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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 48 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HRL HORMEL FOODS CORP COM Consumer Defensive 10,433.0 $244K 0.00% NEW $23.40 +8.7%
942 NET CLOUDFLARE INC CL A COM Technology 1,222.0 $241K 0.00% NEW $197.15 +38.5%
943 VTRS VIATRIS INC COM Healthcare 19,055.0 $237K 0.00% NEW $12.45 +32.2%
944 WSBC WESBANCO INC COM Financial Services 7,123.0 $237K 0.00% NEW $33.24 +18.9%
945 GEN GEN DIGITAL INC COM Technology 8,694.0 $236K 0.00% NEW $27.19 -2.6%
946 RRC RANGE RES CORP COM Energy 6,456.0 $228K 0.00% NEW $35.26 +1.1%
947 WWD WOODWARD INC COM Industrials 721.0 $218K 0.00% NEW $302.32 +31.2%
948 HL HECLA MNG CO COM Basic Materials 11,335.0 $218K 0.00% NEW $19.19 -22.3%
949 BURL BURLINGTON STORES INC COM Consumer Cyclical 728.0 $210K 0.00% NEW $288.85 +18.4%
950 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 1,451.0 $210K 0.00% NEW $144.83 +3.8%
951 WPC WP CAREY INC COM Real Estate 3,193.0 $206K 0.00% NEW $64.36 +12.6%
952 SPSM SPDR SERIES TRUST STATE STREET 4,381.0 $205K 0.00% NEW $46.86 +21.0%
953 IVE ISHARES TR SP 500 VAL ETF 946.0 $201K 0.00% NEW $212.07 +8.5%
954 CTRE CARETRUST REIT INC COM Real Estate 5,509.0 $199K 0.00% NEW $36.16 +12.1%
955 HLI HOULIHAN LOKEY INC CL A Financial Services 1,133.0 $197K 0.00% NEW $174.19 -19.4%
956 HALO HALOZYME THERAPEUTICS INC COM Healthcare 2,908.0 $196K 0.00% NEW $67.30 +12.3%
957 AIZ ASSURANT INC COM Financial Services 812.0 $196K 0.00% NEW $240.85 +14.2%
958 SCI SERVICE CORP INTL COM Consumer Cyclical 2,489.0 $194K 0.00% NEW $77.97 +1.7%
959 APG API GROUP CORP COM STK Industrials 5,047.0 $193K 0.00% NEW $38.26 +5.5%
960 BND VANGUARD BD INDEX FDS TOTAL BN 2,572.0 $191K 0.00% NEW $74.07 -1.7%
Page 48 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%