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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 18 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ROP ROPER TECHNOLOGIES INC Industrials 740.0 $329K 0.01% NEW $445.13 -25.5%
342 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,787.0 $329K 0.01% NEW $184.02 +16.7%
343 GPC GENUINE PARTS CO Consumer Cyclical 2,643.0 $325K 0.01% NEW $122.96 -10.1%
344 ALLY ALLY FINANCIAL INC Financial Services 7,169.0 $325K 0.01% NEW $45.29 +1.0%
345 AFL AFLAC INC Financial Services 2,939.0 $324K 0.01% NEW $110.27 +3.9%
346 BSCR INVESCO BULLETSHARES 2027 CO 16,410.0 $324K 0.01% NEW $19.74 -0.4%
347 UNILEVER PLC SPONS ADR 4,945.0 $323K 0.01% NEW $65.40
348 JMUB JPMORGAN MUNICIPAL ETF 6,310.0 $319K 0.01% NEW $50.50 -0.0%
349 IWC ISHARES MICROCAP ETF 2,020.0 $319K 0.01% NEW $157.70 +21.2%
350 SHM STTST SPDRNVNICE SHRTTRMMNCPL 6,592.0 $316K 0.01% NEW $47.99 -0.1%
351 ECL ECOLAB INC Basic Materials 1,204.0 $316K 0.01% NEW $262.52 +3.2%
352 HYG ISHARES IBOXX USD HIGH YIELD 3,919.0 $316K 0.01% NEW $80.63 -0.8%
353 NOC NORTHROP GRUMMAN CORP Industrials 552.0 $315K 0.01% NEW $570.21 -8.9%
354 IBB ISHARES BIOTECHNOLOGY ETF 1,860.0 $314K 0.01% NEW $168.77 +2.4%
355 BSCU INVESCO BULLETSHARES 2030 CB 18,545.0 $314K 0.01% NEW $16.92 -1.4%
356 MRSH MARSH & MCLENNAN COS INC Financial Services 1,672.0 $310K 0.01% NEW $185.52 -13.1%
357 HLN HALEON PLC SPONS ADR Healthcare 30,555.0 $309K 0.01% NEW $10.11 -11.3%
358 AME AMETEK INC NEW Industrials 1,493.0 $307K 0.01% NEW $205.31 +15.6%
359 AMAT APPLIED MATERIALS INC Technology 1,183.0 $304K 0.01% NEW $256.99 +140.6%
360 FE FIRSTENERGY CORP Utilities 6,707.0 $300K 0.01% NEW $44.77 +4.1%
Page 18 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%