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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 8 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUK DUKE ENERGY CORP NEW Utilities 7,362,197.0 $964.0M 0.13% $130.94 -5.1%
142 APP APPLOVIN CORP Technology 2,407,191.0 $958.1M 0.13% $398.00 +25.9%
143 SO SOUTHERN CO Utilities 9,827,426.0 $948.5M 0.12% $96.52 -2.9%
144 IWB ISHARES TR 2,658,525.0 $947.9M 0.12% -33K -1.2% $356.56 +12.9%
145 SPG SIMON PPTY GROUP INC NEW Real Estate 5,002,392.0 $933.1M 0.12% -59K -1.2% $186.53 +8.7%
146 CMI CUMMINS INC Industrials 1,722,109.0 $926.5M 0.12% +20K +1.2% $538.02 +33.2%
147 AMT AMERICAN TOWER CORP Real Estate 5,339,734.0 $921.5M 0.12% $172.58 -1.1%
148 CRWD CROWDSTRIKE HLDGS INC Technology 2,349,671.0 $917.3M 0.12% +31K +1.4% $390.41 +48.5%
149 BSV VANGUARD BD INDEX FDS 11,574,338.0 $907.5M 0.12% +171K +1.5% $78.41 -0.8%
150 PNC PNC FINL SVCS GROUP INC Financial Services 4,345,760.0 $904.3M 0.12% +99K +2.3% $208.09 +2.6%
151 VRT VERTIV HOLDINGS CO Industrials 3,586,953.0 $898.8M 0.12% +775K +27.6% $250.58 +50.1%
152 WM WASTE MGMT INC DEL Industrials 3,908,938.0 $898.2M 0.12% +47K +1.2% $229.79 -4.8%
153 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,066,024.0 $890.6M 0.12% $290.49 +1.7%
154 TRV TRAVELERS COMPANIES INC Financial Services 3,027,393.0 $883.0M 0.12% -80K -2.6% $291.68 +2.3%
155 FCX FREEPORT MCMORAN INC Basic Materials 14,984,863.0 $880.8M 0.12% +99K +0.7% $58.78 +12.5%
156 QDF FLEXSHARES TR 11,131,049.0 $880.4M 0.12% -121K -1.1% $79.09 +10.7%
157 USB US BANCORP Financial Services 16,923,237.0 $880.2M 0.12% +603K +3.7% $52.01 +2.7%
158 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 12,092,045.0 $879.0M 0.12% +660K +5.8% $72.69 +10.6%
159 CEG CONSTELLATION ENERGY CORP Utilities 3,097,206.0 $864.9M 0.11% +44K +1.4% $279.25 -4.3%
160 MRSH MARSH & MCLENNAN COS INC Financial Services 4,965,079.0 $861.2M 0.11% -332K -6.3% $173.45 -7.7%
Page 8 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%