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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 42 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 NBTB NBT BANCORP INC COM Financial Services 14,343.0 $596K 0.01% NEW $41.52 +23.6%
822 ALG ALAMO GROUP INC COM Industrials 3,553.0 $595K 0.01% NEW $167.57 -3.1%
823 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 15,661.0 $595K 0.01% NEW $38.01 +19.8%
824 SMP STANDARD MTR PRODS INC COM Consumer Cyclical 16,148.0 $595K 0.01% NEW $36.85 +3.0%
825 WDFC WD 40 CO COM Basic Materials 3,034.0 $594K 0.01% NEW $195.92 +27.3%
826 UHT UNIVERSAL HEALTH RLTY INCOME S Real Estate 15,147.0 $594K 0.01% NEW $39.21 +9.0%
827 KLIC KULICKE SOFFA INDS INC COM Technology 12,989.0 $592K 0.01% NEW $45.56 +135.8%
828 KN KNOWLES CORP COM Technology 27,596.0 $591K 0.01% NEW $21.43 +67.8%
829 LZB LA Z BOY INC COM Consumer Cyclical 15,863.0 $591K 0.01% NEW $37.27 +7.2%
830 SCSC SCANSOURCE INC COM Technology 15,039.0 $587K 0.01% NEW $39.06 +36.6%
831 FDP FRESH DEL MONTE PRODUCE INC OR Consumer Defensive 16,459.0 $586K 0.01% NEW $35.63 -18.0%
832 ADUS ADDUS HOMECARE CORP COM Healthcare 5,457.0 $586K 0.01% NEW $107.39 +2.6%
833 JBSS SANFILIPPO JOHN B SON INC COM Consumer Defensive 8,298.0 $586K 0.01% NEW $70.60 +17.9%
834 EZPW EZCORP INC CL A NON VTG Financial Services 30,136.0 $585K 0.01% NEW $19.42 +68.8%
835 PFBC PREFERRED BK LOS ANGELES CA CO Financial Services 6,231.0 $583K 0.01% NEW $93.64 +14.0%
836 HAFC HANMI FINL CORP COM NEW Financial Services 21,543.0 $582K 0.01% NEW $27.03 +19.7%
837 STBA S T BANCORP INC COM Financial Services 14,774.0 $581K 0.01% NEW $39.35 +25.4%
838 FFBC FIRST FINL BANCORP OH COM Financial Services 23,214.0 $581K 0.01% NEW $25.02 +39.1%
839 GIII G III APPAREL GROUP LTD COM Consumer Cyclical 20,033.0 $580K 0.01% NEW $28.96 +21.6%
840 GDYN GRID DYNAMICS HLDGS INC CL A Technology 64,211.0 $580K 0.01% NEW $9.03 -36.4%
Page 42 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%