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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 27 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LOPE GRAND CANYON ED INC COM Consumer Defensive 9,835.0 $1.6M 0.02% NEW $166.31 -14.8%
522 TDS TELEPHONE DATA SYS INC COM NE Communication Services 39,891.0 $1.6M 0.02% NEW $41.00 -16.8%
523 URI UNITED RENTALS INC COM Industrials 2,008.0 $1.6M 0.02% NEW $809.32 +29.4%
524 ENSG ENSIGN GROUP INC COM Healthcare 9,257.0 $1.6M 0.02% NEW $174.20 -3.9%
525 MZTI MARZETTI COMPANY COM Consumer Defensive 9,801.0 $1.6M 0.02% NEW $164.42 -35.9%
526 FEDERATED HERMES INC CL B 30,590.0 $1.6M 0.02% NEW $52.07
527 FSLR FIRST SOLAR INC COM Energy 6,054.0 $1.6M 0.02% NEW $261.23 -14.3%
528 STX SEAGATE TECHNOLOGY HLDNGS PL O Technology 5,737.0 $1.6M 0.02% NEW $275.39 +200.8%
529 CENCORA INC COM 4,652.0 $1.6M 0.02% NEW $337.75
530 TROW PRICE T ROWE GROUP INC COM Financial Services 15,333.0 $1.6M 0.02% NEW $102.38 +15.8%
531 SYF SYNCHRONY FINANCIAL COM Financial Services 18,806.0 $1.6M 0.02% NEW $83.43 -11.3%
532 RMBS RAMBUS INC DEL COM Technology 17,024.0 $1.6M 0.02% NEW $91.89 +12.0%
533 HPQ HP INC COM Technology 68,716.0 $1.5M 0.02% NEW $22.28 +6.7%
534 R RYDER SYS INC COM Industrials 7,916.0 $1.5M 0.02% NEW $191.39 +38.2%
535 GIS GENERAL MLS INC COM Consumer Defensive 32,960.0 $1.5M 0.02% NEW $45.85 -18.8%
536 PAYX PAYCHEX INC COM Industrials 13,588.0 $1.5M 0.02% NEW $111.03 -0.9%
537 EAT BRINKER INTL INC COM Consumer Cyclical 10,425.0 $1.5M 0.02% NEW $143.52 +24.5%
538 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 18,948.0 $1.5M 0.02% NEW $78.67 +27.7%
539 AQN ALGONQUIN PWR UTILS CORP COM Utilities 242,117.0 $1.5M 0.02% NEW $6.15 -5.9%
540 FBP FIRST BANCORP P R COM NEW Financial Services 71,786.0 $1.5M 0.02% NEW $20.73 +30.6%
Page 27 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%