FIRST HORIZON CORP

SEC CIK
0000036966

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 20, 2026.SEC

Positions
1,527
+62 vs. Q1 2026
Total value
$2.6B
+$206.57M (+8.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

FIRST HORIZON CORP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPYSTATE STREET SPDR S&P 500 ETFETF107,081$79.96M3.08%−271−0.3%ReducedView
AAPLAPPLE INC COMStock257,870$74.62M2.87%−15,511−5.7%ReducedView
ISHARES MSCI EAFE ETF464287465ETF608,298$63.19M2.43%+1320.0%Added–
CSCOCISCO SYS INC COMStock493,157$57.93M2.23%−22,573−4.4%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF610,032$52.55M2.02%+509,759+508.4%Added–
JPMJPMORGAN CHASE & CO COMStock152,877$50.04M1.93%−3,811−2.4%ReducedView
MSFTMICROSOFT CORP COMStock129,390$48.27M1.86%−2,869−2.2%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF62,013$46.44M1.79%+6,169+11.0%Added–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF227,693$43.38M1.67%−7,026−3.0%Reduced–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF337,987$41.97M1.62%+254,617+305.4%Added–
AVGOBROADCOM INC COMStock107,742$40.7M1.57%−3,647−3.3%ReducedView
ISHARES CORE S&P MID-CAP ETF464287507ETF509,988$39.33M1.51%+27,746+5.8%Added–
GOOGALPHABET INC CAP STK CL CStock108,044$38.18M1.47%−4,255−3.8%ReducedView
JNJJOHNSON & JOHNSON COMStock141,165$35.85M1.38%−14,860−9.5%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock125,718$35.35M1.36%+102+0.1%AddedView
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF388,857$32.57M1.25%+16,653+4.5%Added–
ISHARES RUSSELL 2000 ETF464287655ETF105,422$31.67M1.22%+1,627+1.6%Added–
HDHOME DEPOT INC COMStock87,971$31.03M1.19%−3,461−3.8%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF122,215$29.63M1.14%−2,132−1.7%Reduced–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF361,279$29.11M1.12%+292,325+423.9%Added–
VANGUARD MORNINGSTAR VALUE ETF922908744ETF130,364$28.41M1.09%+2,239+1.7%Added–
NVDANVIDIA CORPORATION COMStock134,961$27M1.04%+2,410+1.8%AddedView
BNYBANK OF NY MELLON CORP COMStock184,854$26.73M1.03%−6,806−3.6%ReducedView
ISHARES RUSSELL 2000 GROWTH ETF464287648ETF64,280$25.32M0.97%+3,130+5.1%Added–
GLDSPDR GOLD SHARESETF67,461$24.85M0.96%−131−0.2%ReducedView
MCDMCDONALDS CORP COMStock89,858$24.29M0.93%−583−0.6%ReducedView
AMZNAMAZON COM INC COMStock100,614$23.98M0.92%−1,639−1.6%ReducedView
XOMEXXON MOBIL CORPCOM172,748$23.62M0.91%+1,999+1.2%AddedView
WMTWALMART INC COMStock206,958$23.44M0.90%−5,434−2.6%ReducedView
VANGUARD MUN BD FDS922907746TAX EXEMPT BD462,478$23.39M0.90%+17,337+3.9%Added–
GOOGLALPHABET INC CAP STK CL AStock65,340$23.35M0.90%−9,882−13.1%ReducedView
AMGNAMGEN INC COMStock63,631$23.04M0.89%−1,044−1.6%ReducedView
FTNTFORTINET INC COMStock145,568$22.36M0.86%−13,856−8.7%ReducedView
TJXTJX COS INC NEW COMStock145,700$22.07M0.85%−10,633−6.8%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock507,171$21.47M0.83%−20,462−3.9%ReducedView
PGPROCTER & GAMBLE CO COMStock145,551$21.34M0.82%−4,984−3.3%ReducedView
KOCOCA COLA CO COMStock257,668$20.94M0.81%−4,272−1.6%ReducedView
TRVTRAVELERS COMPANIES INC COMStock61,605$20.34M0.78%−1,125−1.8%ReducedView
MRKMERCK & CO INC COMStock156,209$20.07M0.77%−4,255−2.7%ReducedView
SOSOUTHERN CO COMStock201,289$19.27M0.74%−652−0.3%ReducedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF187,656$18.57M0.71%+7,908+4.4%Added–
LMTLOCKHEED MARTIN CORP COMStock36,324$18.51M0.71%−173−0.5%ReducedView
ABBVABBVIE INC COMStock73,329$18.45M0.71%+2,560+3.6%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF49,710$18.39M0.71%+341+0.7%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF113,455$17.93M0.69%+12,882+12.8%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF24,288$17.89M0.69%+1,677+7.4%Added–
ISHARES TR464287689RUSSELL 3000 ETF41,229$17.58M0.68%00.0%Unchanged–
AKAMAKAMAI TECHNOLOGIES INCCOM147,610$17.45M0.67%−9,119−5.8%ReducedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF237,847$16.95M0.65%+34,059+16.7%Added–
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF83,341$16.47M0.63%+1,041+1.3%Added–
LLYELI LILLY & CO COMStock13,439$16.12M0.62%+2,437+22.2%AddedView
METMETLIFE INC COMStock187,051$15.83M0.61%−3,893−2.0%ReducedView
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF94,904$15.62M0.60%+1,979+2.1%Added–
VANGUARD SHORT-TERM BOND ETF921937827ETF200,338$15.61M0.60%−12,070−5.7%Reduced–
PNCPNC FINL SVCS GROUP INC COMStock62,146$15.3M0.59%−680−1.1%ReducedView
CVXCHEVRON CORPORATION COMStock90,017$14.92M0.57%−939−1.0%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock15,609$14.6M0.56%−565−3.5%ReducedView
VANGUARD MORNINGSTAR MID-CAP GROWTH ETF922908538ETF47,587$14.58M0.56%+811+1.7%Added–
PMPHILIP MORRIS INTL INC COMStock78,174$14.14M0.54%+496+0.6%AddedView
PEGPUBLIC SVC ENTERPRISE GROUPCOM171,702$13.94M0.54%−765−0.4%ReducedView
METAMETA PLATFORMS INC CL AStock24,154$13.61M0.52%+311+1.3%AddedView
EMREMERSON ELEC CO COMStock94,787$13.57M0.52%+243+0.3%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF87,694$13.01M0.50%+3,371+4.0%Added–
ISHARES TR464287630RUS 2000 VAL ETF57,924$12.81M0.49%−527−0.9%Reduced–
CCITIGROUP INC COM NEWStock90,678$12.69M0.49%−1,821−2.0%ReducedView
PHPARKER-HANNIFIN CORP COMStock12,870$12.59M0.48%−281−2.1%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock213,224$12.29M0.47%+1,829+0.9%AddedView
VANGUARD S&P 500 ETF922908363ETF17,600$12.09M0.47%+2,243+14.6%Added–
DUKDUKE ENERGY CORP NEW COM NEWStock95,007$12.03M0.46%+1,364+1.5%AddedView
ISHARES RUSSELL MIDCAP ETF464287499ETF107,926$11.91M0.46%+1,870+1.8%Added–
ALLALLSTATE CORP COMStock47,730$11.36M0.44%−1,528−3.1%ReducedView
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF75,461$11.05M0.43%−201−0.3%Reduced–
AMTAMERICAN TOWER CORP COMREIT66,131$10.82M0.42%−6,705−9.2%ReducedView
WASHWASHINGTON TR BANCORP INCCOM296,225$10.81M0.42%00.0%UnchangedView
INVESCO EXCH TRADED FD TR II46138G888SHORT TERM ETF98,484$10.4M0.40%+15,778+19.1%Added–
MCKMCKESSON CORP COMStock13,708$10.36M0.40%−938−6.4%ReducedView
ISHARES TR46429B7470-5 YR TIPS ETF97,059$9.92M0.38%+5,935+6.5%Added–
ACNACCENTURE PLC IRELAND SHS CLASS AStock76,741$9.55M0.37%−10,073−11.6%ReducedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF39,674$9.39M0.36%−1,428−3.5%Reduced–
CBCHUBB LIMITED COMStock27,424$9.34M0.36%−1,224−4.3%ReducedView
LHXL3HARRIS TECHNOLOGIES INC COMStock31,580$9.18M0.35%−1,143−3.5%ReducedView
TXNTEXAS INSTRS INC COMStock30,484$9.09M0.35%−97−0.3%ReducedView
WMWASTE MGMT INC DEL COMStock39,718$8.85M0.34%−895−2.2%ReducedView
UNPUNION PAC CORP COMStock32,138$8.74M0.34%+565+1.8%AddedView
PKGPACKAGING CORP AMER COMStock35,928$8.56M0.33%−179−0.5%ReducedView
ISHARES TR46428743220 YR TR BD ETF98,084$8.48M0.33%+7,328+8.1%Added–
GILDGILEAD SCIENCES INC COMStock65,698$8.3M0.32%−2,156−3.2%ReducedView
PFEPFIZER INC COMStock342,754$8.25M0.32%+13,476+4.1%AddedView
SNASNAP ON INCCOM20,465$8.24M0.32%+746+3.8%AddedView
MASMASCO CORPCOM100,168$8.15M0.31%−3,789−3.6%ReducedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT38,272$8.14M0.31%−627−1.6%Reduced–
TAT&T INC COMStock387,295$8.02M0.31%+18,986+5.2%AddedView
ABTABBOTT LABORATORIES COMStock86,768$7.87M0.30%−4,478−4.9%ReducedView
OMCOMNICOM GROUP INCCOM108,087$7.87M0.30%+704+0.7%AddedView
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF11,177$7.86M0.30%+98+0.9%AddedView
ADBEADOBE INC COMStock38,008$7.79M0.30%−4,163−9.9%ReducedView
VANGUARD STAR FDS921909768VG TL INTL STK F90,782$7.76M0.30%−805−0.9%Reduced–
MSCIMSCI INC COMStock13,677$7.66M0.29%−751−5.2%ReducedView
GRMNGARMIN LTDSHS32,004$7.6M0.29%−277−0.9%ReducedView
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD96,010$7.59M0.29%+3,007+3.2%Added–

Sold out since Q1 2026 (79)

Positions held at the end of Q1 2026 that are no longer in this filing.

FIRST HORIZON CORP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM9,999$2.26M0.09%
ISHARES TR464288638ISHS 5-10YR INVT9,404$500.48K0.02%
DDDUPONT DE NEMOURS INCCOM3,413$156.32K0.01%
LIBERTY BROADBAND CORP530307305COM SER C2,820$141.85K0.01%
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF69374H360ETF3,092$104.32K0.00%
AMICUS THERAPEUTICS INC03152W109COM4,345$62.83K0.00%
PTENPATTERSON-UTI ENERGY INCCOM4,127$44.7K0.00%
OSISOSI SYSTEMS INCCOM167$44.34K0.00%
WSFSWSFS FINL CORPCOM611$40K0.00%
HOLOGIC INC436440101COM472$35.68K0.00%
AIR LEASE CORP00912X302CL A438$28.44K0.00%
INSWINTERNATIONAL SEAWAYS INCCOM377$27.48K0.00%
COTERRA ENERGY INC COM127097103Stock687$24.14K0.00%
NXENEXGEN ENERGY LTDCOM2,000$23.2K0.00%
OSWONESPAWORLD HOLDINGS LIMITEDCOM975$22.38K0.00%
NATLNCR ATLEOS CORPORATIONCOM SHS489$21.31K0.00%
GPORGULFPORT ENERGY CORPCOMMON SHARES96$20.31K0.00%
PBHPRESTIGE CONSMR HEALTHCARE ICOM333$19.74K0.00%
FCPTFOUR CORNERS PPTY TR INCCOM786$18.59K0.00%
LXPLXP INDUSTRIAL TRUSTCOM360$16.65K0.00%
OTEXOPEN TEXT CORPCOM595$13.23K0.00%
INVESCO EXCH TRADED FD TR II46138E511PFD ETF1,200$13.06K0.00%
GIBCGI INCCL A175$12.79K0.00%
CLEARWATER ANALYTICS HLDGS I185123106CL A429$10.15K0.00%
PECOPHILLIPS EDISON & CO INCCOMMON STOCK248$9.28K0.00%
WISDOMTREE TR97717X511YIELD ENHANCD US200$8.69K0.00%
BSYBENTLEY SYS INCCOM CL B195$6.85K0.00%
UDRUDR INCCOM200$6.76K0.00%
MSTRSTRATEGY INC CL A NEWStock54$6.74K0.00%
EFOREVERFORTH INCCOM145$5.61K0.00%
MFS CHARTER INCOME TR552727109SH BEN INT882$5.35K0.00%
GILGILDAN ACTIVEWEAR INC COMStock71$3.95K0.00%
BKEBUCKLE INCCOM75$3.78K0.00%
MORNMORNINGSTAR INCCOM21$3.55K0.00%
ARCELLX INC03940C100COMMON STOCK30$3.45K0.00%
MASIMO CORP574795100COM19$3.38K0.00%
EFXEQUIFAX INCCOM18$3.24K0.00%
CPNGCOUPANG INCCL A171$3.23K0.00%
PLNTPLANET FITNESS MASTER ISSUERCL A39$2.9K0.00%
NVRIHARSCO CORPCOM138$2.71K0.00%
PTCPTC INC COMStock17$2.42K0.00%
WTMWHITE MTNS INS GROUP LTDCOM1$2.2K0.00%
ISHARES INC464286772MSCI STH KOR ETF17$2.09K0.00%
ZZILLOW GROUP INCCL C CAP STK50$2.07K0.00%
DXCDXC TECHNOLOGY CO COMStock158$1.99K0.00%
REGREGENCY CTRS CORPCOM26$1.97K0.00%
HCATHEALTH CATALYST INCCOM1,500$1.91K0.00%
CBOECBOE GLOBAL MKTS INCCOM6$1.69K0.00%
IRTCIRHYTHM TECHNOLOGIES INCCOM14$1.65K0.00%
AGOASSURED GUARANTY LTDCOM17$1.39K0.00%
TYLTYLER TECHNOLOGIES INCCOM4$1.37K0.00%
OLLIOLLIES BARGAIN OUTLET HLDGS COMStock13$1.2K0.00%
BMBLBUMBLE INCCOM CL A350$1.14K0.00%
VTRVENTAS INC COMREIT13$1.06K0.00%
COINCOINBASE GLOBAL INCCOM CL A5$8730.00%
DOCSDOXIMITY INCCL A35$8160.00%
TEAMATLASSIAN CORPORATIONCL A11$7510.00%
CCLCARNIVAL CORPUNIT 99/99/999929$7510.00%
HIWHIGHWOODS PPTYS INCCOM34$7280.00%
AUANGLOGOLD ASHANTI PLCCOM SHS7$6820.00%
MOHMOLINA HEALTHCARE INCCOM5$6670.00%
REXRREXFORD INDL RLTY INCCOM20$6550.00%
ALKALASKA AIR GROUP INCCOM15$5520.00%
RPMRPM INTL INCCOM5$4970.00%
ASTSAST SPACEMOBILE INCCOM CL A6$4970.00%
MKTXMARKETAXESS HLDGS INCCOM3$4950.00%
MAAMID-AMER APT CMNTYS INCCOM4$4880.00%
ESSESSEX PPTY TR INCCOM2$4840.00%
EXEEXPAND ENERGY CORPORATIONCOM4$4390.00%
ZSZSCALER INC COMStock3$4210.00%
EPAMEPAM SYS INCCOM3$4060.00%
LNCLINCOLN NATL CORP INDCOM11$3910.00%
UHSUNIVERSAL HLTH SVCS INCCL B2$3580.00%
ITGARTNER INCCOM2$3170.00%
CNHCNH INDL N VSHS27$2970.00%
CELHCELSIUS HLDGS INCCOM NEW8$2840.00%
PSAPUBLIC STORAGECOM1$2710.00%
KENNEDY-WILSON HOLDINGS INC489398107COM19$2060.00%
SMCISUPER MICRO COMPUTER INC COM NEWStock9$2050.00%

13F filings by quarter

FIRST HORIZON CORP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 20, 20261,527$2.6Bvs. Q1 2026SEC
Q1 2026Apr 30, 20261,465$2.39Bvs. Q4 2025SEC
Q4 2025Jan 27, 20261,482$2.24Bvs. Q3 2025SEC
Q3 2025Oct 27, 20251,419$2.13B–SEC
Q2 2021Aug 9, 20211,258$1.12Bvs. Q1 2021SEC
Q1 2021May 11, 20211,245$1.05B–SEC