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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 41 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 REX REX AMERICAN RES CORP COM Basic Materials 18,810.0 $608K 0.01% NEW $32.32 +41.9%
802 SEM SELECT MED HLDGS CORP COM Healthcare 40,927.0 $608K 0.01% NEW $14.85 +11.2%
803 VGSH VANGUARD SCOTTSDALE FDS SHORT 10,337.0 $607K 0.01% NEW $58.73 -1.0%
804 CRVL CORVEL CORP COM Financial Services 8,958.0 $606K 0.01% NEW $67.67 -8.5%
805 IIIN INSTEEL INDS INC COM Industrials 19,113.0 $605K 0.01% NEW $31.67 -6.1%
806 OFG OFG BANCORP COM Financial Services 14,767.0 $605K 0.01% NEW $40.98 +21.9%
807 CTS CTS CORP COM Technology 14,084.0 $604K 0.01% NEW $42.87 +38.7%
808 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 25,451.0 $603K 0.01% NEW $23.71 +18.5%
809 PSMT PRICESMART INC COM Consumer Defensive 4,917.0 $603K 0.01% NEW $122.67 +53.7%
810 PATHWARD FINANCIAL INC COM 8,493.0 $603K 0.01% NEW $71.00
811 CNXN PC CONNECTION INC COM Technology 10,436.0 $603K 0.01% NEW $57.76 +31.7%
812 PRLB PROTO LABS INC COM Industrials 11,886.0 $601K 0.01% NEW $50.59 +52.7%
813 HLIT HARMONIC INC COM Technology 60,708.0 $600K 0.01% NEW $9.89 +31.3%
814 GTY GETTY RLTY CORP NEW COM Real Estate 21,896.0 $599K 0.01% NEW $27.37 +25.8%
815 UVV UNIVERSAL CORP VA COM Consumer Defensive 11,533.0 $599K 0.01% NEW $51.96 -2.5%
816 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 12,560.0 $599K 0.01% NEW $47.70 -21.2%
817 COLL COLLEGIUM PHARMACEUTICAL INC C Healthcare 12,930.0 $599K 0.01% NEW $46.30 -20.7%
818 DGII DIGI INTL INC COM Technology 13,822.0 $598K 0.01% NEW $43.29 +47.8%
819 LQDT LIQUIDITY SVCS INC COM Consumer Cyclical 19,713.0 $598K 0.01% NEW $30.31 +30.8%
820 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 19,137.0 $596K 0.01% NEW $31.16 +24.1%
Page 41 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%