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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $2.2B AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1482 New
Page 8 of 75  ·  1,482 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IEFA ISHARES CORE MSCI EAFE ETF 34,022.0 $3.0M 0.14% NEW $89.46 +8.2%
142 AEM AGNICO EAGLE MINES LTD Basic Materials 17,104.0 $2.9M 0.13% NEW $169.53 +2.0%
143 COP CONOCOPHILLIPS Energy 30,780.0 $2.9M 0.13% NEW $93.61 +18.8%
144 SBUX STARBUCKS CORP Consumer Cyclical 33,910.0 $2.9M 0.13% NEW $84.21 +18.5%
145 BLK BLACKROCK INC Financial Services 2,655.0 $2.8M 0.13% NEW $1070.34 -1.2%
146 ESGU ISHARES TRUST ISHARES ESG AWAR 19,058.0 $2.8M 0.13% NEW $148.98 +8.5%
147 XLI STE ST INDUSTRIAL SLCT SCTR SP 18,303.0 $2.8M 0.13% NEW $155.12 +15.8%
148 LOW LOWES COS INC Consumer Cyclical 11,306.0 $2.7M 0.12% NEW $241.16 -9.9%
149 EA ELECTRONIC ARTS INC Communication Services 13,118.0 $2.7M 0.12% NEW $204.33 -0.6%
150 NEM NEWMONT CORP Basic Materials 26,295.0 $2.6M 0.12% NEW $99.85 +5.8%
151 GD GENERAL DYNAMICS CORP Industrials 7,764.0 $2.6M 0.12% NEW $336.66 +7.8%
152 TSM TAIWAN SEMICONDUCTOR SPONS ADR Technology 8,328.0 $2.5M 0.11% NEW $303.89 +42.2%
153 AEP AMERICAN ELEC PWR INC Utilities 21,772.0 $2.5M 0.11% NEW $115.31 +11.2%
154 AXP AMERICAN EXPRESS CO Financial Services 6,758.0 $2.5M 0.11% NEW $369.95 -7.9%
155 FHN FIRST HORIZON CORP Financial Services 101,964.0 $2.4M 0.11% NEW $23.90 +3.5%
156 FMHI FIRST TRUST MUNICIPAL HIGH INC 49,500.0 $2.4M 0.11% NEW $47.93 +0.7%
157 VWO VANGUARD FTSE EMERGING MARKETS 42,661.0 $2.3M 0.10% NEW $53.76 +11.3%
158 NEE NEXTERA ENERGY INC Utilities 28,062.0 $2.3M 0.10% NEW $80.28 +6.8%
159 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 12,631.0 $2.2M 0.10% NEW $177.75 -26.5%
160 SPLV INVESCO S&P 500 LOW VOLATILITY 31,149.0 $2.2M 0.10% NEW $71.42 +2.6%
Page 8 of 75  ·  1,482 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 25.6%
Financial Services 23.5%
Healthcare 10.9%
Consumer Cyclical 9.2%
Communication Services 8.8%
Industrials 8.1%
Consumer Defensive 6.6%
Utilities 3.1%
Energy 2.6%
Real Estate 0.9%