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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 26 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JOE ST JOE CO COM Real Estate 29,430.0 $1.8M 0.02% +2K +5.7% $62.80 -2.1%
502 AWI ARMSTRONG WORLD INDS INC NEW C Industrials 11,237.0 $1.8M 0.02% -10K -46.0% $164.45 -5.2%
503 ADT ADT INC DEL COM Industrials 278,815.0 $1.8M 0.02% NEW $6.57 +3.0%
504 CENCORA INC COM 5,821.0 $1.8M 0.02% +1K +25.1% $314.14
505 WEC WEC ENERGY GROUP INC COM Utilities 15,752.0 $1.8M 0.02% -178.0 -1.1% $115.77 -2.4%
506 LOPE GRAND CANYON ED INC COM Consumer Defensive 10,723.0 $1.8M 0.02% +888.0 +9.0% $170.03 -16.6%
507 PHM PULTE GROUP INC COM Consumer Cyclical 15,483.0 $1.8M 0.02% -6K -26.9% $117.61 +6.6%
508 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 5,068.0 $1.8M 0.02% +4K +458.1% $358.79 -13.4%
509 XLRE SELECT SECTOR SPDR TR STATE ST 44,362.0 $1.8M 0.02% +25K +132.1% $40.83 +9.1%
510 IEX IDEX CORP COM Industrials 9,515.0 $1.8M 0.02% +8K +392.0% $189.55 +17.9%
511 NTAP NETAPP INC COM Technology 17,657.0 $1.8M 0.02% +145.0 +0.8% $101.87 +59.1%
512 ELV ELEVANCE HEALTH INC FORMERLY C Healthcare 6,108.0 $1.8M 0.02% -11K -63.3% $292.75 +33.3%
513 HST HOST HOTELS RESORTS INC COM Real Estate 93,227.0 $1.8M 0.02% -12K -11.6% $19.16 +24.2%
514 EMR EMERSON ELEC CO COM Industrials 13,613.0 $1.8M 0.02% +1K +8.7% $131.02 +4.0%
515 UNF UNIFIRST CORP MASS COM Industrials 7,078.0 $1.8M 0.02% +1K +26.6% $251.59 +11.8%
516 TROW PRICE T ROWE GROUP INC COM Financial Services 19,559.0 $1.8M 0.02% +4K +27.6% $90.14 +31.6%
517 HAL HALLIBURTON CO COM Energy 45,085.0 $1.8M 0.02% +5K +12.6% $38.99 -9.6%
518 AZZ AZZ INC COM Industrials 14,050.0 $1.8M 0.02% +5K +52.4% $124.94 +20.4%
519 EBAY EBAY INC. COM Consumer Cyclical 18,975.0 $1.7M 0.02% -14K -43.0% $91.02 +23.9%
520 UBSI UNITED BANKSHARES INC WEST V C Financial Services 41,674.0 $1.7M 0.02% +39K +1659.1% $41.42 +12.7%
Page 26 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%