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Holdings (Monthly) Guide ↗

Horizon Tactical Fixed Income Fund

· Horizon Funds
Monthly Holdings $245M AUM 13 positions Period May 2026 Filed Jul 10, 2026 EDGAR ↗ ← All Funds
All 2 New 2 Added 4 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 First American Government Obli FGXXX Feb 2026 62,335,541 +13,605,502 $62.3M +27.9% 34.18% STIV
2 State Street Blackstone Senior SRLN May 2026 1,213,143 NEW $49.2M 26.97% EC
3 Xtrackers USD High Yield Corpo HYLB Feb 2026 1,060,959 -295,597 $38.9M -22.3% 21.33% EC
4 State Street SPDR Bloomberg Co CWB Feb 2026 272,040 -16,855 $29.4M +7.9% 16.12% EC
5 VanEck Fallen Angel High Yield ANGL Feb 2026 753,692 -581,717 $22.0M -44.3% 12.08% EC
6 State Street SPDR Bloomberg 1- BIL May 2026 233,183 NEW $21.4M 11.72% EC
7 iShares J.P. Morgan USD Emergi EMB Feb 2026 160,740 +178 $15.5M -1.2% 8.50% EC
8 iShares Preferred and Income S PFF Feb 2026 182,562 -401,817 $5.8M -68.6% 3.16% EC
iShares 7-10 Year Treasury Bon 464287440 104,303 SOLD $10.2M
Vanguard Total International B 92203J407 119,352 SOLD $5.9M
iShares 20+ Year Treasury Bond 464287432 64,549 SOLD $5.9M
iShares iBoxx USD Investment G 464287242 52,130 SOLD $5.8M
Cohen & Steers Preferred and I 19249U203 152,264 SOLD $4.0M