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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 2 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 8,688,907.0 $4.34B 0.57% -56K -0.6% $499.66 -1.9%
22 GUNR FLEXSHARES TR 76,877,898.0 $4.24B 0.56% +10.9M +16.5% $55.16 -1.2%
23 CVX CHEVRON CORPORATION Energy 20,277,273.0 $4.20B 0.56% -514K -2.5% $206.90 -9.8%
24 NFLX NETFLIX INC. Communication Services 42,640,707.0 $4.10B 0.54% -805K -1.9% $96.15 -9.6%
25 CAT CATERPILLAR INC Industrials 5,678,795.0 $4.02B 0.53% -172K -3.0% $708.46 +25.4%
26 PG PROCTER & GAMBLE CO Consumer Defensive 27,110,576.0 $3.92B 0.52% -547K -2.0% $144.44 -1.2%
27 HD HOME DEPOT INC Consumer Cyclical 11,339,555.0 $3.73B 0.49% -123K -1.1% $328.89 -7.5%
28 CSCO CISCO SYS INC Technology 47,361,518.0 $3.67B 0.49% $77.59 +48.9%
29 MU MICRON TECHNOLOGY INC Technology 10,399,487.0 $3.51B 0.46% -255K -2.4% $337.84 +129.7%
30 VEA VANGUARD TAX-MANAGED FDS 53,670,869.0 $3.44B 0.46% +1.7M +3.3% $64.08 +7.8%
31 AMD ADVANCED MICRO DEVICES INC Technology 16,427,217.0 $3.34B 0.44% -184K -1.1% $203.43 +108.5%
32 MRK MERCK & CO INC Healthcare 27,090,023.0 $3.26B 0.43% -145K -0.5% $120.29 -5.7%
33 VTI VANGUARD INDEX FDS 9,715,051.0 $3.12B 0.41% $320.81 +13.1%
34 BAC BANK AMERICA CORP Financial Services 63,136,722.0 $3.08B 0.41% -1.4M -2.2% $48.75 +2.1%
35 KO COCA COLA CO Consumer Defensive 40,244,508.0 $3.06B 0.41% -238K -0.6% $76.05 +5.8%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 20,901,773.0 $3.06B 0.40% +139K +0.7% $146.28 -8.6%
37 LRCX LAM RESEARCH CORP Technology 14,189,351.0 $3.03B 0.40% -247K -1.7% $213.66 +40.0%
38 AMAT APPLIED MATLS INC Technology 8,788,352.0 $3.00B 0.40% -210K -2.3% $341.79 +27.7%
39 ITW ILLINOIS TOOL WKS INC Industrials 11,201,579.0 $2.92B 0.39% -182K -1.6% $260.29 -3.7%
40 GE GE AEROSPACE Industrials 10,265,761.0 $2.91B 0.39% +160K +1.6% $283.77 +2.7%
Page 2 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%