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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 13 of 77  ·  1,527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HONEYWELL AEROSPACE INC 4,108.0 $908K 0.04% NEW $221.08
242 CDNS CADENCE DESIGN SYSTEMS INC Technology 2,389.0 $897K 0.04% -74.0 -3.0% $375.32 -15.7%
243 IDEV ISHARES CORE MSCI DEV MKTS 10,039.0 $894K 0.03% $89.01 +3.8%
244 SNPS SYNOPSYS INC Technology 1,991.0 $888K 0.03% -603.0 -23.2% $446.07 -9.3%
245 DGRW WISDOMTREE U.S. QUALITY DIVI E 9,170.0 $877K 0.03% -55.0 -0.6% $95.62 +3.6%
246 XLU SS UTILITIES SELECT SECTOR 19,263.0 $873K 0.03% -3K -13.1% $45.34 -2.9%
247 GLW CORNING INC Technology 3,413.0 $872K 0.03% $255.43 -37.4%
248 SPACE EXPLORATION TECHNOLOGIES 5,090.0 $870K 0.03% NEW $170.86
249 XLP SS CNSMER STPLS SLCT SECT SPDR 10,435.0 $867K 0.03% -3K -20.8% $83.07 +3.0%
250 XAR ST STRT SPDR S&P AROSPCE & DFN 3,025.0 $858K 0.03% $283.79 +2.3%
251 ASML ASML HOLDING N.V. ADR Technology 428.0 $851K 0.03% +21.0 +5.2% $1989.44 -9.4%
252 IGM ISHARES EXPANDED TECH SECTOR E 5,139.0 $841K 0.03% $163.58 -2.0%
253 DBC INVESCO DB COMMODITY INDEX TRA Financial Services 29,833.0 $795K 0.03% +5K +19.7% $26.66 +14.3%
254 AMAT APPLIED MATERIALS INC Technology 1,070.0 $774K 0.03% -72.0 -6.3% $723.00 -28.9%
255 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,066.0 $723K 0.03% -89.0 -4.1% $350.07 -2.5%
256 BND VANGUARD TOTAL BOND MARKET ETF 9,847.0 $723K 0.03% $73.41 -1.6%
257 LRCX LAM RESEARCH CORPORATION Technology 1,664.0 $721K 0.03% +141.0 +9.3% $433.33 -24.3%
258 AIQ GLOBAL X ART INTEL & TECH ETF 10,826.0 $710K 0.03% $65.61 -4.7%
259 SCZ ISHARES MSCI EAFE SMALL CAP ET 8,454.0 $696K 0.03% +1K +19.5% $82.27 +4.1%
260 NXPI NXP SEMICONDUCTORS Technology 2,431.0 $683K 0.03% -34.0 -1.4% $281.03 -18.7%
Page 13 of 77  ·  1,527 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%