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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 44 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 COHR COHERENT CORP Technology 148.0 $27K 0.00% NEW $184.57 +111.1%
862 LNTH LANTHEUS HOLDINGS INC Healthcare 410.0 $27K 0.00% NEW $66.55 +56.1%
863 CHD CHURCH & DWIGHT INC Consumer Defensive 325.0 $27K 0.00% NEW $83.85 +14.0%
864 XYL XYLEM INC-W/I Industrials 200.0 $27K 0.00% NEW $136.18 -18.2%
865 OPLN OPENLANE, INC. Consumer Cyclical 909.0 $27K 0.00% NEW $29.78 +27.8%
866 SLVP ISHARES MSCI GLOBAL SILVER 787.0 $27K 0.00% NEW $34.27 -3.6%
867 LXP INDUSTRIAL TRUST REIT 540.0 $27K 0.00% NEW $49.58
868 NATL NCR ATLEOS CORP Technology 702.0 $27K 0.00% NEW $38.11 +14.5%
869 WT WISDOMTREE INC Financial Services 2,191.0 $27K 0.00% NEW $12.19 +50.2%
870 DVN DEVON ENERGY CORPORATION NEW Energy 728.0 $27K 0.00% NEW $36.63 +15.0%
871 TNL TRAVEL LEISURE CO Consumer Cyclical 378.0 $27K 0.00% NEW $70.53 +8.8%
872 FAPR FT VEST U.S. EQUITY BUFFER ETF 600.0 $27K 0.00% NEW $44.42 +5.0%
873 GKOS GLAUKOS CORP Healthcare 236.0 $27K 0.00% NEW $112.91 +15.7%
874 BURL BURLINGTON STORES INC Consumer Cyclical 92.0 $27K 0.00% NEW $288.85 +16.7%
875 CSTL CASTLE BIOSCIENCES INC Healthcare 678.0 $26K 0.00% NEW $38.90 -45.7%
876 WRBY WARBY PARKER INC CL A Healthcare 1,210.0 $26K 0.00% NEW $21.79 +19.1%
877 GSK GSK PLC SPONS ADR Healthcare 536.0 $26K 0.00% NEW $49.04 +3.3%
878 BZ KANZHUN LIMITED SPONS ADR Industrials 1,279.0 $26K 0.00% NEW $20.38 -32.8%
879 JBT MAREL CORPORATION 173.0 $26K 0.00% NEW $150.67
880 GPOR GULFPORT ENERGY CORP Energy 125.0 $26K 0.00% NEW $207.98 -22.7%
Page 44 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%