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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 39 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 6,742.0 $633K 0.01% NEW $93.95 +20.8%
762 VNT VONTIER CORPORATION COM Technology 16,977.0 $631K 0.01% NEW $37.18 -20.2%
763 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 32,982.0 $631K 0.01% NEW $19.12 +27.4%
764 NWN NORTHWEST NAT HLDG CO COM Utilities 13,482.0 $630K 0.01% NEW $46.74 +7.7%
765 CARG CARGURUS INC COM CL A Consumer Cyclical 16,375.0 $628K 0.01% NEW $38.35 -7.0%
766 RAMP LIVERAMP HLDGS INC COM Technology 21,306.0 $626K 0.01% NEW $29.37 +28.6%
767 YELP YELP INC CL A Communication Services 20,544.0 $624K 0.01% NEW $30.39 -11.8%
768 LRN STRIDE INC COM Consumer Defensive 9,614.0 $624K 0.01% NEW $64.93 +28.4%
769 ZD ZIFF DAVIS INC COM Communication Services 17,753.0 $624K 0.01% NEW $35.15 +48.2%
770 SCL STEPAN CO COM Basic Materials 13,157.0 $623K 0.01% NEW $47.36 +23.8%
771 TALO TALOS ENERGY INC COM Energy 56,531.0 $623K 0.01% NEW $11.02 +26.9%
772 STRA STRATEGIC ED INC COM Consumer Defensive 7,766.0 $623K 0.01% NEW $80.20 -5.5%
773 HUBG HUB GROUP INC CL A Industrials 14,610.0 $623K 0.01% NEW $42.61 +12.2%
774 ATEN A10 NETWORKS INC COM Technology 35,100.0 $621K 0.01% NEW $17.69 +105.2%
775 SAFT SAFETY INS GROUP INC COM Financial Services 7,963.0 $620K 0.01% NEW $77.91 -6.2%
776 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 10,175.0 $620K 0.01% NEW $60.95 +21.2%
777 CXM SPRINKLR INC CL A Technology 79,674.0 $620K 0.01% NEW $7.78 -26.1%
778 OLED UNIVERSAL DISPLAY CORP COM Technology 5,305.0 $620K 0.01% NEW $116.78 -31.9%
779 PRG PROG HOLDINGS INC COM NPV Industrials 20,948.0 $618K 0.01% NEW $29.49 +57.7%
780 QNST QUINSTREET INC COM Communication Services 42,969.0 $617K 0.01% NEW $14.37 +22.1%
Page 39 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%