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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 24 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SLV ISHARES SILVER TRUST ETF Financial Services 2,236.0 $144K 0.01% NEW $64.42 -7.6%
462 LMBS FIRST TRUST LOW DURATION OPP 2,872.0 $144K 0.01% NEW $49.99 -0.3%
463 FSS FEDERAL SIGNAL CORP Industrials 1,317.0 $143K 0.01% NEW $108.59 +9.1%
464 UPS UNITED PARCEL SERVICE-CLASS B Industrials 1,440.0 $143K 0.01% NEW $99.19 +5.9%
465 EOG EOG RES INC Energy 1,342.0 $141K 0.01% NEW $105.01 +23.8%
466 CASY CASEYS GEN STORES INC Consumer Cyclical 254.0 $140K 0.01% NEW $552.71 +52.4%
467 VIOO VANGUARD S&P SMALL-CAP 600 ETF 1,262.0 $140K 0.01% NEW $110.96 +19.7%
468 BHP BHP BILLITON LTD SPONS ADR Basic Materials 2,293.0 $138K 0.01% NEW $60.37 +45.6%
469 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 2,200.0 $138K 0.01% NEW $62.66 +19.1%
470 LBRDK LIBERTY BROADBAND - SER C Communication Services 2,820.0 $137K 0.01% NEW $48.60 -39.1%
471 BP BP PLC SPONS ADR Energy 3,933.0 $137K 0.01% NEW $34.73 +12.6%
472 ADSK AUTODESK INC Technology 460.0 $136K 0.01% NEW $296.01 -34.5%
473 VOX VANGUARD COMMUNICATION SERVICE 702.0 $136K 0.01% NEW $193.63 -3.5%
474 SPG SIMON PROPERTY GROUP INC Real Estate 726.0 $134K 0.01% NEW $185.11 +14.2%
475 VV VANGUARD LARGE-CAP ETF 423.0 $133K 0.01% NEW $314.80 +9.6%
476 VST VISTRA CORP Utilities 816.0 $132K 0.01% NEW $161.33 +1.5%
477 IMCG ISHARES MORNINGSTAR MID-CAP 1,627.0 $130K 0.01% NEW $79.84 +21.5%
478 CCB COASTAL FINANCIAL CORP Financial Services 1,129.0 $129K 0.01% NEW $114.59 -37.5%
479 CCU CIA CERVECERIAS UNIDAS SPONS A Consumer Defensive 10,056.0 $128K 0.01% NEW $12.76 -11.6%
480 FCX FREEPORT-MCMORAN INC Basic Materials 2,480.0 $126K 0.01% NEW $50.79 +35.2%
Page 24 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%