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Holdings (Monthly) Guide ↗

Centre American Select Equity Fund

· Horizon Funds
Monthly Holdings $478M AUM 17 positions Period May 2026 Filed Jul 10, 2026 EDGAR ↗ ← All Funds
All 20 New 17 Added 11 Reduced 9 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp NVDA Feb 2026 175,886 +14,292 $37.1M +29.7% 7.78% EC
2 Apple Inc AAPL Feb 2026 108,593 +10,636 $33.9M +30.9% 7.10% EC
3 Nucor Corp NUE Feb 2026 62,456 +6,054 $15.6M +56.5% 3.27% EC
4 Broadcom Inc AVGO Feb 2026 34,765 +3,165 $15.5M +53.8% 3.26% EC
5 Newmont Corp NEM Feb 2026 113,953 +11,118 $12.5M -6.4% 2.62% EC
6 Antero Resources Corp AR Feb 2026 335,626 +83,455 $12.0M +29.3% 2.52% EC
7 Air Products and Chemicals Inc APD Feb 2026 43,064 +13,308 $12.0M +46.3% 2.52% EC
8 Analog Devices Inc ADI Feb 2026 28,889 +2,634 $12.0M +28.0% 2.51% EC
9 Rockwell Automation Inc ROK Feb 2026 26,132 +3,682 $11.8M +28.9% 2.47% EC
10 Freeport-McMoRan Inc FCX Feb 2026 169,679 +18,692 $11.1M +8.5% 2.34% EC
11 Generac Holdings Inc GNRC Feb 2026 38,853 +3,883 $10.8M +37.0% 2.26% EC
12 General Dynamics Corp GD Feb 2026 30,742 +7,436 $10.7M +28.1% 2.23% EC
13 KeyCorp KEY Feb 2026 447,351 +14,549 $9.5M +6.3% 2.00% EC
14 US Bancorp USB Feb 2026 167,105 +7,328 $9.2M +4.9% 1.92% EC
15 Eastman Chemical Co EMN Feb 2026 120,553 +13,275 $9.1M +12.9% 1.92% EC
16 Huntington Ingalls Industries HII Feb 2026 28,408 +7,849 $8.8M -4.2% 1.84% EC
17 Smurfit Westrock PLC SW Feb 2026 212,471 +211,958 $8.7M +313.2% 1.83% EC