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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $7.9B AUM 1,322 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1297 New
Page 25 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 23,894.0 $1.9M 0.02% NEW $78.88 +7.4%
482 FE FIRSTENERGY CORP COM Utilities 41,922.0 $1.9M 0.02% NEW $44.77 +8.9%
483 EW EDWARDS LIFESCIENCES CORP COM Healthcare 21,943.0 $1.9M 0.02% NEW $85.25 +3.3%
484 HST HOST HOTELS RESORTS INC COM Real Estate 105,446.0 $1.9M 0.02% NEW $17.73 +34.0%
485 TTEK TETRA TECH INC NEW COM Industrials 55,691.0 $1.9M 0.02% NEW $33.54 -6.6%
486 NTAP NETAPP INC COM Technology 17,512.0 $1.9M 0.02% NEW $106.57 +49.0%
487 SLB SLB LIMITED COM STK Energy 48,618.0 $1.9M 0.02% NEW $38.38 +23.5%
488 BKU BANKUNITED INC COM Financial Services 41,970.0 $1.9M 0.02% NEW $44.27 +9.6%
489 JAZZ JAZZ PHARMACEUTICALS PLC SHS U Healthcare 10,831.0 $1.8M 0.02% NEW $170.00 +40.2%
490 WBD WARNER BROS DISCOVERY INC COM Communication Services 63,714.0 $1.8M 0.02% NEW $28.82 -5.7%
491 TDG TRANSDIGM GROUP INC COM Industrials 1,380.0 $1.8M 0.02% NEW $1329.85 -7.9%
492 VOE VANGUARD INDEX FDS MCAP VL IDX 10,341.0 $1.8M 0.02% NEW $177.37 +13.3%
493 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 16,767.0 $1.8M 0.02% NEW $109.31 +149.7%
494 CRC CALIFORNIA RES CORP COM STOCK Energy 40,670.0 $1.8M 0.02% NEW $44.71 +16.0%
495 PYPL PAYPAL HLDGS INC COM Financial Services 31,098.0 $1.8M 0.02% NEW $58.38 -4.9%
496 FITB FIFTH THIRD BANCORP COM Financial Services 38,309.0 $1.8M 0.02% NEW $46.81 +23.9%
497 KKR KKR CO INC COM Financial Services 13,972.0 $1.8M 0.02% NEW $127.48 -20.8%
498 MPC MARATHON PETE CORP COM Energy 10,943.0 $1.8M 0.02% NEW $162.63 +83.8%
499 CNM CORE MAIN INC CL A Industrials 34,196.0 $1.8M 0.02% NEW $51.97 -14.5%
500 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 5,726.0 $1.8M 0.02% NEW $310.24 +18.7%
Page 25 of 65  ·  1,297 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 30.0%
Financial Services 13.1%
Healthcare 10.5%
Industrials 9.9%
Consumer Cyclical 9.2%
Communication Services 8.7%
Consumer Defensive 5.1%
Energy 4.5%
Basic Materials 3.3%
Real Estate 2.9%