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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 29 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 19,160.0 $1.4M 0.02% NEW $70.53 +6.2%
562 GAUG FIRST TR EXCHNG TRADED FD VI F 34,321.0 $1.3M 0.02% NEW $39.26 +6.1%
563 FJUN FIRST TR EXCHNG TRADED FD VI F 23,555.0 $1.3M 0.02% NEW $57.06 +5.8%
564 BKR BAKER HUGHES COMPANY CL A Energy 29,485.0 $1.3M 0.02% NEW $45.54 +25.7%
565 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 4,809.0 $1.3M 0.02% NEW $278.92 +4.8%
566 DHI D R HORTON INC COM Consumer Cyclical 9,288.0 $1.3M 0.02% NEW $144.03 +5.2%
567 GWRE GUIDEWIRE SOFTWARE INC COM Technology 6,632.0 $1.3M 0.02% NEW $201.01 -30.1%
568 AFL AFLAC INC COM Financial Services 12,059.0 $1.3M 0.02% NEW $110.27 +9.7%
569 CHRD CHORD ENERGY CORPORATION COM N Energy 14,196.0 $1.3M 0.02% NEW $92.70 +33.2%
570 AER AERCAP HOLDINGS NV SHS Industrials 9,152.0 $1.3M 0.02% NEW $143.76 +2.8%
571 TER TERADYNE INC COM Technology 6,770.0 $1.3M 0.02% NEW $193.56 +76.8%
572 PFS PROVIDENT FINL SVCS INC COM Financial Services 66,319.0 $1.3M 0.02% NEW $19.75 +19.6%
573 CRH PLC ORD 10,410.0 $1.3M 0.02% NEW $124.80
574 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 9,402.0 $1.3M 0.02% NEW $137.96 -4.6%
575 SIRIUSPOINT LTD COM 59,211.0 $1.3M 0.02% NEW $21.89
576 AVA AVISTA CORP COM Utilities 32,724.0 $1.3M 0.02% NEW $38.54 +7.6%
577 FANG DIAMONDBACK ENERGY INC COM Energy 8,337.0 $1.3M 0.02% NEW $150.33 +26.2%
578 FICO FAIR ISAAC CORP COM Technology 730.0 $1.2M 0.02% NEW $1690.62 -28.7%
579 IQVIA HLDGS INC COM 5,460.0 $1.2M 0.02% NEW $225.41
580 CVSA ADTALEM GLOBAL ED INC COM Consumer Cyclical 11,894.0 $1.2M 0.02% NEW $103.47 +11.9%
Page 29 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%