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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 19 of 74  ·  1,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BSCR INVESCO BULLETSHARES 2027 CO 15,405.0 $302K 0.01% -1K -6.1% $19.62 +0.2%
362 BX BLACKSTONE INC Financial Services 2,625.0 $302K 0.01% +87.0 +3.4% $114.99 +7.6%
363 BSCU INVESCO BULLETSHARES 2030 CB 17,745.0 $297K 0.01% -800.0 -4.3% $16.72 -0.3%
364 BKNG BOOKING HOLDINGS INC Consumer Cyclical 70.0 $295K 0.01% +7.0 +11.1% $4210.33 -95.9%
365 HPE HEWLETT PACKARD ENTERPRISE COM Technology 12,344.0 $294K 0.01% $23.81 +99.1%
366 SPOT SPOTIFY TECHNOLOGY SA Communication Services 602.0 $292K 0.01% +11.0 +1.9% $484.91 -3.5%
367 UNILEVER PLC SPONS ADR 5,113.0 $291K 0.01% +168.0 +3.4% $56.97
368 IAT ISHARES US REGIONAL BANKS ETF 5,367.0 $289K 0.01% $53.84 +10.4%
369 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 481.0 $283K 0.01% $588.68 +3.5%
370 MU MICRON TECHNOLOGY INC Technology 838.0 $283K 0.01% -109.0 -11.5% $337.84 +235.7%
371 LIN LINDE PLC Basic Materials 571.0 $283K 0.01% -68.0 -10.6% $495.76 +3.3%
372 GEN GEN DIGITAL INC. Technology 14,795.0 $279K 0.01% +750.0 +5.3% $18.83 +28.4%
373 DVA DAVITA INC Healthcare 1,784.0 $274K 0.01% -144.0 -7.5% $153.69 +35.3%
374 CRBG COREBRIDGE FINANCIAL INC Financial Services 11,400.0 $272K 0.01% $23.86 +22.3%
375 AFL AFLAC INC Financial Services 2,450.0 $269K 0.01% -489.0 -16.6% $109.71 +5.3%
376 GPC GENUINE PARTS CO Consumer Cyclical 2,520.0 $266K 0.01% -123.0 -4.7% $105.75 +2.8%
377 PWR QUANTA SERVICES INCORPORATED Industrials 482.0 $265K 0.01% $549.02 +27.9%
378 IAK ISHARES U.S. INSURANCE ETF 2,038.0 $261K 0.01% $128.29 +4.8%
379 DEO DIAGEO PLC ADR Consumer Defensive 3,487.0 $260K 0.01% -353.0 -9.2% $74.45 +8.1%
380 EBAY EBAY INC COM Consumer Cyclical 2,812.0 $256K 0.01% +16.0 +0.6% $91.02 +18.9%
Page 19 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%