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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 67 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 300.0 $876.0 NEW $2.92 +5.8%
1322 IWS ISHARES TR RUS MDCP VAL ETF 6.0 $874.0 NEW $145.67 +13.6%
1323 EWG ISHARES INC MSCI GERMANY ETF 22.0 $873.0 +6.0 +37.5% $39.68 +4.3%
1324 FRHC FREEDOM HOLDING CORP COM Financial Services 6.0 $869.0 NEW $144.83 +2.8%
1325 EWQ ISHARES INC MSCI FRANCE ETF 20.0 $868.0 NEW $43.40 +3.8%
1326 IWF ISHARES TR RUS 1000 GRW ETF 8.0 $853.0 +4.0 +100.0% $106.62 +15.6%
1327 EQNR EQUINOR ASA SPONSORED ADR Energy 20.0 $844.0 NEW $42.20 -14.2%
1328 ZS ZSCALER INC COM Technology 6.0 $842.0 +2.0 +50.0% $140.33 +8.4%
1329 ZAP GLOBAL X FDS U S ELECTRIFICAT 26.0 $833.0 +13.0 +100.0% $32.04 +5.7%
1330 ZG ZILLOW GROUP INC CL A Communication Services 20.0 $828.0 NEW $41.40 -23.2%
1331 THNQ EXCHANGE TRADED CONCEPTS TRU R 14.0 $826.0 +7.0 +100.0% $59.00 +49.5%
1332 FRPT FRESHPET INC COM Consumer Defensive 14.0 $825.0 +7.0 +100.0% $58.93 -8.0%
1333 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 4.0 $793.0 -820.0 -99.5% $198.25 +6.6%
1334 IYR ISHARES TR U.S. REAL ES ETF 8.0 $756.0 +4.0 +100.0% $94.50 +9.6%
1335 JEF JEFFERIES FINANCIAL GROUP IN C Financial Services 18.0 $743.0 NEW $41.28 +30.7%
1336 TLK TELEKOMUNIKASI IND SPONSORED A Communication Services 38.0 $710.0 NEW $18.68 -24.4%
1337 LNC LINCOLN NATL CORP IND COM Financial Services 20.0 $701.0 +10.0 +100.0% $35.05 +17.7%
1338 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 32.0 $687.0 NEW $21.47 -21.1%
1339 KNSL KINSALE CAP GROUP INC COM Financial Services 2.0 $683.0 NEW $341.50 -1.3%
1340 NGG NATIONAL GRID PLC SPONSORED AD Utilities 8.0 $677.0 NEW $84.62 -1.4%
Page 67 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%