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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 33 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PJT PJT PARTNERS INC COM CL A Financial Services 5,807.0 $971K 0.01% NEW $167.20 +0.8%
642 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 4,604.0 $957K 0.01% NEW $207.81 -43.5%
643 DXCM DEXCOM INC COM Healthcare 14,367.0 $954K 0.01% NEW $66.37 +9.6%
644 DOV DOVER CORP COM Industrials 4,879.0 $953K 0.01% NEW $195.24 +8.7%
645 CSGP COSTAR GROUP INC COM Real Estate 14,079.0 $947K 0.01% NEW $67.24 -57.6%
646 PRU PRUDENTIAL FINL INC COM Financial Services 8,370.0 $945K 0.01% NEW $112.88 +1.9%
647 ACIW ACI WORLDWIDE INC COM Technology 19,672.0 $941K 0.01% NEW $47.81 +19.3%
648 EXR EXTRA SPACE STORAGE INC COM Real Estate 7,159.0 $932K 0.01% NEW $130.22 +11.1%
649 TDC TERADATA CORP DEL COM Technology 30,588.0 $931K 0.01% NEW $30.44 +2.9%
650 CVNA CARVANA CO CL A Consumer Cyclical 2,198.0 $928K 0.01% NEW $422.02 -83.3%
651 WAT WATERS CORP COM Healthcare 2,441.0 $927K 0.01% NEW $379.83 -0.9%
652 PODD INSULET CORP COM Healthcare 3,235.0 $920K 0.01% NEW $284.24 -44.0%
653 MCRI MONARCH CASINO RESORT INC COM Consumer Cyclical 9,580.0 $917K 0.01% NEW $95.70 +32.1%
654 LYV LIVE NATION ENTERTAINMENT IN C Communication Services 6,411.0 $914K 0.01% NEW $142.50 +25.2%
655 ATO ATMOS ENERGY CORP COM Utilities 5,439.0 $912K 0.01% NEW $167.63 +4.4%
656 HPE HEWLETT PACKARD ENTERPRISE C C Technology 37,779.0 $907K 0.01% NEW $24.02 +97.3%
657 AWK AMERICAN WTR WKS CO INC NEW CO Utilities 6,948.0 $907K 0.01% NEW $130.50 -1.0%
658 PPL PPL CORP COM Utilities 25,841.0 $905K 0.01% NEW $35.02 +2.0%
659 HUBB HUBBELL INC COM Industrials 2,018.0 $896K 0.01% NEW $444.11 +8.1%
660 STLD STEEL DYNAMICS INC COM Basic Materials 5,280.0 $895K 0.01% NEW $169.45 +39.0%
Page 33 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%