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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $2.6B AUM 2,120 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 141 New 399 Added 528 Reduced 79 Exited
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PTY PIMCO CORPORATE & INCOME OPP Financial Services 100.0 $1K NEW $12.03 -3.0%
122 PRLB PROTO LABS INC Industrials 14.0 $1K NEW $81.50 +4.1%
123 EMD WESTERN ASSET EMERGING MERKE Financial Services 100.0 $1K NEW $10.74 -1.1%
124 VLT INVESCO HIGH INCOME TRUST II Financial Services 100.0 $1K NEW $10.40 -3.9%
125 MZTI THE MARZETTI COMPANY Consumer Defensive 9.0 $1K NEW $114.11 +1.3%
126 ENVIRI CORPORATION 46.0 $1K NEW $21.96
127 FRVO FERVO ENERGY CO CL A 33.0 $965.0 NEW $29.24 -38.5%
128 CRT CROSS TIMBERS ROYALTY TRUST Energy 100.0 $904.0 NEW $9.04 +17.0%
129 CORT CORCEPT THERAPEUTICS INC Healthcare 10.0 $870.0 NEW $87.00 +35.7%
130 ECC EAGLE POINT CREDIT COMPANY Financial Services 200.0 $744.0 NEW $3.72 +1.6%
131 VERSIGENT LTD 17.0 $714.0 NEW $42.00
132 AB ALLIANCEBERNSTEIN HOLDING LP Financial Services 20.0 $704.0 NEW $35.20 +2.8%
133 ZTR VIRTUS TOTAL RETURN FUND INC Financial Services 100.0 $683.0 NEW $6.83 -1.0%
134 GTX GARRETT MOTION INC Consumer Cyclical 17.0 $616.0 NEW $36.24 -23.0%
135 PCM PCM FUND INC Financial Services 100.0 $558.0 NEW $5.58 -2.2%
136 RWT REDWOOD TRUST INC REIT Real Estate 100.0 $474.0 NEW $4.74 -0.2%
137 HRZN HORIZON TECHNOLOGY FINANCE COR Financial Services 100.0 $473.0 NEW $4.73 +6.8%
138 EARN ELLINGTON RESIDENTIAL MORTGAGE Financial Services 100.0 $442.0 NEW $4.42 -0.9%
139 ABRDN ASIA-PACIFIC INCOME FUND 12.0 $177.0 NEW $14.75
140 BMI BADGER METER INC Technology 1.0 $148.0 NEW $148.00 -14.9%
Page 7 of 8  ·  141 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 24.9%
Financial Services 23.4%
Healthcare 11.6%
Industrials 8.6%
Consumer Cyclical 8.5%
Communication Services 7.6%
Consumer Defensive 7.3%
Utilities 3.5%
Energy 3.1%
Real Estate 1.1%