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Holdings (Monthly) Guide ↗

Horizon Active Asset Allocation Fund

· Horizon Funds
Monthly Holdings $909M AUM 30 positions Period May 2026 Filed Jul 10, 2026 EDGAR ↗ ← All Funds
All 26 New 30 Added 30 Reduced 17 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 iShares Core MSCI Internationa IDEV Feb 2026 1,321,847 -85,971 $119.5M -6.3% 15.28% EC
2 Avantis International Small Ca AVDV Feb 2026 413,313 -116,207 $45.6M -21.9% 5.82% EC
3 Invesco KBW Bank ETF KBWB Feb 2026 255,904 -85,587 $22.3M -20.2% 2.85% EC
4 Alphabet Inc GOOGL Feb 2026 33,905 -1,144 $12.9M +18.0% 1.65% EC
5 Apple Inc AAPL Feb 2026 30,122 -1,037 $9.4M +14.2% 1.20% EC
6 Tesla Inc TSLA Feb 2026 8,579 -123 $3.7M +6.7% 0.48% EC
7 Eli Lilly & Co LLY Feb 2026 2,363 -80 $2.6M +1.6% 0.33% EC
8 Intel Corp INTC Feb 2026 16,144 -810 $1.9M +139.4% 0.24% EC
9 Micron Technology Inc MU Feb 2026 1,847 -2,096 $1.8M +10.3% 0.23% EC
10 Walmart Inc WMT Feb 2026 15,155 -521 $1.8M -12.5% 0.22% EC
11 Advanced Micro Devices Inc AMD Feb 2026 3,164 -23 $1.6M +155.9% 0.21% EC
12 N/A MSFT 6 C41 Feb 2026 300 -218 $1.3M +68.7% 0.16% DE
13 Meta Platforms Inc META Feb 2026 1,931 -1,133 $1.2M -38.5% 0.16% EC
14 Costco Wholesale Corp COST Feb 2026 1,106 -37 $1.1M -8.5% 0.14% EC
15 Siemens AG SIEGY Feb 2026 6,410 -1,414 $1.0M -11.7% 0.13% EC
16 Marvell Technology Inc MRVL Feb 2026 4,505 -2,632 $924K +58.4% 0.12% EC
17 Tokyo Electron Ltd TOELY Feb 2026 5,241 -762 $891K +4.9% 0.11% EC
18 Southern Copper Corp SCCO Feb 2026 4,600 -59 $880K -13.5% 0.11% EC
19 ABB Ltd ABBNY Feb 2026 7,874 -623 $840K +6.6% 0.11% EC
20 JPMorgan Chase & Co JPM Feb 2026 2,713 -2,625 $812K -49.3% 0.10% EC
21 Corning Inc GLW Feb 2026 4,406 -2,574 $798K -24.0% 0.10% EC
22 Intuitive Surgical Inc ISRG Feb 2026 1,719 -152 $730K -22.5% 0.09% EC
23 Constellation Energy Corp CEG Feb 2026 2,203 -72 $634K -15.5% 0.08% EC
24 Exxon Mobil Corp XOM Feb 2026 4,268 -146 $620K -7.9% 0.08% EC
25 Johnson & Johnson JNJ Feb 2026 2,569 -88 $579K -12.3% 0.07% EC
26 Visa Inc V Feb 2026 1,706 -58 $557K -1.4% 0.07% EC
27 Netflix Inc NFLX Feb 2026 6,346 -218 $546K -13.6% 0.07% EC
28 Berkshire Hathaway Inc BRK/B Feb 2026 994 -33 $472K -9.1% 0.06% EC
29 Mastercard Inc MA Feb 2026 899 -30 $444K -7.6% 0.06% EC
30 Home Depot Inc/The HD Feb 2026 746 -25 $237K -19.4% 0.03% EC