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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 49 of 77  ·  1,527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 WST WEST PHARMACEUTICAL SVCS INC Healthcare 55.0 $20K 0.00% $359.00 -1.6%
962 HNI HNI CORP Industrials 488.0 $20K 0.00% $40.41 +21.8%
963 YMM FULL TRUCK ALLIANCE CO LTD SPO Technology 2,404.0 $20K 0.00% -144.0 -5.7% $8.12 +8.0%
964 MLI MUELLER INDUSTRIES INC Industrials 158.0 $19K 0.00% NEW $122.93 -48.6%
965 SCCO SOUTHERN COPPER CORP Basic Materials 111.0 $19K 0.00% +1.0 +0.9% $174.26 +24.0%
966 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 123.0 $19K 0.00% +55.0 +80.9% $156.97 -8.4%
967 TRMB TRIMBLE INC Technology 377.0 $19K 0.00% -165.0 -30.4% $51.18 +17.7%
968 FPE FT-PREFERRED SECUR & INC ETF 1,079.0 $19K 0.00% $17.88 -1.2%
969 CNR CORE NATURAL RESOURCES INC Energy 240.0 $19K 0.00% -94.0 -28.1% $80.02 +18.9%
970 MKSI MKS INC Technology 43.0 $19K 0.00% NEW $444.79 -37.2%
971 ARCB ARCBEST CORP Industrials 133.0 $19K 0.00% -6.0 -4.3% $143.54 -2.2%
972 GBCI GLACIER BANCORP INC NEW Financial Services 367.0 $19K 0.00% -112.0 -23.4% $51.58 -8.4%
973 POST POST HOLDINGS INC Consumer Defensive 213.0 $19K 0.00% NEW $88.26 -8.8%
974 BIDU BAIDU INC SPONS ADR Communication Services 164.0 $19K 0.00% $114.29 -18.4%
975 EWZ ISHARES MSCI BRAZIL ETF 540.0 $19K 0.00% $34.50 +1.6%
976 DLTR DOLLAR TREE INC Consumer Defensive 151.0 $18K 0.00% $120.95 +8.7%
977 EQR EQUITY RESIDENTIAL PPTYS TR Real Estate 267.0 $18K 0.00% $67.93 -6.3%
978 PPLT ABRDN PHYSICAL PLATINUM SHARES Financial Services 1,280.0 $18K 0.00% +1K +900.0% $14.13 +20.5%
979 MIDD MIDDLEBY CORP Industrials 104.0 $18K 0.00% $172.01 -32.9%
980 SMITHFIELD FOODS INC 736.0 $18K 0.00% NEW $24.26
Page 49 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 25.5%
Financial Services 23.9%
Healthcare 11.8%
Industrials 8.8%
Consumer Cyclical 8.7%
Consumer Defensive 7.4%
Communication Services 5.3%
Utilities 3.6%
Energy 3.1%
Real Estate 1.1%