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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 19 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 922,231.0 $63.8M 0.01% -45K -4.7% $69.19 -7.0%
362 DVA DAVITA INC Healthcare 413,229.0 $63.5M 0.01% -56K -11.9% $153.69 +28.3%
363 IDA IDACORP INC Utilities 439,939.0 $62.9M 0.01% -10K -2.2% $142.97 -1.1%
364 YOU CLEAR SECURE INC Technology 1,291,666.0 $62.5M 0.01% -14K -1.1% $48.41 +27.0%
365 GKOS GLAUKOS CORP Healthcare 576,209.0 $62.0M 0.01% -11K -1.9% $107.66 +32.7%
366 B BARRICK MNG CORP Basic Materials 1,518,414.0 $61.9M 0.01% -149K -9.0% $40.79 +0.1%
367 CAG CONAGRA BRANDS INC Consumer Defensive 3,920,196.0 $61.6M 0.01% -226K -5.5% $15.72 -12.0%
368 KRC KILROY REALTY CORP Real Estate 2,183,314.0 $61.6M 0.01% -860K -28.3% $28.21 +20.3%
369 AAON AAON INC Industrials 743,485.0 $61.5M 0.01% -8K -1.1% $82.75 +60.4%
370 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,416,776.0 $61.0M 0.01% -48K -3.3% $43.06 -0.2%
371 POWL POWELL INDS INC Industrials 112,416.0 $60.8M 0.01% -3K -2.7% $541.08 -50.2%
372 HR HEALTHCARE RLTY TR Real Estate 3,498,128.0 $59.4M 0.01% -137K -3.8% $16.99 +20.5%
373 CWAN CLEARWATER ANALYTICS HLDGS I Technology 2,507,427.0 $59.3M 0.01% -20K -0.8% $23.65 +3.1%
374 EPR EPR PPTYS Real Estate 1,180,450.0 $59.0M 0.01% -55K -4.5% $49.96 +16.6%
375 ST SENSATA TECHNOLOGIES HLDG PL Technology 1,629,576.0 $57.4M 0.01% -57K -3.4% $35.22 +34.5%
376 PECO PHILLIPS EDISON & CO INC Real Estate 1,490,487.0 $55.8M 0.01% -35K -2.3% $37.42 +6.5%
377 ACA ARCOSA INC Industrials 522,228.0 $55.4M 0.01% -54K -9.4% $106.14 +12.8%
378 VOYA VOYA FINANCIAL INC Financial Services 803,194.0 $54.9M 0.01% -26K -3.1% $68.32 +19.2%
379 ALC ALCON AG Healthcare 720,218.0 $54.3M 0.01% -173K -19.4% $75.35 -10.5%
380 MTN VAIL RESORTS INC Consumer Cyclical 420,999.0 $54.0M 0.01% -48K -10.2% $128.32 -2.1%
Page 19 of 53  ·  1,041 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%