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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 35 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ANDE ANDERSONS INC COM Consumer Defensive 15,655.0 $829K 0.01% NEW $52.97 +42.0%
682 SBAC SBA COMMUNICATIONS CORP NEW CL Real Estate 4,281.0 $828K 0.01% NEW $193.43 -3.3%
683 O REALTY INCOME CORP COM Real Estate 14,616.0 $824K 0.01% NEW $56.37 +12.2%
684 TTWO TAKE-TWO INTERACTIVE SOFTWAR C Communication Services 3,216.0 $823K 0.01% NEW $256.03 -4.8%
685 FTV FORTIVE CORP COM Technology 14,875.0 $821K 0.01% NEW $55.21 +9.6%
686 LCII LCI INDS COM Consumer Cyclical 6,750.0 $819K 0.01% NEW $121.34 -14.2%
687 TEVA TEVA PHARMACEUTICAL INDS LTD S Healthcare 26,224.0 $818K 0.01% NEW $31.21 +1.1%
688 OPLN OPENLANE INC COM Consumer Cyclical 27,314.0 $813K 0.01% NEW $29.78 +38.2%
689 WST WEST PHARMACEUTICAL SVSC INC C Healthcare 2,950.0 $811K 0.01% NEW $274.89 +30.1%
690 CMS CMS ENERGY CORP COM Utilities 11,570.0 $809K 0.01% NEW $69.93 +5.8%
691 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 90,206.0 $808K 0.01% NEW $8.96 +37.4%
692 RYN RAYONIER INC COM Real Estate 37,314.0 $808K 0.01% NEW $21.65 +0.7%
693 PULS PGIM ETF TR PGIM ULTRA SH BD 16,265.0 $807K 0.01% NEW $49.59 +0.1%
694 MATX MATSON INC COM Industrials 6,473.0 $800K 0.01% NEW $123.55 +69.1%
695 BRO BROWN BROWN INC COM Financial Services 10,018.0 $798K 0.01% NEW $79.70 -16.1%
696 DBX DROPBOX INC CL A Technology 28,680.0 $797K 0.01% NEW $27.80 +9.2%
697 EVTC EVERTEC INC COM Technology 27,246.0 $793K 0.01% NEW $29.09 +3.8%
698 TRMB TRIMBLE INC COM Technology 10,103.0 $792K 0.01% NEW $78.35 -33.7%
699 QLYS QUALYS INC COM Technology 5,943.0 $790K 0.01% NEW $132.90 +19.9%
700 DLR DIGITAL RLTY TR INC COM Real Estate 5,064.0 $783K 0.01% NEW $154.71 +13.8%
Page 35 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%