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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $1.9B AUM 2,094 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New 377 Added 542 Reduced 97 Exited
Page 15 of 74  ·  1,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WELL WELLTOWER INC REIT Real Estate 2,619.0 $518K 0.02% -17.0 -0.6% $197.71 +4.5%
282 MCO MOODYS CORP Financial Services 1,183.0 $516K 0.02% -24.0 -2.0% $436.25 +3.3%
283 AIQ GLOBAL X ART INTEL & TECH ETF 10,826.0 $505K 0.02% +865.0 +8.7% $46.67 +42.5%
284 IGIB ISHARES 5-10Y INV GRADE CORP E 9,404.0 $500K 0.02% $53.22 -0.2%
285 EPP ISHARES MSCI PACIFIC EX-JAPAN 9,285.0 $493K 0.02% $53.14 +1.7%
286 NEBIUS GROUP N.V. CL A 4,683.0 $486K 0.02% +404.0 +9.4% $103.76
287 NXPI NXP SEMICONDUCTORS Technology 2,465.0 $485K 0.02% -79.0 -3.1% $196.86 +60.6%
288 SNX TD SYNNEX CORPORATION Technology 2,875.0 $485K 0.02% +300.0 +11.7% $168.71 +66.6%
289 SPTS STT STRT SPDR PRT SHRT TRM TRS 16,513.0 $482K 0.02% $29.18 -0.7%
290 BTI BRITISH AMERN TOB PLC SPONS AD Consumer Defensive 8,121.0 $475K 0.02% $58.47 +0.2%
291 VYMI VANGUARD INT HIGH DVD YLD IN 5,018.0 $473K 0.02% +1K +26.4% $94.24 +5.4%
292 MTB M & T BANK CORP Financial Services 2,285.0 $472K 0.02% -12.0 -0.5% $206.72 +9.6%
293 MRSH MARSH Financial Services 2,717.0 $471K 0.02% +1K +62.5% $173.45 -7.3%
294 ACGL ARCH CAPITAL GROUP LTD Financial Services 4,850.0 $466K 0.02% -378.0 -7.2% $95.99 -5.0%
295 GLW CORNING INC Technology 3,413.0 $464K 0.02% +32.0 +0.9% $135.97 +35.9%
296 EEM ISHARES MSCI EMERGING MKT ETF 8,093.0 $460K 0.02% $56.79 +24.3%
297 EW EDWARDS LIFESCIENCES CORP Healthcare 5,648.0 $452K 0.02% -1K -20.1% $80.08 +9.1%
298 CORPAY INC 1,538.0 $448K 0.02% -246.0 -13.8% $290.99
299 CI THE CIGNA GROUP Healthcare 1,663.0 $444K 0.02% -463.0 -21.8% $266.75 +5.8%
300 PLD PROLOGIS INC REIT Real Estate 3,355.0 $443K 0.02% -55.0 -1.6% $132.18 +6.0%
Page 15 of 74  ·  1,465 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 23.0%
Financial Services 22.0%
Healthcare 12.0%
Industrials 8.8%
Consumer Cyclical 8.8%
Communication Services 8.2%
Consumer Defensive 7.7%
Energy 3.9%
Utilities 3.6%
Real Estate 1.2%