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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 74 of 74  ·  1,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 BAND BANDWIDTH INC CL A Technology 1.0 $18.0 $18.00 +187.7%
1462 VIA VIA TRANSPORTATION INC CL A Technology 1.0 $15.0 -211.0 -99.5% $15.00 -0.1%
1463 TTGT TECHTARGET INC Communication Services 3.0 $12.0 $4.00 -8.0%
1464 ALT ALTIMMUNE INC Healthcare 3.0 $9.0 $3.00 -12.7%
1465 CANOPY GROWTH CORP 4.0 $4.0 $1.00
Page 74 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%