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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 7 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBR VANGUARD INDEX FDS SM CP VAL E 50.0 $11K NEW $217.24 +11.4%
122 BINC BLACKROCK ETF TRUST II ISHARES 192.0 $10K NEW $51.48 +1.1%
123 IPAR INTERPARFUMS INC COM Consumer Defensive 102.0 $9K NEW $90.84 +29.7%
124 OXM OXFORD INDS INC COM Consumer Cyclical 230.0 $9K NEW $37.91 -1.8%
125 VFH VANGUARD WORLD FD FINANCIALS E 70.0 $8K NEW $120.81 +13.9%
126 MSM MSC INDL DIRECT INC CL A Industrials 92.0 $8K NEW $91.38 +35.8%
127 XLU CALL XLU 260618C00045000 150,000.0 $7K NEW $0.05 +99456.9%
128 FMC FMC CORP COM NEW Basic Materials 360.0 $6K NEW $17.22 -37.7%
129 SPTL SPDR SERIES TRUST STATE STREET 234.0 $6K NEW $26.30 -2.6%
130 FNF FIDELITY NATL FINL INC COM SHS Financial Services 132.0 $6K NEW $46.38 +7.6%
131 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 134.0 $6K NEW $45.44 +11.8%
132 NSP INSPERITY INC COM Industrials 220.0 $6K NEW $27.04 +75.7%
133 FLO FLOWERS FOODS INC COM Consumer Defensive 692.0 $6K NEW $8.15 +1.7%
134 IWC ISHARES TR MICRO-CAP ETF 34.0 $5K NEW $159.62 +21.5%
135 PGX INVESCO EXCH TRADED FD TR II P 480.0 $5K NEW $10.82 +0.3%
136 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 562.0 $4K NEW $7.89 +23.6%
137 KWEB CALL KWEB 261218C00035000 150,000.0 $4K NEW $0.03 +91975.0%
138 ERIC TELEFONAKTIEBOLAGET LM ERICS A Technology 374.0 $4K NEW $11.11 -8.7%
139 KEP KOREA ELEC PWR CORP SPONSORED Utilities 282.0 $4K NEW $14.25 -19.0%
140 CORP PIMCO ETF TR INV GRD CRP BD 38.0 $4K NEW $96.03 -0.4%
Page 7 of 12  ·  224 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%