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Portfolio (Quarterly) Guide ↗

Horizon Wealth Management, LLC

· CIK 0001815123
13F Portfolio $644M AUM 127 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 19 Reduced 13 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BX BLACKSTONE INC Financial Services 1,439.0 $222K 0.03% -57.0 -3.8% $154.18 -23.1%
122 VV VANGUARD INDEX FDS 695.0 $219K 0.03% $314.80 +8.5%
123 PEP PEPSICO INC Consumer Defensive 1,485.0 $213K 0.03% NEW $143.57 +3.7%
124 SBUX STARBUCKS CORP Consumer Cyclical 2,499.0 $210K 0.03% -224.0 -8.2% $84.22 +26.5%
125 NUVEEN S&P 500 BUY-WRITE INC 11,660.0 $171K 0.03% $14.70
126 ACTG ACACIA RESH CORP Industrials 10,000.0 $37K 0.01% $3.74 +22.5%
127 CNDT CONDUENT INC Technology 10,042.0 $19K 0.00% $1.92 -16.7%
Page 7 of 7  ·  127 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
Financial Services 58.5%
Technology 21.0%
Communication Services 6.1%
Consumer Cyclical 5.6%
Industrials 3.2%
Healthcare 2.5%
Consumer Defensive 1.5%
Utilities 0.9%
Energy 0.7%