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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $2.2B AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 10 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFG ISHARES MSCI EAFE GROWTH ETF 14,143.0 $1.6M 0.07% NEW $113.92 +8.4%
182 SNPS SYNOPSYS INC Technology 3,417.0 $1.6M 0.07% NEW $469.72 -1.7%
183 MS MORGAN STANLEY Financial Services 8,625.0 $1.5M 0.07% NEW $177.53 +26.8%
184 ZTS ZOETIS INC Healthcare 11,879.0 $1.5M 0.07% NEW $125.82 -36.9%
185 GS GOLDMAN SACHS GROUP INC Financial Services 1,678.0 $1.5M 0.07% NEW $879.00 +25.0%
186 BAC BANK AMERICA CORP Financial Services 26,363.0 $1.4M 0.07% NEW $55.00 +2.8%
187 AMP AMERIPRISE FINANCIAL INC. Financial Services 2,940.0 $1.4M 0.06% NEW $490.34 -3.7%
188 A AGILENT TECHNOLOGIES INC Healthcare 10,456.0 $1.4M 0.06% NEW $136.07 -8.6%
189 ACWX ISHARES MSCI ACWI EX US ETF 21,063.0 $1.4M 0.06% NEW $67.13 +13.3%
190 MGK VANGUARD MEGA CAP GROWTH ETF 3,383.0 $1.4M 0.06% NEW $412.77 -78.9%
191 CME CME GROUP INC. Financial Services 4,985.0 $1.4M 0.06% NEW $273.08 -7.5%
192 VB VANGUARD SMALL-CAP ETF 5,231.0 $1.3M 0.06% NEW $257.95 +13.6%
193 CAH CARDINAL HEALTH INC Healthcare 6,510.0 $1.3M 0.06% NEW $205.50 +10.1%
194 PAYX PAYCHEX INC Industrials 11,860.0 $1.3M 0.06% NEW $112.18 -13.0%
195 UNH UNITEDHEALTH GROUP INC Healthcare 3,972.0 $1.3M 0.06% NEW $330.11 +21.0%
196 HYMB STST SPDRNVNICE HGHYLD MNCPL B 51,700.0 $1.3M 0.06% NEW $24.94 +1.1%
197 MMM 3M CO Industrials 8,014.0 $1.3M 0.06% NEW $160.10 -0.5%
198 IVE ISHARES S&P 500 VALUE ETF 6,035.0 $1.3M 0.06% NEW $212.07 +6.5%
199 SPTM STE ST SPDR PTFL S&P 1500 CSM 15,467.0 $1.3M 0.06% NEW $82.50 +9.0%
200 VONV VANGUARD RUSSELL 1000 VALUE ET 13,671.0 $1.3M 0.06% NEW $92.30 +14.6%
Page 10 of 75  ·  1,482 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 25.6%
Financial Services 23.5%
Healthcare 10.9%
Consumer Cyclical 9.2%
Communication Services 8.8%
Industrials 8.1%
Consumer Defensive 6.6%
Utilities 3.1%
Energy 2.6%
Real Estate 0.9%