First Horizon Advisors, Inc.
Filing Date
Global Rank
#1,001
/ 7,991
▼ 34
Top Industry
Drug Manufacturers - General
8.2%
3Y Alpha vs SPY
-3.3%
Period ended 12 months ago
Filed Aug 6, 2025 · 10mo
22 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.4%
SPY
+74.2%
Annualised alpha
-3.3%
Max drawdown
−15.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,631 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
5.5%
+0.3 pts
Top 5
17.2%
+1.4 pts
Top 10
27.3%
+1.7 pts
HHI
153
Diversified+7
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.3% | $612,089,895 |
| Financial Services | 14.9% | $361,705,930 |
| Healthcare | 10.7% | $258,227,639 |
| Industrials | 8.6% | $207,908,265 |
| Consumer Cyclical | 8.4% | $204,068,966 |
| Unclassified | 8.2% | $198,352,930 |
| Consumer Defensive | 8.0% | $192,660,142 |
| Communication Services | 6.9% | $165,815,964 |
| Utilities | 4.4% | $105,715,434 |
| Energy | 2.5% | $60,855,902 |
| Basic Materials | 1.5% | $35,980,349 |
| Real Estate | 0.7% | $17,285,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HPQ | Hp Inc | +77,427 | 724,564 | $17,722,834 | |
| PFE | Pfizer Inc | +74,235 | 899,279 | $21,798,521 | |
| KHC | Kraft Heinz Co | +62,033 | 748,895 | $19,336,468 | |
| LYB | LyondellBasell Industries N.V. | +54,966 | 476,628 | $27,577,694 | |
| VZ | Verizon Communications Inc | +29,382 | 939,449 | $40,649,956 | |
| OMC | Omnicom Group Inc. | +27,950 | 276,904 | $19,920,472 | |
| BMY | Bristol Myers Squibb Co | +26,599 | 472,974 | $21,893,964 | |
| SWKS | Skyworks Solutions, Inc. | +20,132 | 338,031 | $25,190,069 | |
| SBUX | Starbucks Corp | +19,007 | 259,273 | $23,757,183 | |
| T | At&T Inc. | +17,639 | 1,006,999 | $29,142,549 | |
| MET | Metlife Inc | +16,392 | 439,076 | $35,310,490 | |
| C | Citigroup Inc | +15,968 | 346,584 | $29,501,229 | |
| PRU | Prudential Financial Inc | +15,394 | 198,583 | $21,335,756 | |
| PEG | Public Service Enterprise Group Inc | +14,872 | 407,569 | $34,309,157 | |
| CSCO | Cisco Systems, Inc. | +14,838 | 818,548 | $56,790,858 | |
| SO | Southern Co | +14,389 | 376,734 | $34,595,481 | |
| KO | Coca Cola Co | +10,097 | 511,352 | $36,178,153 | |
| DUK | Duke Energy CORP | +9,612 | 216,752 | $25,576,736 | |
| TXN | Texas Instruments Inc | +8,979 | 131,845 | $27,373,657 | |
| EMR | Emerson Electric Co | +8,092 | 220,344 | $29,378,464 | |
| AES | Aes Corp | +8,042 | 9,836 | $103,474 | |
| NOK | Nokia Corp | +7,394 | 8,486 | $43,956 | |
| ABBV | AbbVie Inc. | +7,361 | 162,391 | $30,143,015 | |
| UNP | Union Pacific Corp | +6,967 | 95,738 | $22,027,398 | |
| JNJ | Johnson & Johnson | +6,182 | 271,850 | $41,525,087 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −15,493 | 216,345 | $21,154,212 | |
| V | Visa Inc. | −12,087 | 22,215 | $7,887,433 | |
| AAPL | Apple Inc. | −9,028 | 315,951 | $64,823,665 | |
| IAU | Ishares Gold Trust | −8,130 | 73,476 | $4,581,962 | |
| WY | Weyerhaeuser Co | −6,901 | 221 | $5,677 | |
| GLD | Spdr Gold Trust | −6,627 | 82,888 | $25,266,748 | |
| GOOGL | Alphabet Inc. | −6,114 | 129,827 | $22,879,410 | |
| MRK | Merck & Co., Inc. | −5,316 | 163,245 | $12,922,472 | |
| PEP | Pepsico Inc | −5,189 | 30,378 | $4,011,109 | |
| BN | BROOKFIELD Corp /ON/ | −4,444 | 1,050 | $43,294 | |
| KVUE | Kenvue Inc. | −4,231 | 20,456 | $428,142 | |
| KR | Kroger Co | −3,804 | 585 | $41,961 | |
| CTRA | Coterra Energy Inc. | −3,797 | 2,069 | $52,510 | |
| PM | Philip Morris International Inc. | −3,639 | 210,851 | $38,402,291 | |
| GAP | Gap Inc | −3,503 | 120 | $2,617 | |
| ABT | Abbott Laboratories | −3,449 | 75,153 | $10,221,558 | |
| GLW | Corning Inc /Ny | −3,446 | 4,728 | $248,644 | |
| INTC | Intel Corp | −3,333 | 42,045 | $941,806 | |
| FTV | Fortive Corp | −3,161 | 978 | $50,980 | |
| AXP | American Express Co | −3,054 | 8,737 | $2,786,926 | |
| FLO | Flowers Foods Inc | −3,004 | 2,316 | $37,009 | |
| UGP | Ultrapar Holdings Inc | −2,907 | 213 | $698 | |
| ADM | Archer-Daniels-Midland Co | −2,790 | 1,029 | $54,309 | |
| DAR | Darling Ingredients Inc. | −2,695 | 1,040 | $39,457 | |
| MSFT | Microsoft Corp | −2,581 | 157,600 | $78,391,814 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ONB | Old National Bancorp /In/ | 9,147 | $195,196 | |
| TEM | Tempus AI, Inc. | 2,751 | $174,798 | |
| QFIN | Qfin Holdings, Inc. | 1,390 | $60,270 | |
| BMA | Macro Bank Inc. | 814 | $57,150 | |
| YPF | Ypf Sociedad Anonima | 1,802 | $56,672 | |
| HMY | Harmony Gold Mining Co Ltd | 3,943 | $55,083 | |
| TIGR | UP Fintech Holding Ltd | 5,433 | $52,428 | |
| PAM | Pampa Energy Inc. | 742 | $51,479 | |
| MAIN | Main Street Capital CORP | 847 | $50,057 | |
| HTGC | Hercules Capital, Inc. | 2,566 | $46,906 | |
| GLAD | Gladstone Capital Corp | 1,632 | $44,015 | |
| VNET | VNET Group, Inc. | 6,166 | $42,545 | |
| MMYT | MakeMyTrip Ltd | 434 | $42,540 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | 2,789 | $40,858 | |
| ASND | Ascendis Pharma A/S | 235 | $40,561 | |
| OBDC | Blue Owl Capital Corp | 2,811 | $40,309 | |
| KVYO | Klaviyo, Inc. | 1,101 | $36,970 | |
| PNNT | Pennantpark Investment Corp | 5,179 | $35,424 | |
| FUTU | Futu Holdings Ltd | 281 | $34,728 | |
| GAIN | Gladstone Investment Corporationde | 2,259 | $32,235 | |
| TRIN | Trinity Capital Inc. | 2,289 | $32,206 | |
| AEG | Aegon Ltd. | 4,424 | $32,029 | |
| KC | Kingsoft Cloud Holdings Ltd | 2,128 | $26,642 | |
| FLS | Flowserve Corp | 495 | $25,912 | |
| KB | KB Financial Group Inc. | 303 | $25,024 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLW | Clearwater Paper Corp | 41,520 | $1,053,362 | |
| PHYS | Sprott Physical Gold Trust | 1,768 | $42,538 | |
| PSLV | Sprott Physical Silver Trust | 3,603 | $41,794 | |
| BITB | Bitwise Bitcoin ETF | 756 | $33,928 | |
| GLBE | Global-E Online Ltd. | 883 | $31,478 | |
| FMC | Fmc Corp | 697 | $29,406 | |
| AGNT | eXp World Holdings, Inc. | 2,549 | $24,929 | |
| CORT | Corcept Therapeutics Inc | 211 | $24,100 | |
| TENB | Tenable Holdings, Inc. | 655 | $22,911 | |
| BCSF | Bain Capital Specialty Finance, Inc. | 1,250 | $20,544 | |
| BRZE | Braze, Inc. | 558 | $20,131 | |
| PATH | UiPath, Inc. | 1,951 | $20,095 | |
| FBK | FB Financial Corp | 422 | $19,563 | |
| VRRM | VERRA MOBILITY Corp | 824 | $18,547 | |
| VERX | Vertex, Inc. | 514 | $17,994 | |
| LINE | Lineage, Inc. | 300 | $17,589 | |
| BILL | BILL Holdings, Inc. | 351 | $16,106 | |
| PPC | Pilgrims Pride Corp | 287 | $15,643 | |
| PRA | Proassurance Corp | 652 | $15,224 | |
| TCPC | BlackRock TCP Capital Corp. | 1,894 | $15,170 | |
| WFRD | Weatherford International plc | 283 | $15,153 | |
| ROAD | Construction Partners, Inc. | 205 | $14,733 | |
| MKSI | Mks Inc | 182 | $14,587 | |
| NVR | Nvr Inc | 2 | $14,488 | |
| SGOL | abrdn Gold ETF Trust | 463 | $13,806 | |
| No positions match the current search. | ||||
276 positions ·
$361,705,930 total
· Financial Services only
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 276 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 246,141 | $71,358,735 | 19.73% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 471,602 | $42,967,656 | 11.88% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 146,906 | $39,303,230 | 10.87% | |
| MET |
Metlife Inc
Financial Services
|
Added | 439,076 | $35,310,490 | 9.76% | |
| C |
Citigroup Inc
Financial Services
|
Added | 346,584 | $29,501,229 | 8.16% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 198,583 | $21,335,756 | 5.90% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 71,189 | $14,331,056 | 3.96% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 41,645 | $12,065,388 | 3.34% | |
| MSCI |
MSCI Inc.
Financial Services
|
Added | 20,495 | $11,820,284 | 3.27% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 60,163 | $11,215,584 | 3.10% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 19,039 | $10,039,072 | 2.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 16,793 | $8,157,534 | 2.26% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 22,215 | $7,887,433 | 2.18% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,976 | $2,796,212 | 0.77% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 8,737 | $2,786,926 | 0.77% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 2,612 | $2,740,640 | 0.76% | |
| FHN |
First Horizon Corp
Financial Services
|
Reduced | 123,177 | $2,611,351 | 0.72% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 28,387 | $2,538,364 | 0.70% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 10,970 | $2,333,975 | 0.65% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 44,557 | $2,108,435 | 0.58% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 23,715 | $1,900,044 | 0.53% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Reduced | 3,198 | $1,706,866 | 0.47% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 10,739 | $1,512,693 | 0.42% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 5,269 | $1,452,240 | 0.40% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 11,170 | $1,017,027 | 0.28% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,365 | $966,077 | 0.27% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 1,898 | $952,016 | 0.26% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 19,232 | $826,783 | 0.23% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 3,987 | $731,493 | 0.20% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 2,388 | $637,260 | 0.18% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 3,183 | $617,468 | 0.17% | |
| UNM |
Unum Group
Financial Services
|
Reduced | 6,587 | $531,965 | 0.15% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Added | 1,675 | $513,387 | 0.14% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 3,430 | $513,057 | 0.14% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 4,830 | $509,370 | 0.14% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 10,969 | $496,346 | 0.14% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 5,295 | $483,113 | 0.13% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 3,518 | $467,997 | 0.13% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 1,440 | $460,971 | 0.13% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 5,990 | $445,176 | 0.12% | |
| CRBG |
Corebridge Financial, Inc.
Financial Services
|
Added | 11,430 | $405,765 | 0.11% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 4,290 | $401,672 | 0.11% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Reduced | 7,448 | $290,099 | 0.08% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 17,160 | $287,600 | 0.08% | |
| AIG |
American International Group, Inc.
Financial Services
|
Reduced | 3,292 | $281,760 | 0.08% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 6,068 | $249,576 | 0.07% | |
| STT |
State Street Corp
Financial Services
|
Reduced | 2,192 | $233,096 | 0.06% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
Added | 14,808 | $227,597 | 0.06% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 531 | $199,108 | 0.06% | |
| CCB |
Coastal Financial Corp
Financial Services
|
Reduced | 2,045 | $198,098 | 0.05% |