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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 57 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SPHD INVESCO EXCH TRADED FD TR II S 1,133.0 $54K 0.00% NEW $47.80 +8.7%
1122 MGY MAGNOLIA OIL GAS CORP CL A Energy 2,472.0 $54K 0.00% NEW $21.89 +21.9%
1123 PSKY PARAMOUNT SKYDANCE CORP COM CL Communication Services 3,994.0 $54K 0.00% NEW $13.40 -31.9%
1124 CHKP CHECK POINT SOFTWARE TECH LT O Technology 259.0 $48K 0.00% NEW $185.56 -26.2%
1125 CVI CVR ENERGY INC COM Energy 1,854.0 $47K 0.00% NEW $25.44 +32.0%
1126 IWB ISHARES TR RUS 1000 ETF 126.0 $47K 0.00% NEW $373.44 +10.2%
1127 SPIB SPDR SERIES TRUST STATE STREET 1,343.0 $45K 0.00% NEW $33.81 -1.8%
1128 RACE FERRARI N V COM Consumer Cyclical 120.0 $44K 0.00% NEW $369.56 -0.1%
1129 TLT PUT TLT 260618P00085000 250,000.0 $44K 0.00% NEW $0.18 +47721.6%
1130 HORIZON FDS MANAGED RISK ETF 1,477.0 $42K 0.00% NEW $28.14
1131 IBUY AMPLIFY ETF TR ONLIN RETL ETF 510.0 $38K NEW $74.44 -4.8%
1132 XT ISHARES TR FUTURE EXPONENTI 517.0 $36K NEW $69.74 +17.1%
1133 ARKK ARK ETF TR INNOVATION ETF 467.0 $36K NEW $76.92 +3.4%
1134 BCI ABRDN ETFS BBRG ALL COMD K1 1,797.0 $35K NEW $19.53 +20.8%
1135 COLB COLUMBIA BKG SYS INC COM Financial Services 1,231.0 $34K NEW $27.95 +15.4%
1136 VGT VANGUARD WORLD FD INF TECH ETF 45.0 $34K NEW $753.78 -84.5%
1137 JPIN J P MORGAN EXCHANGE TRADED F D 487.0 $33K NEW $68.14 +7.6%
1138 BWX SPDR SERIES TRUST BLOOMBERG IN 1,417.0 $32K NEW $22.53 -4.2%
1139 SFTX HORIZON FDS INTERNATIONAL MA A 1,235.0 $32K NEW $25.66 +18.3%
1140 SOLS SOLSTICE ADVANCED MATLS INC CO Basic Materials 647.0 $31K NEW $48.58 +30.4%
Page 57 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%