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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 4 of 129  ·  2,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LNG CHENIERE ENERGY INC Energy 1,770,181.0 $502.3M 0.07% +36K +2.1% $283.76 -12.9%
62 DELL DELL TECHNOLOGIES INC Technology 2,977,014.0 $488.6M 0.07% +145K +5.1% $164.13 +46.3%
63 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,589,665.0 $488.5M 0.07% +26K +0.7% $136.09 -8.6%
64 ABNB AIRBNB INC Consumer Cyclical 3,802,878.0 $480.2M 0.06% +48K +1.3% $126.28 +6.6%
65 VST VISTRA CORP Utilities 3,147,942.0 $473.2M 0.06% +99K +3.2% $150.33 -10.4%
66 DVY ISHARES TR 3,106,667.0 $470.4M 0.06% +51K +1.7% $151.41 +0.6%
67 IAU ISHARES GOLD TR Financial Services 5,284,401.0 $465.9M 0.06% +745K +16.4% $88.16 -2.9%
68 FIX COMFORT SYS USA INC Industrials 329,098.0 $453.8M 0.06% +10K +3.2% $1378.99 +35.0%
69 CARR CARRIER GLOBAL CORPORATION Industrials 8,047,828.0 $453.2M 0.06% +97K +1.2% $56.31 +13.4%
70 PYPL PAYPAL HLDGS INC Financial Services 9,830,846.0 $444.6M 0.06% +144K +1.5% $45.23 -1.6%
71 HOOD ROBINHOOD MKTS INC Financial Services 6,281,478.0 $435.3M 0.06% +78K +1.2% $69.30 +10.2%
72 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,522,302.0 $432.8M 0.06% +482K +3.7% $32.01 +3.9%
73 NVS NOVARTIS AG Healthcare 2,786,228.0 $425.6M 0.06% +435K +18.5% $152.75 -2.1%
74 GRMN GARMIN LTD Technology 1,791,307.0 $415.6M 0.06% +72K +4.2% $232.01 -2.4%
75 NET CLOUDFLARE INC Technology 2,001,301.0 $412.9M 0.06% +30K +1.5% $206.34 -2.1%
76 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,032,960.0 $407.4M 0.05% +83K +1.7% $80.95 -5.7%
77 LITE LUMENTUM HLDGS INC Technology 577,899.0 $406.1M 0.05% +12K +2.0% $702.76 +26.4%
78 FITB FIFTH THIRD BANCORP Financial Services 8,614,756.0 $400.2M 0.05% +2.2M +33.5% $46.46 +3.2%
79 CVNA CARVANA CO Consumer Cyclical 1,213,055.0 $381.4M 0.05% +24K +2.0% $314.38 -78.8%
80 HSY HERSHEY CO Consumer Defensive 1,779,488.0 $369.9M 0.05% +183K +11.5% $207.89 -8.6%
Page 4 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%