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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 9 of 74  ·  1,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HON HONEYWELL INTERNATIONAL INC Industrials 9,999.0 $2.3M 0.09% -851.0 -7.8% $226.03 +1.1%
162 XLE SS ENERGY SELECT SECTOR 36,686.0 $2.2M 0.09% -2K -4.6% $61.26 -10.8%
163 ENB ENBRIDGE INCORPORATED Energy 41,195.0 $2.2M 0.09% +40K +2465.1% $54.14 +0.6%
164 FHN FIRST HORIZON CORP Financial Services 96,332.0 $2.2M 0.09% -6K -5.5% $22.76 +8.7%
165 HII HUNTINGTON INGALLS INDUSTRIES Industrials 5,703.0 $2.2M 0.09% -171.0 -2.9% $379.90 -21.9%
166 MMM 3M CO Industrials 14,343.0 $2.1M 0.09% +6K +79.0% $145.23 +9.6%
167 CENCORA, INC. 6,506.0 $2.0M 0.09% -4K -36.5% $314.14
168 BIV VANGUARD INTERMEDIATE-TERM BON 26,409.0 $2.0M 0.09% +973.0 +3.8% $77.18 -1.1%
169 IAU ISHARES GOLD TRUST Financial Services 23,011.0 $2.0M 0.09% -3K -10.9% $88.16 -9.7%
170 SHY ISHARES BARCLAYS 1-3 YEAR TR E 24,290.0 $2.0M 0.08% +773.0 +3.3% $82.57 -0.8%
171 AXP AMERICAN EXPRESS CO Financial Services 6,506.0 $2.0M 0.08% -252.0 -3.7% $302.48 +12.6%
172 EFV ISHARES MSCI EAFE VALUE ETF 24,463.0 $1.8M 0.08% $74.35 +3.3%
173 VONG VANGUARD RUSSELL 1000 GROWTH 16,578.0 $1.8M 0.08% +2K +17.5% $109.69 +14.3%
174 NDAQ NASDAQ INC Financial Services 20,992.0 $1.8M 0.07% -2K -7.5% $84.89 -1.9%
175 DVY ISHARES DJ SELECT DIVIDEND ETF 11,600.0 $1.8M 0.07% -2K -16.1% $151.41 +1.5%
176 ISRG INTUITIVE SURGICAL INC Healthcare 3,785.0 $1.7M 0.07% $460.99 -12.8%
177 MA MASTERCARD INC-A Financial Services 3,401.0 $1.7M 0.07% $499.66 -1.3%
178 JEPI JPMORGAN EQUITY PREMIUM INCO E 29,818.0 $1.7M 0.07% NEW $56.68 -1.2%
179 BALI ISHRS US LRG CP PRE INC ACT ET 54,555.0 $1.7M 0.07% NEW $30.81 +8.8%
180 AZO AUTOZONE INC Consumer Cyclical 495.0 $1.7M 0.07% $3377.78 -9.4%
Page 9 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%