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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 30 of 129  ·  2,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CHDN CHURCHILL DOWNS INC Consumer Cyclical 513,233.0 $46.1M 0.01% +15K +3.0% $89.83 -4.0%
582 CHWY CHEWY INC Consumer Cyclical 1,704,006.0 $46.0M 0.01% +56K +3.4% $27.00 -24.7%
583 KGS KODIAK GAS SVCS INC Energy 783,911.0 $45.7M 0.01% +23K +3.0% $58.32 +26.7%
584 ITRI ITRON INC Technology 509,967.0 $45.7M 0.01% +6K +1.2% $89.63 -9.3%
585 AWI ARMSTRONG WORLD INDS INC NEW Industrials 277,042.0 $45.7M 0.01% +3K +1.2% $164.80 -5.5%
586 NHI NATIONAL HEALTH INVS INC Real Estate 562,847.0 $45.5M 0.01% +12K +2.3% $80.86 -4.4%
587 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 894,473.0 $45.4M 0.01% +10K +1.1% $50.80 -9.6%
588 FLAGSTAR BANK NATIONAL ASSOC 3,448,707.0 $45.4M 0.01% +137K +4.1% $13.17
589 QBTS D-WAVE QUANTUM INC Technology 3,117,739.0 $45.0M 0.01% +280K +9.9% $14.43 +32.4%
590 OII OCEANEERING INTL INC Energy 1,267,928.0 $45.0M 0.01% +51K +4.2% $35.47 +8.3%
591 GAP GAP INC Consumer Cyclical 1,857,308.0 $44.9M 0.01% +66K +3.7% $24.20 -9.6%
592 INTERNATIONAL BANCSHARES COR 666,974.0 $44.9M 0.01% +21K +3.2% $67.29
593 SON SONOCO PRODS CO Consumer Cyclical 827,368.0 $44.8M 0.01% +40K +5.1% $54.09 -11.8%
594 RITM RITHM CAPITAL CORP Real Estate 4,716,144.0 $44.7M 0.01% +424K +9.9% $9.48 -2.3%
595 OUTFRONT MEDIA INC 1,682,898.0 $44.6M 0.01% +92K +5.8% $26.50
596 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 750,305.0 $44.5M 0.01% +21K +2.9% $59.27 -20.3%
597 BYD BOYD GAMING CORP Consumer Cyclical 538,101.0 $44.2M 0.01% +11K +2.1% $82.18 -4.1%
598 FNV FRANCO NEV CORP Basic Materials 178,077.0 $44.0M 0.01% +3K +1.8% $247.05 -8.3%
599 NUVL NUVALENT INC Healthcare 429,373.0 $44.0M 0.01% +19K +4.6% $102.45 +0.3%
600 MIR MIRION TECHNOLOGIES INC Industrials 2,366,237.0 $44.0M 0.01% +35K +1.5% $18.59 -0.6%
Page 30 of 129  ·  2,568 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%