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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 68 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SINOVAC BIOTECH LTD SHS 104.0 $673.0 +52.0 +100.0% $6.47
1342 WH WYNDHAM HOTELS RESORTS INC CO Consumer Cyclical 8.0 $650.0 NEW $81.25 -4.5%
1343 MTZ MASTEC INC COM Industrials 2.0 $643.0 +1.0 +100.0% $321.50 +13.6%
1344 IAG IAMGOLD CORP COM Basic Materials 34.0 $640.0 NEW $18.82 -20.4%
1345 TLN TALEN ENERGY CORP COM Utilities 2.0 $638.0 +1.0 +100.0% $319.00 +24.4%
1346 SNN SMITH NEPHEW PLC SPDN ADR NEW Healthcare 20.0 $636.0 NEW $31.80 -6.2%
1347 CANADIAN PACIFIC KANSAS CITY C 8.0 $629.0 NEW $78.62
1348 WEX WEX INC COM Technology 4.0 $612.0 +2.0 +100.0% $153.00 +1.4%
1349 GEL GENESIS ENERGY L P UNIT LTD PA Energy 34.0 $606.0 +17.0 +100.0% $17.82 -18.2%
1350 BOH BANK HAWAII CORP COM Financial Services 8.0 $594.0 +4.0 +100.0% $74.25 +10.5%
1351 UEC URANIUM ENERGY CORP COM Energy 44.0 $594.0 NEW $13.50 -23.0%
1352 LTM LATAM AIRLINES GROUP SA SPONSO Industrials 12.0 $592.0 NEW $49.33 +8.5%
1353 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 8.0 $591.0 +5.0 +166.7% $73.88 +1.0%
1354 GIB CGI INC CL A SUB VTG Technology 8.0 $585.0 NEW $73.12 -10.3%
1355 MP MP MATERIALS CORP COM CL A Basic Materials 12.0 $579.0 NEW $48.25 +5.3%
1356 SHLD GLOBAL X FDS DEFENSE TECH ETF 8.0 $567.0 +4.0 +100.0% $70.88 -15.0%
1357 ORI OLD REP INTL CORP COM Financial Services 14.0 $559.0 -6K -99.8% $39.93 +3.7%
1358 MGA MAGNA INTL INC COM Consumer Cyclical 10.0 $558.0 NEW $55.80 +15.8%
1359 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 10.0 $556.0 NEW $55.60 -7.3%
1360 VHT VANGUARD WORLD FD HEALTH CAR E 2.0 $545.0 NEW $272.50 +9.6%
Page 68 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%