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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 58 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 ROAD CONSTRUCTION PARTNERS INC Industrials 416,041.0 $46.2M 0.01% +15K +3.7% $111.12 -2.4%
1142 LOPE GRAND CANYON ED INC Consumer Defensive 271,763.0 $46.2M 0.01% -11K -3.8% $170.03 -13.2%
1143 MC MOELIS & CO Financial Services 810,466.0 $46.2M 0.01% +24K +3.0% $57.00 +20.2%
1144 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 501,600.0 $46.2M 0.01% +17K +3.5% $92.04 -17.0%
1145 KBR KBR INC Industrials 1,252,463.0 $46.2M 0.01% +111K +9.7% $36.86 +2.3%
1146 CHDN CHURCHILL DOWNS INC Consumer Cyclical 513,233.0 $46.1M 0.01% +15K +3.0% $89.83 +1.0%
1147 CHWY CHEWY INC Consumer Cyclical 1,704,006.0 $46.0M 0.01% +56K +3.4% $27.00 -9.3%
1148 BC BRUNSWICK CORP Consumer Cyclical 632,145.0 $46.0M 0.01% -15K -2.3% $72.76 +11.7%
1149 EXP EAGLE MATLS INC Basic Materials 242,483.0 $45.9M 0.01% $189.45 +7.8%
1150 KGS KODIAK GAS SVCS INC Energy 783,911.0 $45.7M 0.01% +23K +3.0% $58.32 +1.5%
1151 ITRI ITRON INC Technology 509,967.0 $45.7M 0.01% +6K +1.2% $89.63 +10.1%
1152 AWI ARMSTRONG WORLD INDS INC NEW Industrials 277,042.0 $45.7M 0.01% +3K +1.2% $164.80 +8.2%
1153 NHI NATIONAL HEALTH INVS INC Real Estate 562,847.0 $45.5M 0.01% +12K +2.3% $80.86 -9.6%
1154 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 894,473.0 $45.4M 0.01% +10K +1.1% $50.80 +8.0%
1155 FLAGSTAR BANK NATIONAL ASSOC 3,448,707.0 $45.4M 0.01% +137K +4.1% $13.17
1156 OSIS OSI SYSTEMS INC Technology 170,855.0 $45.4M 0.01% $265.51 -23.1%
1157 KMX CARMAX INC Consumer Cyclical 1,089,126.0 $45.3M 0.01% $41.58 +51.0%
1158 AZZ AZZ INC Industrials 360,990.0 $45.2M 0.01% $125.13 +12.5%
1159 FIRST HAWAIIAN INC 1,829,802.0 $45.1M 0.01% -106K -5.5% $24.64
1160 QBTS D-WAVE QUANTUM INC Technology 3,117,739.0 $45.0M 0.01% +280K +9.9% $14.43 +29.5%
Page 58 of 220  ·  4,396 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 32.2%
Financial Services 13.3%
Healthcare 10.1%
Consumer Cyclical 9.7%
Industrials 9.6%
Communication Services 7.5%
Consumer Defensive 5.1%
Energy 4.3%
Real Estate 3.0%
Utilities 2.7%