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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 15 of 77  ·  1,527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TEL TE CONNECTIVITY PLC Technology 2,776.0 $560K 0.02% +177.0 +6.8% $201.61 +1.0%
282 DVYE ISHARES EMERGING MARKETS DIV 17,095.0 $551K 0.02% NEW $32.23 +7.6%
283 HPE HEWLETT PACKARD ENTERPRISE COM Technology 12,164.0 $549K 0.02% -180.0 -1.5% $45.11 +17.8%
284 AMD ADVANCED MICRO DEVICES INC Technology 943.0 $548K 0.02% +109.0 +13.1% $580.91 -19.7%
285 EMB ISHARES JP MORGAN USD EM BOND 5,642.0 $544K 0.02% +5K +1053.8% $96.44 -1.4%
286 FDX FEDEX CORPORATION Industrials 1,718.0 $538K 0.02% -18.0 -1.0% $313.13 +4.9%
287 IGV ISHARES EXPANDED TECH-SOFTWARE 5,914.0 $536K 0.02% +2K +41.1% $90.60 +13.5%
288 MCO MOODYS CORP Financial Services 1,181.0 $535K 0.02% $452.92 +9.7%
289 VYMI VANGUARD INT HIGH DVD YLD IN 5,419.0 $532K 0.02% +401.0 +8.0% $98.20 +6.3%
290 SYK STRYKER CORP Healthcare 1,684.0 $530K 0.02% +403.0 +31.5% $314.84 +8.0%
291 SNDK SANDISK CORP Technology 232.0 $528K 0.02% +227.0 +4540.0% $2273.73 -31.0%
292 WTW WILLIS TOWERS WATSON PLC Financial Services 2,011.0 $526K 0.02% -276.0 -12.1% $261.37 +28.3%
293 KDP KEURIG DR PEPPER INC Consumer Defensive 15,866.0 $519K 0.02% +1K +8.2% $32.73 -5.1%
294 MDT MEDTRONIC PLC Healthcare 6,609.0 $517K 0.02% -515.0 -7.2% $78.23 +20.3%
295 RACE FERRARI NV Consumer Cyclical 1,366.0 $509K 0.02% -330.0 -19.5% $372.29 +14.2%
296 BSCT INVESCO BULLETSHARES 2029 CB E 27,310.0 $507K 0.02% +4K +19.5% $18.57 +0.1%
297 BTI BRITISH AMERN TOB PLC SPONS AD Consumer Defensive 8,121.0 $502K 0.02% $61.76 -9.4%
298 XLC STST CMMNCN SRVCS SLCT SCTR SP 4,638.0 $497K 0.02% -3K -38.9% $107.13 +3.9%
299 KMB KIMBERLY CLARK CORP Consumer Defensive 4,515.0 $496K 0.02% $109.77 +0.1%
300 EPP ISHARES MSCI PACIFIC EX-JAPAN 9,285.0 $495K 0.02% $53.26 +8.3%
Page 15 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%