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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 69 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 14.0 $538.0 NEW $38.43 -14.3%
1362 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 24.0 $534.0 -55K -100.0% $22.25 +14.6%
1363 SMMT SUMMIT THERAPEUTICS INC COM Healthcare 28.0 $531.0 NEW $18.96 -18.4%
1364 DOX AMDOCS LTD SHS Technology 8.0 $522.0 NEW $65.25 -20.4%
1365 HMY HARMONY GOLD MNG LTD SPONSORED Basic Materials 34.0 $512.0 NEW $15.06 +1.2%
1366 XBI SPDR SERIES TRUST STATE STREET 4.0 $511.0 +2.0 +100.0% $127.75 +21.8%
1367 FNV FRANCO NEV CORP COM Basic Materials 2.0 $494.0 NEW $247.00 -17.8%
1368 SBSW SIBANYE STILLWATER LTD SPONSOR Basic Materials 40.0 $493.0 NEW $12.32 -30.5%
1369 MDB MONGODB INC CL A Technology 2.0 $490.0 +1.0 +100.0% $245.00 +40.7%
1370 AGO ASSURED GUARANTY LTD COM Financial Services 6.0 $489.0 NEW $81.50 +1.4%
1371 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 8.0 $475.0 NEW $59.38 +9.3%
1372 KD KYNDRYL HLDGS INC COMMON STOCK Technology 36.0 $472.0 +15.0 +71.4% $13.11 -11.4%
1373 ENTG ENTEGRIS INC COM Technology 4.0 $469.0 NEW $117.25 +19.9%
1374 BOTZ GLOBAL X FDS RBTCS ARTFL INTE 14.0 $465.0 +7.0 +100.0% $33.21 +8.0%
1375 RLI RLI CORP COM Financial Services 8.0 $456.0 NEW $57.00 +5.5%
1376 SLM SLM CORP COM Financial Services 20.0 $428.0 NEW $21.40 +19.3%
1377 RB GLOBAL INC COM 4.0 $383.0 NEW $95.75
1378 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 4.0 $371.0 NEW $92.75 +44.4%
1379 MLR MILLER INDS INC TENN COM NEW Consumer Cyclical 8.0 $364.0 NEW $45.50 +7.7%
1380 ARCC ARES CAPITAL CORP COM Financial Services 20.0 $360.0 +6.0 +42.9% $18.00 +4.4%
Page 69 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%