HUNTINGTON NATIONAL BANK

New 13F: Q3 2026

HUNTINGTON NATIONAL BANK filed its 13F for the quarter ended Sep 30, 2026 on Nov 10, 2026: $7.2B in AI and semiconductor stocks; $231.3M bought and $423.5M sold against its previous quarter, at the quarter's prices.

HUNTINGTON NATIONAL BANK declares $7.1B in 200 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 34.3% of its $20.6B 13F portfolio. Largest positions: NVIDIA (0.02% of the company) and Alphabet (0.02% of the company). Over time: $7.1B in 200 of these companies for Q2 2026, against $1.2B in 104 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $81.4M and sold $132.8M of these stocks, at the quarter's prices: a net sale of $51.4M; 8 new positions.

Performance of its AI picks

The AI-stock portfolio HUNTINGTON NATIONAL BANK declared for Q2 2026 (Form 13F), held unchanged, returned +4.4% in Q3 2026 (SMH -7.1%), ranked 751 of 1,785 active managers. Over the last 12 months, quarter after quarter: +30.3% (SMH +87.2%), ranked 555 of 1,360 active managers. Over three years, quarter after quarter: +146.4% (SMH +325.8%), ranked 402 of 784 active managers. Over five years, quarter after quarter: +161.5% (SMH +389.8%), ranked 250 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $789.7M, 3.9M shares, 0.02% of the company, 3.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Alphabet (GOOGL): $724.0M, 2.0M shares, 0.02% of the company, 3.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Apple (AAPL): $691.0M, 2.4M shares, 0.02% of the company, 3.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $494.2M, 1.3M shares, 0.02% of the company, 2.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. Broadcom (AVGO): $490.4M, 1.3M shares, 0.03% of the company, 2.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Amazon (AMZN): $384.7M, 1.6M shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. AMD (AMD): $293.1M, 504,553 shares, 0.03% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Intel (INTC): $246.8M, 1.8M shares, 0.03% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Meta Platforms (META): $210.7M, 374,099 shares, 0.01% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Palo Alto Networks (PANW): $203.7M, 597,325 shares, 0.07% of the company, 0.99% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Analog Devices (ADI): $201.0M, 506,180 shares, 0.10% of the company, 0.98% of its portfolio (added this quarter); held since Q4 2019 or earlier
  12. TSMC (TSM): $171.5M, 359,158 shares, 0.01% of the company, 0.83% of its portfolio (added this quarter); held since Q4 2019 or earlier
  13. Corning (GLW): $169.6M, 664,072 shares, 0.08% of the company, 0.82% of its portfolio (added this quarter); held since Q4 2019 or earlier
  14. American Electric Power (AEP): $162.4M, 1.2M shares, 0.22% of the company, 0.79% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Applied Materials (AMAT): $152.6M, 211,092 shares, 0.03% of the company, 0.74% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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