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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $8.9B AUM 1,433 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 829 Added 341 Reduced 117 Exited
Page 65 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 34.0 $2K NEW $49.79 -14.8%
1282 ZTO ZTO EXPRESS CAYMAN INC SPONSOR Industrials 68.0 $2K NEW $24.76 -3.0%
1283 EDEN ISHARES TR MSCI DENMARK ETF 16.0 $2K +11.0 +220.0% $104.69 +9.6%
1284 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 174.0 $2K +87.0 +100.0% $9.42 +91.4%
1285 TS TENARIS S A SPONSORED ADS Energy 28.0 $2K NEW $58.18 -3.2%
1286 VKTX VIKING THERAPEUTICS INC COM Healthcare 50.0 $2K +39.0 +354.6% $32.54 +16.7%
1287 PFFD GLOBAL X FDS US PFD ETF 88.0 $2K +23.0 +35.4% $18.20 +2.0%
1288 CRS CARPENTER TECHNOLOGY CORP COM Industrials 4.0 $2K -1K -99.6% $394.00 +46.4%
1289 EWZ ISHARES INC MSCI BRAZIL ETF 40.0 $2K +16.0 +66.7% $38.40 -6.2%
1290 MTUM ISHARES TR MSCI USA MMENTM 6.0 $1K -1.0 -14.3% $240.00 +33.2%
1291 FXI ISHARES TR CHINA LG-CAP ETF 40.0 $1K +21.0 +110.5% $35.90 -5.9%
1292 AMERICA MOVIL SAB DE CV SPON A 56.0 $1K NEW $25.48
1293 VNQ VANGUARD INDEX FDS REAL ESTATE 16.0 $1K +8.0 +100.0% $88.69 +10.0%
1294 VEEV VEEVA SYS INC CL A COM Healthcare 8.0 $1K +7.0 +700.0% $175.62 +9.9%
1295 ACWI ISHARES TR MSCI ACWI ETF 10.0 $1K NEW $138.40 +13.4%
1296 HUSV FIRST TR EXCH TRADED FD III HO 36.0 $1K +18.0 +100.0% $38.36 +4.1%
1297 PBR PETROLEO BRASILEIRO S A SPONSO Energy 66.0 $1K +11.0 +20.0% $20.52 -12.6%
1298 IBB ISHARES TR ISHARES BIOTECH 8.0 $1K NEW $168.88 +11.7%
1299 PEN PENUMBRA INC COM Healthcare 4.0 $1K -15K -100.0% $328.25 -3.7%
1300 IDV ISHARES TR INTL SEL DIV ETF 30.0 $1K +19.0 +172.7% $42.57 -0.1%
Page 65 of 71  ·  1,404 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 28.5%
Financial Services 11.8%
Industrials 11.2%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.2%
Energy 6.7%
Consumer Defensive 6.1%
Basic Materials 3.7%
Utilities 2.8%