate 207,070.0 $4.3M 0.18% NEW $20.62 +3.4%
4 JEPI JPMORGAN EQUITY PREMIUM INCO E 29,818.0 $1.7M 0.07% NEW $56.68 -0.2%
5 BALI ISHRS US LRG CP PRE INC ACT ET 54,555.0 $1.7M 0.07% NEW $30.81 +10.0%
6 EMN EASTMAN CHEMICAL CO Basic Materials 6,900.0 $527K 0.02% NEW $76.32 -4.0%
7 AZN ASTRAZENECA PLC Healthcare 1,666.0 $329K 0.01% NEW $197.22 -9.4%
8 USHY ISHARES BROAD USD HIGH YIELD 5,733.0 $211K 0.01% NEW $36.84 +0.5%
9 PINNACLE FINANCIAL PARTNERS IN 1,444.0 $124K 0.01% NEW $86.14
10 DLS WISDOMTREE INTL S/C DVD FUND 891.0 $73K 0.00% NEW $81.50 +7.2%
11 USRT ISHARES CORE US REIT ETF 1,098.0 $65K 0.00% NEW $59.19 +11.7%
12 SU SUNCOR ENERGY INC Energy 910.0 $60K 0.00% NEW $66.11 -12.0%
13 PDI PIMCO DYNAMIC INCOME FUND Financial Services 3,360.0 $57K 0.00% NEW $17.11 -3.2%
14 DES WISDOMTREE US SMALLCAP DIVIDEN 1,070.0 $38K 0.00% NEW $35.94 +9.8%
15 PSTG EVERPURE INC CL A Technology 589.0 $35K 0.00% NEW $59.04 +22.5%
16 CRCL CIRCLE INTERNET GROUP INC CL A Financial Services 362.0 $35K 0.00% NEW $95.41 -16.4%
17 PLAB PHOTRONICS INC Technology 818.0 $33K 0.00% NEW $40.41 -24.7%
18 DNTH DIANTHUS THERAPEUTICS INC Healthcare 383.0 $32K 0.00% NEW $83.92 -6.0%
19 KBR KBR INC Industrials 634.0 $23K 0.00% NEW $36.86 -5.0%
20 PPLT ABRDN PHYSICAL PLATINUM SHARES Financial Services 128.0 $23K 0.00% NEW $178.23 -90.8%
Page 1 of 4  ·  80 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 23.0%
Financial Services 22.0%
Healthcare 12.0%
Industrials 8.8%
Consumer Cyclical 8.8%
Communication Services 8.2%
Consumer Defensive 7.7%
Energy 3.9%
Utilities 3.6%
Real Estate 1.2%