StockDriftsStockDriftsTop 50 First Horizon CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.23% | 254.3K | $84.7M | -1.40%(-3.60K) | $236.93(+46.50%) | 2026-09-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.1% | 106.6K | $81.3M | -0.41%(-437) | $642.32(+19.83%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.53% | 129.2K | $66.3M | -0.11%(-143) | $498.44(+6.60%) | 2026-09-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.41% | 608.8K | $63.3M | +0.09%(+538) | $91.56(+13.14%) | 2026-09-30 | |
| VUG | VANGUARD MRNGSTAR GR ETF-SUI | 2.14% | 621.8K | $56.0M | +1.93%(+11.77K) | $77.03(+12.79%) | 2026-09-30 | |
| CSCO | CISCO SYSTEMS INC | 2% | 488.3K | $52.6M | -0.99%(-4.89K) | $70.27(+58.50%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.94% | 66.6K | $51.0M | +7.38%(+4.58K) | $657.15(+17.67%) | 2026-09-30 | |
| JPM | JP MORGAN CHASE & CO | 1.93% | 152.9K | $50.6M | +0.04%(+64) | $303.46(+10.65%) | 2026-09-30 | |
| XLK | STE ST TECH SELECT SECTOR SPDR | 1.69% | 226.0K | $44.2M | -0.73%(-1.66K) | $133.77(+37.06%) | 2026-09-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | 1.59% | 333.8K | $41.8M | -1.23%(-4.14K) | $111.65(+9.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.65% | +28.25% | +5.27% | +29.26% |
| Top 20 Holdings Unweighted | +8.85% | +28.96% | +5.46% | +30.47% |
First Horizon CORP reports $2.62B in US-listed equity holdings across 1,514 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.2%), SPY (3.1%) and MSFT (2.5%). The top 20 holdings account for 35.23% of reported assets. Its disclosed equity book has returned +28.25% on a three-year cumulative basis. Figures reflect the Q3 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