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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 58 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AGGY WISDOMTREE YIELD ENHANCED US 200.0 $9K NEW $44.05 -1.0%
1142 LIFETIME BRANDS INC 2,190.0 $9K NEW $3.95
1143 BRBS BLUE RIDGE BANKSHARES INC Financial Services 2,000.0 $9K NEW $4.27 -21.5%
1144 QBTS D-WAVE QUANTUM INC Technology 325.0 $8K NEW $26.15 -5.6%
1145 NUE NUCOR CORP Basic Materials 52.0 $8K NEW $163.12 +49.5%
1146 AUB ATLANTIC UNION BANKSHARES CORP Financial Services 240.0 $8K NEW $35.30 +10.9%
1147 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 106.0 $8K NEW $79.67 +1.0%
1148 BCPC BALCHEM CORP Basic Materials 55.0 $8K NEW $153.36 +8.2%
1149 INVH INVITATION HOMES INC REIT Real Estate 300.0 $8K NEW $27.79 +2.2%
1150 STRL STERLING INFRASTRUCTURE INC Industrials 27.0 $8K NEW $306.22 +181.5%
1151 ACWI ISHARES MSCI ACWI ETF 58.0 $8K NEW $141.48 +11.5%
1152 NTRS NORTHERN TR CORP Financial Services 60.0 $8K NEW $136.58 +26.0%
1153 LUV SOUTHWEST AIRLINES CO Industrials 197.0 $8K NEW $41.33 +16.1%
1154 PWP PERELLA WEINBERG PARTNERS CL A Financial Services 470.0 $8K NEW $17.30 -8.4%
1155 CYTK CYTOKINETICS INC Healthcare 127.0 $8K NEW $63.54 +24.0%
1156 RRX REGAL REXNORD CORP Industrials 57.0 $8K NEW $140.32 +61.6%
1157 UFPI UFP INDUSTRIES INC Basic Materials 87.0 $8K NEW $91.05 -4.9%
1158 CIBR FIRST TRUST NASDAQ CYBERSECURI 110.0 $8K NEW $71.45 +18.3%
1159 NXP NUVEEN SEL TX-FR INC PORT Financial Services 556.0 $8K NEW $14.10 +1.3%
1160 APA APA CORP Energy 319.0 $8K NEW $24.46 +35.0%
Page 58 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%