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Portfolio (Quarterly) Guide ↗

HORIZON BANCORP INC /IN/

· CIK 0000706129
13F Portfolio $208M AUM 206 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 58 Added 54 Reduced 7 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND Vanguard Bd Index Fds 624,975.0 $46.0M 22.14% +32K +5.3% $73.64 -0.5%
2 GVI Ishares Intermediate Government Credit ETF 298,301.0 $31.8M 15.31% +16K +5.5% $106.68 -0.6%
3 VUG Vanguard Index Funds Growth ETF 21,578.0 $9.4M 4.53% +322.0 +1.5% $436.79 -79.8%
4 TDTT Flexshares IBOXX 3 Year Target Date 366,585.0 $8.9M 4.28% +24K +7.1% $24.24 +0.1%
5 SKOR Flexshares Credit Scored US Corp Bond 179,879.0 $8.7M 4.21% +11K +6.4% $48.62 -0.2%
6 HYGV Flexshares High Yield VL ETF 129,425.0 $5.2M 2.49% +5K +3.7% $40.06 +0.6%
7 GUNR Flexshares Morningstar Global Ups 74,070.0 $4.1M 1.97% +15K +24.4% $55.16 -2.4%
8 AAPL Apple Inc Technology 5,830.0 $1.5M 0.71% +32.0 +0.6% $253.86 +22.4%
9 MSFT Microsoft Corp Technology 3,843.0 $1.4M 0.69% +22.0 +0.6% $370.28 +11.4%
10 VOT Vanguard Mid-Cap Growth Index 3,795.0 $977K 0.47% +162.0 +4.5% $257.44 +13.8%
11 AVGO Broadcom Ltd Technology 2,196.0 $680K 0.33% +1K +112.8% $309.65 +36.2%
12 MA Mastercard Inc Financial Services 1,277.0 $638K 0.31% +22.0 +1.8% $499.61 -0.9%
13 COST Costco Wholesale Corp Consumer Defensive 618.0 $616K 0.30% +13.0 +2.1% $996.76 +0.7%
14 TJX TJX Cos Inc Consumer Cyclical 2,657.0 $424K 0.20% +48.0 +1.8% $159.58 -1.6%
15 SCHW Charles Schwab Corp Financial Services 3,938.0 $370K 0.18% +741.0 +23.2% $93.96 -8.9%
16 CENCORA INC 1,077.0 $338K 0.16% +17.0 +1.6% $313.83
17 CRM Salesforce Com Inc Technology 1,681.0 $314K 0.15% +472.0 +39.0% $186.79 -5.0%
18 CVX Chevron Corp Energy 1,519.0 $314K 0.15% +125.0 +9.0% $206.71 -11.8%
19 GSK GSK PLC ADr Healthcare 5,540.0 $306K 0.15% +2K +40.6% $55.23 -6.6%
20 KO Coca Cola CO Consumer Defensive 4,015.0 $305K 0.15% +40.0 +1.0% $75.97 +7.4%
Page 1 of 3  ·  58 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 34.4%
Technology 21.5%
Healthcare 11.3%
Industrials 8.1%
Communication Services 6.8%
Consumer Cyclical 6.3%
Consumer Defensive 3.5%
Energy 3.2%
Utilities 2.7%
Basic Materials 1.6%