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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 23 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BUD ANHEUSER BUSCH INBEV SA NV SPO Consumer Defensive 34,602.0 $2.4M 0.03% +19K +116.3% $68.36 +17.0%
442 EFV ISHARES TR EAFE VALUE ETF 31,712.0 $2.4M 0.03% +15K +91.5% $74.35 +6.4%
443 GSK GSK PLC SPONSORED ADR Healthcare 42,478.0 $2.3M 0.03% +22K +111.7% $55.19 -6.3%
444 ENVA ENOVA INTL INC COM Financial Services 17,215.0 $2.3M 0.03% +4K +25.7% $135.83 +71.9%
445 KR KROGER CO COM Consumer Defensive 31,894.0 $2.3M 0.03% -14K -31.2% $72.36 -21.3%
446 NJR NEW JERSEY RES CORP COM Utilities 41,982.0 $2.3M 0.03% +40K +1840.9% $54.92 +6.2%
447 UPS UNITED PARCEL SVCS INC CL B Industrials 23,392.0 $2.3M 0.03% +1K +6.4% $98.38 +15.3%
448 BR BROADRIDGE FINL SOLUTIONS IN C Technology 14,132.0 $2.3M 0.03% +1K +8.0% $162.48 -9.2%
449 MPC MARATHON PETE CORP COM Energy 9,403.0 $2.3M 0.03% -2K -14.1% $244.18 +22.3%
450 FFIV F5 INC COM Technology 7,877.0 $2.3M 0.03% +932.0 +13.4% $289.33 +45.1%
451 DG DOLLAR GEN CORP COM Consumer Defensive 19,252.0 $2.3M 0.03% +16K +439.6% $118.17 +3.3%
452 KAPR INNOVATOR ETFS TRUST US SML CP 62,316.0 $2.3M 0.03% NEW $36.25 +9.8%
453 TSN TYSON FOODS INC CL A Consumer Defensive 34,932.0 $2.2M 0.03% -10K -23.1% $64.07 -10.3%
454 VICI VICI PPTYS INC COM Real Estate 80,548.0 $2.2M 0.03% -4K -5.1% $27.32 -3.2%
455 VIRT VIRTU FINL INC CL A Financial Services 49,938.0 $2.2M 0.03% +48K +2324.2% $43.98 +38.9%
456 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 31,630.0 $2.2M 0.03% -4K -10.5% $69.30 +66.5%
457 NKE NIKE INC CL B Consumer Cyclical 41,265.0 $2.2M 0.02% +1K +3.2% $52.82 -19.2%
458 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 34,321.0 $2.2M 0.02% -14K -29.6% $63.35 +13.9%
459 GNTX GENTEX CORP COM Consumer Cyclical 100,037.0 $2.2M 0.02% +94K +1665.9% $21.73 +11.4%
460 CBRE CBRE GROUP INC CL A Real Estate 15,979.0 $2.2M 0.02% -12K -42.2% $135.46 +4.4%
Page 23 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%