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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 11 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 O REALTY INCOME CORP Real Estate 11,485,224.0 $702.7M 0.09% $61.18 +1.3%
202 UPS UNITED PARCEL SVCS INC Industrials 7,106,062.0 $699.1M 0.09% -130K -1.8% $98.38 +0.0%
203 CENCORA INC 2,182,675.0 $685.7M 0.09% -41K -1.9% $314.14
204 HYGV FLEXSHARES TR 17,100,663.0 $685.1M 0.09% -1.3M -7.0% $40.06 -0.2%
205 MRVL MARVELL TECHNOLOGY INC Technology 6,868,466.0 $680.3M 0.09% +70K +1.0% $99.05 +84.3%
206 GWW WW GRAINGER INC Industrials 619,348.0 $675.6M 0.09% -10K -1.7% $1090.81 +17.7%
207 GM GENERAL MTRS CO Consumer Cyclical 9,031,402.0 $672.8M 0.09% -174K -1.9% $74.50 +4.4%
208 AON AON PLC Financial Services 2,082,105.0 $672.1M 0.09% -18K -0.8% $322.78 -1.7%
209 PSX PHILLIPS 66 Energy 3,676,074.0 $669.7M 0.09% -40K -1.1% $182.18 -5.9%
210 IGIB ISHARES TR 12,321,025.0 $655.7M 0.09% +711K +6.1% $53.22 -0.9%
211 ZTS ZOETIS INC Healthcare 5,546,057.0 $655.6M 0.09% -203K -3.5% $118.21 -36.1%
212 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,061,192.0 $654.5M 0.09% -14K -1.3% $616.76 +6.9%
213 DFAS DIMENSIONAL ETF TRUST 9,193,715.0 $653.9M 0.09% +1.1M +13.5% $71.13 +6.3%
214 NKE NIKE INC Consumer Cyclical 12,368,667.0 $653.3M 0.09% -544K -4.2% $52.82 -20.4%
215 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,373,618.0 $653.2M 0.09% -40K -1.7% $275.18 -3.6%
216 ALL ALLSTATE CORP Financial Services 3,138,461.0 $650.7M 0.09% $207.34 +4.8%
217 CTAS CINTAS CORP Industrials 3,831,649.0 $648.1M 0.09% -24K -0.6% $169.14 -1.9%
218 SRE SEMPRA Utilities 6,614,733.0 $642.8M 0.09% $97.17 -4.4%
219 FAST FASTENAL CO Industrials 13,768,837.0 $638.9M 0.08% +298K +2.2% $46.40 -5.2%
220 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,158,025.0 $631.8M 0.08% -73K -3.3% $292.75 +35.5%
Page 11 of 220  ·  4,396 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%