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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 74 of 220  ·  4,396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 UCTT ULTRA CLEAN HLDGS INC Technology 458,142.0 $28.5M 0.00% -5K -1.1% $62.18 +79.5%
1462 JOE ST JOE CO Real Estate 453,607.0 $28.5M 0.00% +41K +10.0% $62.80 +1.1%
1463 WHR WHIRLPOOL CORP Consumer Cyclical 526,826.0 $28.4M 0.00% +42K +8.7% $53.92 -25.6%
1464 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,272,611.0 $28.3M 0.00% +37K +3.0% $22.26 -3.0%
1465 NSIT INSIGHT ENTERPRISES INC Technology 419,588.0 $28.1M 0.00% $67.01 +59.6%
1466 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 717,913.0 $28.1M 0.00% +13K +1.9% $39.12 +33.1%
1467 NSA NATIONAL STORAGE AFFILIATES Real Estate 744,159.0 $28.1M 0.00% +24K +3.4% $37.74 +15.6%
1468 MADISON SQUARE GARDEN ENTMT 476,603.0 $28.1M 0.00% -6K -1.2% $58.91
1469 NGVT INGEVITY CORP Basic Materials 393,500.0 $28.0M 0.00% +5K +1.4% $71.23 +0.7%
1470 LEU CENTRUS ENERGY CORP Energy 161,136.0 $28.0M 0.00% +10K +6.8% $173.59 -1.9%
1471 HRI HERC HLDGS INC Industrials 280,461.0 $27.9M 0.00% +6K +2.3% $99.55 +45.7%
1472 CURB CURBLINE PPTYS CORP Real Estate 1,082,299.0 $27.9M 0.00% +36K +3.5% $25.79 +16.4%
1473 ALHC ALIGNMENT HEALTHCARE INC Healthcare 1,583,617.0 $27.9M 0.00% +200K +14.5% $17.62 +21.6%
1474 MGEE MGE ENERGY INC Utilities 360,849.0 $27.9M 0.00% +9K +2.5% $77.29 -2.0%
1475 IVT INVENTRUST PPTYS CORP Real Estate 913,955.0 $27.8M 0.00% +47K +5.4% $30.46 +12.3%
1476 BZ KANZHUN LIMITED Industrials 2,075,193.0 $27.8M 0.00% +74K +3.7% $13.39 +0.6%
1477 CARG CARGURUS INC Consumer Cyclical 814,864.0 $27.7M 0.00% $34.05 -13.8%
1478 ALRM ALARM COM HLDGS INC Technology 642,208.0 $27.7M 0.00% $43.19 +4.7%
1479 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 503,206.0 $27.6M 0.00% +6K +1.2% $54.75 +37.9%
1480 ERAS ERASCA INC Healthcare 1,701,623.0 $27.5M 0.00% +370K +27.8% $16.18 -13.6%
Page 74 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 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%