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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 14 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ICE INTERCONTINENTAL EXCHANGE IN C Financial Services 36,665.0 $5.8M 0.07% +16K +76.2% $157.28 -12.5%
262 LOW LOWES COS INC COM Consumer Cyclical 24,504.0 $5.8M 0.07% +570.0 +2.4% $235.15 -11.7%
263 CME CME GROUP INC COM Financial Services 19,273.0 $5.7M 0.06% -6K -24.1% $295.35 -17.5%
264 RS RELIANCE INC COM Basic Materials 18,633.0 $5.7M 0.06% +8K +82.9% $303.92 +27.8%
265 ED CONSOLIDATED EDISON INC COM Utilities 50,249.0 $5.6M 0.06% +9K +20.9% $112.24 -0.2%
266 TTC TORO CO COM Industrials 59,953.0 $5.6M 0.06% +58K +3323.9% $93.44 -0.8%
267 NFG NATIONAL FUEL GAS CO COM Energy 59,606.0 $5.6M 0.06% +6K +11.9% $93.96 -15.0%
268 CTVA CORTEVA INC COM Basic Materials 66,429.0 $5.6M 0.06% +3K +5.0% $83.71 +1.4%
269 WTS WATTS WATER TECHNOLOGIES INC C Industrials 19,104.0 $5.5M 0.06% +5K +31.8% $290.29 +20.6%
270 AME AMETEK INC COM Industrials 25,856.0 $5.5M 0.06% -209.0 -0.8% $214.36 +9.1%
271 GPIX GOLDMAN SACHS ETF TR SP 500 PR 111,432.0 $5.5M 0.06% +58K +107.1% $49.33 +12.5%
272 CMI CUMMINS INC COM Industrials 10,117.0 $5.4M 0.06% -2K -19.7% $538.02 +25.6%
273 ENSG ENSIGN GROUP INC COM Healthcare 26,970.0 $5.4M 0.06% +18K +191.3% $201.50 -17.3%
274 HIG HARTFORD INSURANCE GROUP INC C Financial Services 40,156.0 $5.4M 0.06% +1K +3.5% $135.23 +2.2%
275 INDA ISHARES TR MSCI INDIA ETF 115,570.0 $5.4M 0.06% -49K -29.9% $46.84 +4.0%
276 PSA PUBLIC STORAGE OPER CO COM Real Estate 19,920.0 $5.4M 0.06% +2K +14.0% $270.88 +17.7%
277 GLOBUS MED INC CL A 62,565.0 $5.4M 0.06% -3K -5.0% $86.16
278 FIVE FIVE BELOW INC COM Consumer Cyclical 23,407.0 $5.3M 0.06% -6K -19.8% $228.48 -15.5%
279 AMG AFFILIATED MANAGERS GROUP COM Financial Services 19,188.0 $5.3M 0.06% +2K +13.1% $276.69 +32.3%
280 TRGP TARGA RES CORP COM Energy 21,265.0 $5.3M 0.06% +366.0 +1.8% $249.48 +12.9%
Page 14 of 71  ·  1,404 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%