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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 27 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EXLS EXLSERVICE HLDGS INC COM Technology 56,645.0 $1.7M 0.02% +28K +100.8% $30.45 -9.4%
522 CNC CENTENE CORP DEL COM Healthcare 52,587.0 $1.7M 0.02% +44K +548.6% $32.74 +103.5%
523 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 9,608.0 $1.7M 0.02% -4K -31.5% $178.97 -19.4%
524 DELL DELL TECHNOLOGIES INC CL C Technology 10,414.0 $1.7M 0.02% +2K +29.3% $163.62 +152.2%
525 AVAV AEROVIRONMENT INC COM Industrials 9,251.0 $1.7M 0.02% +1K +13.6% $183.05 -22.9%
526 RPM RPM INTL INC COM Basic Materials 17,018.0 $1.7M 0.02% +4K +28.3% $98.89 +4.2%
527 PULS PGIM ETF TR PGIM ULTRA SH BD 34,048.0 $1.7M 0.02% +18K +109.3% $49.33 +0.6%
528 VTRS VIATRIS INC COM Healthcare 124,021.0 $1.7M 0.02% +105K +550.9% $13.51 +20.7%
529 AFL AFLAC INC COM Financial Services 15,226.0 $1.7M 0.02% +3K +26.3% $109.71 +10.3%
530 ANGLOGOLD ASHANTI PLC COM SHS 17,103.0 $1.7M 0.02% NEW $97.36
531 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 21,071.0 $1.7M 0.02% -3K -11.8% $78.78 +8.4%
532 MPWR MONOLITHIC PWR SYS INC COM Technology 1,516.0 $1.7M 0.02% -50.0 -3.2% $1093.35 +23.7%
533 TKO TKO GROUP HOLDINGS INC CL A Communication Services 8,207.0 $1.7M 0.02% +6K +285.3% $201.65 -7.9%
534 PARR PAR PAC HOLDINGS INC COM NEW Energy 26,360.0 $1.7M 0.02% +11K +68.5% $62.64 +16.9%
535 NHC NATIONAL HEALTHCARE CORP COM Healthcare 10,252.0 $1.6M 0.02% +2K +23.8% $159.70 +35.4%
536 NEBIUS GROUP N.V. SHS CLASS A 15,737.0 $1.6M 0.02% +2K +11.2% $103.76
537 CVSA COVISTA INC COM Consumer Cyclical 14,053.0 $1.6M 0.02% +2K +18.1% $115.25 +0.5%
538 TXT TEXTRON INC COM Industrials 18,431.0 $1.6M 0.02% +16K +534.2% $87.56 +2.2%
539 IDXX IDEXX LABS INC COM Healthcare 2,830.0 $1.6M 0.02% +406.0 +16.8% $561.89 -0.9%
540 MEDP MEDPACE HLDGS INC COM Healthcare 3,309.0 $1.6M 0.02% -5K -62.3% $480.19 +10.2%
Page 27 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%