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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 62 of 129  ·  2,568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CNOB CONNECTONE BANCORP INC Financial Services 415,448.0 $11.1M 0.00% +14K +3.6% $26.77 +11.2%
1222 RCI ROGERS COMMUNICATIONS INC Communication Services 289,171.0 $11.1M 0.00% +5K +1.8% $38.45 -6.0%
1223 SAFT SAFETY INS GROUP INC Financial Services 152,646.0 $11.1M 0.00% +7K +5.0% $72.64 +0.3%
1224 CMPR CIMPRESS PLC Communication Services 151,702.0 $11.1M 0.00% +4K +2.4% $73.00 +30.4%
1225 SMMT SUMMIT THERAPEUTICS INC Healthcare 581,600.0 $11.0M 0.00% +53K +10.1% $18.96 -5.6%
1226 WS WORTHINGTON STL INC Basic Materials 363,186.0 $11.0M 0.00% +11K +3.2% $30.35 +29.0%
1227 CVI CVR ENERGY INC Energy 326,799.0 $11.0M 0.00% +7K +2.3% $33.65 -5.4%
1228 DEA EASTERLY GOVT PPTYS INC Real Estate 511,621.0 $11.0M 0.00% +33K +6.8% $21.43 +11.4%
1229 PZZA PAPA JOHNS INTL INC Consumer Cyclical 338,198.0 $11.0M 0.00% +20K +6.4% $32.41 -0.2%
1230 TRS TRIMAS CORP Consumer Cyclical 304,574.0 $10.9M 0.00% +12K +4.2% $35.94 +9.1%
1231 ORC ORCHID IS CAP INC Real Estate 1,546,520.0 $10.9M 0.00% +273K +21.4% $7.03 -2.8%
1232 UPBOUND GROUP INC 602,160.0 $10.9M 0.00% +7K +1.2% $18.05
1233 RCAT RED CAT HLDGS INC Technology 828,964.0 $10.9M 0.00% +53K +6.8% $13.09 -31.7%
1234 ALGT ALLEGIANT TRAVEL CO Industrials 133,461.0 $10.8M 0.00% +5K +3.8% $81.04 +0.4%
1235 TMP TOMPKINS FINL CORP Financial Services 137,163.0 $10.8M 0.00% +4K +3.4% $78.84 +8.4%
1236 IQDY FLEXSHARES TR 284,445.0 $10.8M 0.00% +2K +0.6% $37.91 +10.7%
1237 PMT PENNYMAC MTG INVT TR Real Estate 924,203.0 $10.8M 0.00% +35K +3.9% $11.66 -9.9%
1238 ASTRANA HEALTH INC 438,163.0 $10.7M 0.00% +36K +8.9% $24.52
1239 HFWA HERITAGE FINL CORP WASH Financial Services 413,116.0 $10.7M 0.00% +36K +9.7% $26.00 +4.4%
1240 LOB LIVE OAK BANCSHARES INC Financial Services 324,387.0 $10.7M 0.00% +39K +13.8% $33.07 +13.1%
Page 62 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%