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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $8.9B AUM 1,433 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 829 Added 341 Reduced 117 Exited
Page 22 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 Q QNITY ELECTRONICS INC COMMON S Technology 10,578.0 $1.2M 0.01% +133.0 +1.3% $115.38 +16.0%
422 PECO PHILLIPS EDISON CO INC COMMON Real Estate 32,547.0 $1.2M 0.01% +12K +57.2% $37.31 +13.7%
423 STRA STRATEGIC ED INC COM Consumer Defensive 14,443.0 $1.2M 0.01% +7K +86.0% $82.96 -7.0%
424 SYY SYSCO CORP COM Consumer Defensive 16,918.0 $1.2M 0.01% +792.0 +4.9% $70.80 +15.6%
425 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1,971.0 $1.2M 0.01% +230.0 +13.2% $605.01 +1.1%
426 CENTA CENTRAL GARDEN PET CO CL A NO Consumer Defensive 36,753.0 $1.2M 0.01% +6K +20.8% $32.42 +16.5%
427 INGERSOLL RAND INC COM 14,817.0 $1.2M 0.01% +2K +16.3% $80.12
428 CHE CHEMED CORP NEW COM Healthcare 3,139.0 $1.2M 0.01% +3K +1423.8% $377.74 +31.1%
429 DLR DIGITAL RLTY TR INC COM Real Estate 6,523.0 $1.2M 0.01% +1K +28.8% $180.21 -4.5%
430 DOV DOVER CORP COM Industrials 5,623.0 $1.2M 0.01% +744.0 +15.2% $208.45 +0.3%
431 BLOCK INC CL A 19,418.0 $1.2M 0.01% +6K +47.5% $60.18
432 AMKR AMKOR TECHNOLOGY INC COM Technology 25,678.0 $1.2M 0.01% +7K +35.0% $45.03 +43.2%
433 EPR EPR PPTYS COM SH BEN INT Real Estate 23,172.0 $1.2M 0.01% +9K +62.3% $49.69 +20.9%
434 HUBB HUBBELL INC COM Industrials 2,346.0 $1.2M 0.01% +328.0 +16.2% $490.74 -3.9%
435 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 15,442.0 $1.1M 0.01% +7K +93.2% $73.71 +12.0%
436 LYV LIVE NATION ENTERTAINMENT IN C Communication Services 7,371.0 $1.1M 0.01% +960.0 +15.0% $152.51 +18.7%
437 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 16,342.0 $1.1M 0.01% +5K +49.9% $68.44 +15.9%
438 COIN COINBASE GLOBAL INC COM CL A Financial Services 6,388.0 $1.1M 0.01% +1K +27.0% $174.61 -6.5%
439 BBWI BATH BODY WORKS INC COM Consumer Cyclical 59,695.0 $1.1M 0.01% +28K +86.2% $18.67 +9.6%
440 KDP KEURIG DR PEPPER INC COM Consumer Defensive 42,310.0 $1.1M 0.01% +921.0 +2.2% $26.33 +15.9%
Page 22 of 42  ·  829 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 11.8%
Industrials 11.2%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.2%
Energy 6.7%
Consumer Defensive 6.1%
Basic Materials 3.7%
Utilities 2.8%