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Portfolio (Quarterly) Guide ↗

NORTHERN TRUST CORP

· CIK 0000073124
13F Portfolio $756.6B AUM 19,864 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 2568 Added 1041 Reduced 184 Exited
Page 7 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EBAY EBAY INC. Consumer Cyclical 6,561,686.0 $597.2M 0.08% -81K -1.2% $91.02 +24.4%
122 TGT TARGET CORP Consumer Defensive 4,873,174.0 $590.6M 0.08% -54K -1.1% $121.20 +1.6%
123 CAH CARDINAL HEALTH INC Healthcare 2,794,307.0 $590.5M 0.08% -61K -2.1% $211.31 -7.6%
124 VMC VULCAN MATLS CO Basic Materials 2,157,873.0 $587.6M 0.08% -17K -0.8% $272.30 +1.0%
125 TFC TRUIST FINL CORP Financial Services 12,684,088.0 $583.1M 0.08% -373K -2.9% $45.97 +2.5%
126 CRH PLC 5,519,285.0 $580.2M 0.08% -47K -0.8% $105.12
127 AZO AUTOZONE INC Consumer Cyclical 168,831.0 $570.3M 0.07% -12K -6.6% $3377.78 -1.7%
128 KKR KKR & CO INC Financial Services 5,949,141.0 $550.3M 0.07% -33K -0.6% $92.50 +7.6%
129 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,947,143.0 $549.8M 0.07% -71K -3.5% $282.37 +28.0%
130 TDG TRANSDIGM GROUP INC Industrials 455,844.0 $528.3M 0.07% -4K -1.0% $1158.96 +1.7%
131 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,492,677.0 $515.2M 0.07% -19K -1.3% $345.15 -10.9%
132 IDXX IDEXX LABS INC Healthcare 911,893.0 $512.4M 0.07% -11K -1.2% $561.89 -5.2%
133 FORTINET INC 6,221,836.0 $508.4M 0.07% -144K -2.3% $81.72
134 AMP AMERIPRISE FINL INC Financial Services 1,126,596.0 $500.7M 0.07% -86K -7.1% $444.40 +5.8%
135 DASH DOORDASH INC Communication Services 3,235,947.0 $485.9M 0.06% -67K -2.0% $150.15 +2.4%
136 APOS APOLLO GLOBAL MGMT INC Financial Services 4,230,017.0 $471.3M 0.06% -219K -4.9% $111.42 -76.8%
137 TER TERADYNE INC Technology 1,574,900.0 $466.9M 0.06% -35K -2.2% $296.46 +20.3%
138 EW EDWARDS LIFESCIENCES CORP Healthcare 5,824,369.0 $466.4M 0.06% -56K -0.9% $80.08 +1.6%
139 VGSH VANGUARD SCOTTSDALE FDS 7,965,601.0 $466.3M 0.06% -460K -5.5% $58.54 -0.6%
140 CBRE CBRE GROUP INC Real Estate 3,441,635.0 $466.2M 0.06% -246K -6.7% $135.46 -4.1%
Page 7 of 53  ·  1,041 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 31.3%
Financial Services 13.2%
Healthcare 9.9%
Communication Services 9.6%
Consumer Cyclical 9.5%
Industrials 9.4%
Consumer Defensive 5.0%
Energy 4.2%
Real Estate 2.9%
Utilities 2.7%