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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 9 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FERG FERGUSON ENTERPRISES INC Industrials 1,638,019.0 $382.1M 0.05% -64K -3.8% $233.26 -0.5%
162 CBOE CBOE GLOBAL MKTS INC Financial Services 1,330,890.0 $374.1M 0.05% -71K -5.1% $281.07 +29.2%
163 EQR EQUITY RESIDENTIAL Real Estate 6,306,726.0 $373.0M 0.05% -127K -2.0% $59.15 +9.9%
164 MSCI MSCI INC Financial Services 687,009.0 $370.3M 0.05% -10K -1.4% $539.01 +5.7%
165 IWV ISHARES TR 998,905.0 $370.3M 0.05% -21K -2.0% $370.68 +12.8%
166 PAYX PAYCHEX INC Industrials 3,996,797.0 $368.2M 0.05% -339K -7.8% $92.12 -3.6%
167 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,667,702.0 $366.2M 0.05% -121K -2.1% $64.61 +50.2%
168 NXPI NXP SEMICONDUCTORS N V Technology 1,837,607.0 $361.8M 0.05% -45K -2.4% $196.86 +49.4%
169 TLTD FLEXSHARES TR 3,848,366.0 $361.7M 0.05% -46K -1.2% $93.99 +5.7%
170 EQT EQT CORP Energy 5,668,393.0 $360.7M 0.05% -104K -1.8% $63.64 -11.1%
171 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,736,688.0 $360.5M 0.05% -52K -1.4% $96.47 +0.2%
172 SYY SYSCO CORP Consumer Defensive 5,048,532.0 $360.1M 0.05% -179K -3.4% $71.33 +2.4%
173 EME EMCOR GROUP INC Industrials 485,832.0 $358.7M 0.05% -14K -2.9% $738.31 +26.0%
174 MLM MARTIN MARIETTA MATLS INC Basic Materials 586,501.0 $345.3M 0.05% -13K -2.2% $588.68 -2.3%
175 VT VANGUARD INTL EQUITY INDEX F 2,485,624.0 $343.8M 0.04% -36K -1.4% $138.32 +11.0%
176 SYF SYNCHRONY FINANCIAL Financial Services 5,007,461.0 $340.6M 0.04% -82K -1.6% $68.02 +4.8%
177 KVUE KENVUE INC Consumer Defensive 19,317,380.0 $333.0M 0.04% -103K -0.5% $17.24 -0.3%
178 DAL DELTA AIR LINES INC Industrials 4,976,188.0 $330.8M 0.04% -40K -0.8% $66.48 +7.6%
179 PDD PDD HOLDINGS INC Consumer Cyclical 3,161,546.0 $323.0M 0.04% -28K -0.9% $102.18 -6.5%
180 PCG PG&E CORP Utilities 18,213,228.0 $320.0M 0.04% -535K -2.9% $17.57 -4.3%
Page 9 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%