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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 15 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DOX AMDOCS LTD ORD Technology 5,859.0 $472K 0.02% NEW $80.51 -35.6%
282 EPP ISHARES MSCI PACIFIC EX-JAPAN 9,285.0 $469K 0.02% NEW $50.47 +6.9%
283 ASML ASML HOLDING N.V. ADR Technology 437.0 $468K 0.02% NEW $1069.86 +78.8%
284 FISV FISERV INC Technology 6,950.0 $467K 0.02% NEW $67.17 -28.2%
285 GM GENERAL MOTORS CO Consumer Cyclical 5,735.0 $466K 0.02% NEW $81.32 -1.7%
286 SYK STRYKER CORP Healthcare 1,325.0 $466K 0.02% NEW $351.47 -11.7%
287 MTB M & T BANK CORP Financial Services 2,297.0 $463K 0.02% NEW $201.48 +12.1%
288 FMB FIRST TRUST MANAGED MUNICIPAL 9,000.0 $460K 0.02% NEW $51.13 +0.5%
289 BTI BRITISH AMERN TOB PLC SPONS AD Consumer Defensive 8,121.0 $460K 0.02% NEW $56.62 +3.5%
290 CVS CVS HEALTH CORP Healthcare 5,751.0 $456K 0.02% NEW $79.36 +24.2%
291 KMB KIMBERLY CLARK CORP Consumer Defensive 4,515.0 $456K 0.02% NEW $100.89 +1.8%
292 WBD WARNER BROS DISCOVERY INC CL A Communication Services 15,655.0 $451K 0.02% NEW $28.82 -8.3%
293 EEM ISHARES MSCI EMERGING MKT ETF 8,093.0 $443K 0.02% NEW $54.71 +29.5%
294 KLAC KLA CORP Technology 364.0 $442K 0.02% NEW $1215.08 -78.7%
295 SHOP SHOPIFY INC CL A Technology 2,737.0 $441K 0.02% NEW $160.97 -32.3%
296 CRWD CROWDSTRIKE HOLDINGS INC CL A Technology 935.0 $438K 0.02% NEW $468.76 +45.0%
297 BSCT INVESCO BULLETSHARES 2029 CB E 23,135.0 $436K 0.02% NEW $18.84 -1.2%
298 PLD PROLOGIS INC REIT Real Estate 3,410.0 $435K 0.02% NEW $127.66 +9.7%
299 UNM UNUM GROUP Financial Services 5,443.0 $422K 0.02% NEW $77.50 +16.1%
300 KDP KEURIG DR PEPPER INC Consumer Defensive 14,896.0 $417K 0.02% NEW $28.01 +10.4%
Page 15 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%