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First Horizon Corp

All holdings · as of Dec 31, 2025

1,482 positions

CompanyClassValueShares% of portfolio
HEALTHSTREAM INC$2.9K1240.0%
CHEESECAKE FACTORY INC$2.9K570.0%
OSHKOSH CORP$2.9K230.0%
Sunoco LP$3.0K570.0%
INVESCO MUNICIPAL INCOME OPP$3.0K5000.0%
EQUIFAX INC$3.0K140.0%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$3.0K500.0%
Ovintiv Inc.$3.1K790.0%
DXC Technology Company$3.1K2130.0%
PENSKE AUTOMOTIVE GROUP, INC.PAGCommon Stock$3.2K200.0%
Zoom Communications, Inc.$3.2K370.0%
ROGERS CORP$3.2K350.0%
RHYTHM PHARMACEUTICALS, INC.$3.2K300.0%
FIRST BUSEY CORP /NV$3.2K1360.0%
Applied Digital Corp$3.2K1320.0%
EXPRO GROUP HOLDINGS N.V.$3.3K2440.0%
RESMED INC$3.4K140.0%
Builders FirstSource Inc$3.4K330.0%
MARA Holdings, Inc.$3.4K3790.0%
Rapid7, Inc.$3.5K2290.0%
Fortune Brands Innovations, Inc.$3.6K710.0%
HEICO CORP$3.6K110.0%
SOUTH BOW CORP$3.6K1300.0%
Health Catalyst, Inc.$3.6K1,5000.0%
Perrigo Company plc$3.6K2590.0%
OGE Energy Corp$3.6K850.0%
ARROW ELECTRONICS, INC.$3.6K330.0%
Toll Brothers Incorporated$3.7K270.0%
John Wiley & Sons Inc$3.7K1200.0%
MOLSON COORS BEVERAGE CO$3.7K790.0%
PEMBINA PIPELINE CORP$3.7K970.0%
Rush Enterprises Inc$3.7K660.0%
RYAN SPECIALTY HOLDINGS, INC.$3.7K720.0%
VANGUARD HEALTH CARE ETF$3.7K130.0%
Excelerate Energy, Inc.$3.8K1350.0%
ISHARES DJ U.S. REAL ESTATE ET$3.8K410.0%
Waste Connections Inc$3.9K220.0%
Ultragenyx Pharmaceutical Inc.$3.9K1690.0%
KORN FERRY$3.9K590.0%
CoStar Group Inc$3.9K580.0%
UMH PROPERTIES, INC.$3.9K2480.0%
Cactus, Inc.$4.0K870.0%
BUCKLE INC$4.0K750.0%
SILGAN HOLDINGS INC$4.0K1000.0%
SCHWAB US LARGE-CAP ETF$4.0K1500.0%
Whirlpool Corp$4.1K570.0%
Nutanix, Inc.$4.1K800.0%
STANLEY BLACK & DECKER, INC.$4.2K560.0%
CONMED Corp$4.2K1040.0%
Planet Fitness, Inc.$4.2K390.0%
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