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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 2,122 $99K 0.00% SOLD
62 HQY HEALTHEQUITY INC COM Healthcare 1,030 $94K 0.00% SOLD
63 CMC COMMERCIAL METALS CO COM Basic Materials 1,339 $92K 0.00% SOLD
64 ALKS ALKERMES PLC SHS Healthcare 3,296 $92K 0.00% SOLD
65 KBR KBR INC COM Industrials 2,266 $91K 0.00% SOLD
66 AX AXOS FINANCIAL INC COM Financial Services 1,030 $89K 0.00% SOLD
67 MAT MATTEL INC COM Consumer Cyclical 4,429 $88K 0.00% SOLD
68 RGEN REPLIGEN CORP COM Healthcare 515 $84K 0.00% SOLD
69 WAY WAYSTAR HLDG CORP COM Technology 2,575 $84K 0.00% SOLD
70 ARGX ARGENX SE SPONSORED ADR Healthcare 95 $80K 0.00% SOLD
71 CWEN CLEARWAY ENERGY INC CL C Utilities 2,369 $79K 0.00% SOLD
72 VOYA VOYA FINANCIAL INC COM Financial Services 1,030 $77K 0.00% SOLD
73 MTH MERITAGE HOMES CORP COM Consumer Cyclical 1,133 $75K 0.00% SOLD
74 CUSHMAN AND WAKEFIELD LTD COMM 4,532 $73K 0.00% SOLD
75 PIPER SANDLER COMPANIES COM 206 $70K 0.00% SOLD
76 NOV NOV INC COM Energy 4,326 $68K 0.00% SOLD
77 KRC KILROY RLTY CORP COM Real Estate 1,751 $65K 0.00% SOLD
78 IWM CALL IWM 251231C00255000 175,000 $57K 0.00% SOLD
79 RELX RELX PLC SPONSORED ADR Communication Services 1,361 $55K 0.00% SOLD
80 CHKP CHECK POINT SOFTWARE TECH LT O Technology 259 $48K 0.00% SOLD
Page 4 of 6  ·  117 positions
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%