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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 5 of 129  ·  2,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLD SPDR GOLD TR Financial Services 830,304.0 $357.3M 0.05% +82K +10.9% $430.29 -3.0%
82 COHR COHERENT CORP Technology 1,478,429.0 $352.2M 0.05% +181K +13.9% $238.21 +52.3%
83 FANG DIAMONDBACK ENERGY INC Energy 1,768,912.0 $349.9M 0.05% +36K +2.1% $197.79 +2.9%
84 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,484,136.0 $342.7M 0.04% +198K +15.4% $230.89 -5.7%
85 COIN COINBASE GLOBAL INC Financial Services 1,950,690.0 $340.6M 0.04% +30K +1.6% $174.61 +8.5%
86 HAL HALLIBURTON CO Energy 8,733,445.0 $340.5M 0.04% +89K +1.0% $38.99 +7.1%
87 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,541,555.0 $340.0M 0.04% +36K +0.7% $61.35 -23.2%
88 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,725,404.0 $337.1M 0.04% +26K +1.5% $195.40 +4.0%
89 DDOG DATADOG INC Technology 2,819,865.0 $332.9M 0.04% +65K +2.4% $118.05 +76.2%
90 CCL CARNIVAL CORP Consumer Cyclical 12,828,106.0 $332.0M 0.04% +194K +1.5% $25.88 -3.7%
91 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,687,096.0 $330.7M 0.04% +206K +13.9% $196.04 -0.1%
92 TSN TYSON FOODS INC Consumer Defensive 5,130,817.0 $328.7M 0.04% +529K +11.5% $64.07 +2.7%
93 AXON AXON ENTERPRISE INC Industrials 764,804.0 $324.8M 0.04% +22K +2.9% $424.69 -6.0%
94 KDP KEURIG DR PEPPER INC Consumer Defensive 12,167,331.0 $320.4M 0.04% +120K +1.0% $26.33 +9.9%
95 BUNGE GLOBAL SA 2,475,046.0 $314.8M 0.04% +108K +4.6% $127.20
96 WAT WATERS CORP Healthcare 1,042,394.0 $310.4M 0.04% +358K +52.3% $297.80 +10.6%
97 SHEL SHELL PLC Energy 3,323,896.0 $309.1M 0.04% +55K +1.7% $93.00 -8.2%
98 BE BLOOM ENERGY CORP Industrials 2,229,887.0 $302.1M 0.04% +187K +9.2% $135.49 +90.9%
99 DVN DEVON ENERGY CORP NEW Energy 6,002,224.0 $302.0M 0.04% +58K +1.0% $50.32 -1.6%
100 VLTO VERALTO CORP Industrials 3,396,963.0 $300.4M 0.04% +223K +7.0% $88.42 -4.1%
Page 5 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%