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Portfolio (Quarterly) Guide ↗

FIRST HORIZON CORP

· CIK 0000036966
13F Portfolio $2.6B AUM 2,120 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 141 New 399 Added 528 Reduced 79 Exited
Page 50 of 77  ·  1,527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 EVTC EVERTEC INC Technology 642.0 $18K 0.00% $27.78 +7.6%
982 AMN AMN HEALTHCARE SVCS INC Healthcare 550.0 $18K 0.00% NEW $32.37 +6.5%
983 PRAXIS PRECISION MEDICINES INC 53.0 $18K 0.00% +5.0 +10.4% $334.79
984 KRMN KARMAN HOLDINGS INC Industrials 350.0 $17K 0.00% +100.0 +40.0% $49.92 +7.0%
985 RKT ROCKET COS INC CL A Financial Services 1,104.0 $17K 0.00% -1K -50.3% $15.75 -11.6%
986 AXON AXON ENTERPRISE INC Industrials 31.0 $17K 0.00% -2.0 -6.1% $560.61 +12.0%
987 KBH KB HOME Consumer Cyclical 277.0 $17K 0.00% -45.0 -14.0% $62.59 -11.5%
988 EQT EQT CORPORATION Energy 325.0 $17K 0.00% +46.0 +16.5% $53.17 +1.0%
989 VRSK VERISK ANALYTICS INC Industrials 96.0 $17K 0.00% -36.0 -27.3% $179.53 +4.4%
990 LFST LIFESTANCE HEALTH GROUP INC Healthcare 1,602.0 $17K 0.00% +1K +176.2% $10.71 +16.4%
991 PBJ INVESCO FOOD & BEVERAGE ETF 364.0 $17K 0.00% $47.13 +3.2%
992 ALKT ALKAMI TECHNOLOGY INC Technology 946.0 $17K 0.00% +20.0 +2.2% $18.12 +12.5%
993 RYANAIR HOLDINGS PLC SPONS ADR 264.0 $17K 0.00% $64.75
994 LGN LEGENCE CORP CL A Industrials 200.0 $17K 0.00% -26.0 -11.5% $85.23 -30.3%
995 AAL AMERICAN AIRLINES GROUP INC Industrials 931.0 $17K 0.00% -13.0 -1.4% $18.07 -23.5%
996 RVMD REVOLUTION MEDICINES INC Healthcare 89.0 $17K 0.00% $187.28 +11.8%
997 FCNCA FIRST CITIZENS BANCSHARES INC Financial Services 8.0 $17K 0.00% $2080.75 +4.9%
998 AA ALCOA CORP Basic Materials 318.0 $17K 0.00% +304.0 +2171.4% $52.14 -0.6%
999 HQY HEALTHEQUITY INC Healthcare 183.0 $17K 0.00% -11.0 -5.7% $90.32 +16.7%
1000 TLK TELEKOMUNIKASI INDONESIA SPONS Communication Services 1,228.0 $16K 0.00% -116.0 -8.6% $13.43 +11.6%
Page 50 of 77  ·  1,527 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 25.5%
Financial Services 23.9%
Healthcare 11.8%
Industrials 8.8%
Consumer Cyclical 8.7%
Consumer Defensive 7.4%
Communication Services 5.3%
Utilities 3.6%
Energy 3.1%
Real Estate 1.1%