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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 20 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APTIV PLC 3,331.0 $253K 0.01% NEW $76.09
382 ICLR ICON PLC Healthcare 1,377.0 $251K 0.01% NEW $182.22 -20.9%
383 ELV ELEVANCE HEALTH INC Healthcare 705.0 $247K 0.01% NEW $350.55 +11.1%
384 GSLC GOLDMAN ACTIVEBETA US LC ETF 1,867.0 $247K 0.01% NEW $132.37 +7.3%
385 SAP SAP SE SPONS ADR Technology 1,009.0 $245K 0.01% NEW $242.91 -36.2%
386 WMB WILLIAMS COS INC Energy 4,070.0 $245K 0.01% NEW $60.11 +21.1%
387 PPG PPG INDS INC Basic Materials 2,380.0 $244K 0.01% NEW $102.46 +16.9%
388 EBAY EBAY INC COM Consumer Cyclical 2,796.0 $244K 0.01% NEW $87.10 +24.4%
389 HOOD ROBINHOOD MARKETS INC CL A Financial Services 2,139.0 $242K 0.01% NEW $113.10 -5.1%
390 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 3,095.0 $241K 0.01% NEW $77.97 -7.1%
391 ALAB ASTERA LABS INC Technology 1,435.0 $239K 0.01% NEW $166.36 +152.5%
392 PCG PG & E CORP Utilities 14,845.0 $239K 0.01% NEW $16.07 +2.6%
393 SDVY FIRST TRUST SMID CAP RISING ET 6,157.0 $236K 0.01% NEW $38.32 +10.3%
394 LII LENNOX INTERNATIONAL INC Industrials 475.0 $231K 0.01% NEW $485.58 +10.6%
395 ANET ARISTA NETWORKS INC Technology 1,741.0 $228K 0.01% NEW $131.03 +29.0%
396 ASTRAZENECA PLC SPONS ADR 2,437.0 $224K 0.01% NEW $91.93
397 MELI MERCADOLIBRE INC Consumer Cyclical 111.0 $224K 0.01% NEW $2014.26 -18.8%
398 IEO ISHARES DJ US OIL & GAS EXPL E 2,487.0 $222K 0.01% NEW $89.26 +20.1%
399 DVA DAVITA INC Healthcare 1,928.0 $219K 0.01% NEW $113.61 +84.5%
400 HUBB HUBBELL INC Industrials 488.0 $217K 0.01% NEW $444.11 +18.3%
Page 20 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%