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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 40 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DIOD DIODES INC COM Technology 12,502.0 $617K 0.01% NEW $49.34 +96.4%
782 CCI CROWN CASTLE INC COM Real Estate 6,941.0 $617K 0.01% NEW $88.87 -10.6%
783 SNDR SCHNEIDER NATIONAL INC CL B Industrials 23,248.0 $617K 0.01% NEW $26.53 +37.4%
784 LFUS LITTELFUSE INC COM Technology 2,438.0 $617K 0.01% NEW $252.92 +64.3%
785 VTOL BRISTOW GROUP INC COM Energy 16,831.0 $616K 0.01% NEW $36.62 +19.8%
786 LTC LTC PPTYS INC COM Real Estate 18,010.0 $616K 0.01% NEW $34.21 +17.1%
787 LNN LINDSAY CORP COM Industrials 5,224.0 $616K 0.01% NEW $117.87 -1.9%
788 INVX INNOVEX INTERNATIONAL INC COM Energy 28,140.0 $615K 0.01% NEW $21.87 +18.3%
789 TMP TOMPKINS FINL CORP COM Financial Services 8,479.0 $615K 0.01% NEW $72.52 +28.1%
790 UFCS UNITED FIRE GROUP INC COM Financial Services 16,897.0 $614K 0.01% NEW $36.35 +34.8%
791 IRIDIUM COMMUNICATIONS INC COM 35,336.0 $614K 0.01% NEW $17.38
792 BFS SAUL CTRS INC COM Real Estate 19,831.0 $614K 0.01% NEW $30.96 +14.8%
793 FISV FISERV INC COM Technology 9,113.0 $612K 0.01% NEW $67.17 -25.0%
794 SNCY SUN CTRY AIRLS HLDGS INC COM Industrials 42,446.0 $611K 0.01% NEW $14.39 +12.4%
795 ACADIAN ASSET MANAGEMENT INC C 12,994.0 $611K 0.01% NEW $47.00
796 TILE INTERFACE INC COM Consumer Cyclical 21,868.0 $611K 0.01% NEW $27.92 +19.7%
797 UPBOUND GROUP INC COM 34,769.0 $611K 0.01% NEW $17.56
798 SHO SUNSTONE HOTEL INVS INC NEW CO Real Estate 68,255.0 $610K 0.01% NEW $8.94 +29.0%
799 WABC WESTAMERICA BANCORPORATION COM Financial Services 12,728.0 $609K 0.01% NEW $47.83 +23.4%
800 CBT CABOT CORP COM Basic Materials 9,179.0 $608K 0.01% NEW $66.28 +35.5%
Page 40 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%