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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 11 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJK ISHARES S&P MIDCAP 400/GRWTH E 12,821.0 $1.2M 0.06% NEW $96.88 +17.9%
202 GE GE AEROSPACE Industrials 4,031.0 $1.2M 0.06% NEW $308.03 +15.9%
203 INTC INTEL CORP Technology 32,413.0 $1.2M 0.05% NEW $36.90 +228.2%
204 BA BOEING CO Industrials 5,503.0 $1.2M 0.05% NEW $217.12 +3.9%
205 D DOMINION ENERGY INC Utilities 20,384.0 $1.2M 0.05% NEW $58.59 +16.1%
206 MO ALTRIA GROUP INC Consumer Defensive 20,608.0 $1.2M 0.05% NEW $57.66 +19.6%
207 TT TRANE TECHNOLOGIES PLC Industrials 3,027.0 $1.2M 0.05% NEW $389.20 +21.4%
208 VGSH VANGUARD SHORT-TERM TREASURY E 19,599.0 $1.2M 0.05% NEW $58.73 -1.2%
209 SYY SYSCO CORP Consumer Defensive 15,616.0 $1.2M 0.05% NEW $73.69 +7.2%
210 PGR PROGRESSIVE CORP OHIO Financial Services 5,042.0 $1.1M 0.05% NEW $227.72 -10.2%
211 VNQ VANGUARD REAL ESTATE ETF 12,200.0 $1.1M 0.05% NEW $88.49 +8.0%
212 CL COLGATE PALMOLIVE CO Consumer Defensive 13,617.0 $1.1M 0.05% NEW $79.02 +14.6%
213 WDC WESTERN DIGITAL CORP Technology 6,009.0 $1.0M 0.05% NEW $172.27 +295.4%
214 XLP SS CNSMER STPLS SLCT SECT SPDR 12,640.0 $982K 0.04% NEW $77.68 +7.7%
215 VCIT VANGUARD INTER TERM CORP BOND 11,648.0 $976K 0.04% NEW $83.75 -1.8%
216 SHEL SHELL PLC SPONS ADR Energy 13,081.0 $961K 0.04% NEW $73.48 +9.4%
217 SHV ISHARES 0-1 YEAR TREASURY BOND 8,677.0 $956K 0.04% NEW $110.15 +0.0%
218 DSI ISHARES ESG MSCI KLD 400 ETF 7,362.0 $948K 0.04% NEW $128.83 +8.9%
219 XLU SS UTILITIES SELECT SECTOR 22,163.0 $946K 0.04% NEW $42.69 +4.1%
220 NVS NOVARTIS AG SPONSORED ADR Healthcare 6,664.0 $919K 0.04% NEW $137.87 +9.4%
Page 11 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%