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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 16 of 74  ·  1,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TGT TARGET CORP Consumer Defensive 3,621.0 $439K 0.02% -260.0 -6.7% $121.20 +8.4%
302 KMB KIMBERLY CLARK CORP Consumer Defensive 4,515.0 $436K 0.02% $96.47 +6.6%
303 ENTERGY CORP 3,853.0 $433K 0.02% $112.36
304 BSCT INVESCO BULLETSHARES 2029 CB E 22,860.0 $427K 0.02% -275.0 -1.2% $18.66 -0.3%
305 GM GENERAL MOTORS CO Consumer Cyclical 5,700.0 $425K 0.02% -35.0 -0.6% $74.50 +7.5%
306 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 1,298.0 $425K 0.02% -19.0 -1.4% $327.07 +22.5%
307 SYK STRYKER CORP Healthcare 1,281.0 $421K 0.02% -44.0 -3.3% $328.59 -5.7%
308 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 7,188.0 $414K 0.02% -479.0 -6.2% $57.64 +4.2%
309 YUM YUM! BRANDS INC Consumer Cyclical 2,663.0 $414K 0.02% -21.0 -0.8% $155.48 -2.3%
310 PCAR PACCAR INC Industrials 3,580.0 $413K 0.02% -71.0 -1.9% $115.50 +4.2%
311 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 3,090.0 $405K 0.02% -69.0 -2.2% $130.95 +11.9%
312 SCHD SCHWAB US DVD EQUITY ETF 13,041.0 $400K 0.02% -1K -9.5% $30.68 +3.6%
313 CANADIAN PACIFIC KANSAS CITY 5,067.0 $399K 0.02% -446.0 -8.1% $78.66
314 SPTI STST SPDRPRTFLO INTRMDT TRMTRS 13,813.0 $396K 0.02% $28.66 -1.1%
315 EWX STATE STREET SPDR S&P EMERGI 5,984.0 $396K 0.02% $66.12 +14.9%
316 AMAT APPLIED MATERIALS INC Technology 1,142.0 $390K 0.02% -41.0 -3.5% $341.79 +84.0%
317 FNDF SCHWAB FUNDAMENTAL INTERNATI 7,973.0 $390K 0.02% +415.0 +5.5% $48.93 +10.6%
318 KDP KEURIG DR PEPPER INC Consumer Defensive 14,664.0 $386K 0.02% -232.0 -1.6% $26.33 +17.9%
319 FMX FOMENTO ECON MEXICANO SPONS AD Consumer Defensive 3,459.0 $384K 0.02% -85.0 -2.4% $111.06 +14.5%
320 SPDW STATE STREET SPDR PORTFOLIO 8,378.0 $382K 0.02% $45.65 +13.5%
Page 16 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%