StockDriftsStockDriftsTop 50 First Horizon CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 3.08% | 107.1K | $80.0M | -0.25%(-271) | $642.32(+20.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.87% | 257.9K | $74.6M | -5.67%(-15.51K) | $236.93(+29.43%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.43% | 608.3K | $63.2M | +0.02%(+132) | $91.55(+18.57%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INC | 2.23% | 493.2K | $57.9M | -4.38%(-22.57K) | $70.27(+72.29%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 2.02% | 610.0K | $52.5M | +1.40%(+8.39K) | $76.82(+15.94%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE & CO | 1.93% | 152.9K | $50.0M | -2.43%(-3.81K) | $303.45(+19.13%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 129.4K | $48.3M | -2.17%(-2.87K) | $498.44(+0.87%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.79% | 62.0K | $46.4M | +11.05%(+6.17K) | $649.76(+19.64%) | 2026-06-30 | |
| XLK | STE ST TECH SELECT SECTOR SPDR | 1.67% | 227.7K | $43.4M | -2.99%(-7.03K) | $133.77(+39.60%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | 1.62% | 338.0K | $42.0M | +1.35%(+4.51K) | $112.16(+11.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.27% | +26.94% | +4.83% | +26.58% |
| Top 20 Holdings Unweighted | +8.98% | +29.43% | +5.36% | +29.86% |
First Horizon CORP reports $1.70B in US-listed equity holdings across 1,527 positions in its most recent 13F filing. Its largest disclosed positions are SPY (3.1%), AAPL (2.9%) and EFA (2.4%). The top 20 holdings account for 34.71% of reported assets. Its disclosed equity book has returned +26.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Horizon CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 36966). View First Horizon CORP’s 13F filings on SEC