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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 47 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FLOT ISHARES TR FLTG RATE NT ETF 5,335.0 $271K 0.00% NEW $50.86 +0.2%
922 ORI OLD REP INTL CORP COM Financial Services 6,283.0 $271K 0.00% NEW $43.14 -5.6%
923 HOLOGIC INC COM 3,622.0 $270K 0.00% NEW $74.49
924 LNT ALLIANT ENERGY CORP COM Utilities 4,143.0 $269K 0.00% NEW $65.01 +16.2%
925 UNM UNUM GROUP COM Financial Services 3,464.0 $268K 0.00% NEW $77.50 +15.0%
926 DOW DOW INC COM Basic Materials 11,378.0 $266K 0.00% NEW $23.38 +25.5%
927 DT DYNATRACE INC COM NEW Technology 6,110.0 $265K 0.00% NEW $43.34 +4.7%
928 SEIC SEI INVTS CO COM Financial Services 3,222.0 $264K 0.00% NEW $82.02 +19.3%
929 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 5,625.0 $263K 0.00% NEW $46.68 -14.9%
930 COOPER COS INC COM 3,180.0 $261K 0.00% NEW $81.96
931 J JACOBS SOLUTIONS INC COM Industrials 1,949.0 $258K 0.00% NEW $132.46 -1.6%
932 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 2,509.0 $258K 0.00% NEW $102.89 -26.9%
933 CLH CLEAN HARBORS INC COM Industrials 1,090.0 $256K 0.00% NEW $234.48 +29.3%
934 MTCH MATCH GROUP INC NEW COM Communication Services 7,962.0 $256K 0.00% NEW $32.10 +22.6%
935 FOXA FOX CORP CL A COM Communication Services 3,482.0 $254K 0.00% NEW $73.07 -23.6%
936 TXT TEXTRON INC COM Industrials 2,906.0 $253K 0.00% NEW $87.17 +1.6%
937 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 2,440.0 $253K 0.00% NEW $103.67 +3.6%
938 BALL BALL CORP COM Consumer Cyclical 4,762.0 $252K 0.00% NEW $52.97 +13.8%
939 BEN FRANKLIN RESOURCES INC COM Financial Services 10,471.0 $250K 0.00% NEW $23.89 +41.1%
940 POOL POOL CORP COM Industrials 1,081.0 $247K 0.00% NEW $228.75 -12.0%
Page 47 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%