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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTU Intuit Technology 425.0 $184K 0.09% +9.0 +2.2% $432.94 -28.9%
42 PG Procter & Gamble CO Consumer Defensive 1,264.0 $183K 0.09% +17.0 +1.4% $144.78 +1.9%
43 PANW Palo Alto Networks Inc Technology 1,138.0 $182K 0.09% +49.0 +4.5% $159.93 +55.4%
44 YUM Yum Brands Inc Consumer Cyclical 1,113.0 $173K 0.08% +39.0 +3.6% $155.44 -2.2%
45 BDX Becton Dickinson & Co Healthcare 1,068.0 $168K 0.08% +227.0 +27.0% $157.30 -6.4%
46 ACN Accenture PLC Technology 816.0 $162K 0.08% +25.0 +3.2% $198.53 -11.2%
47 ZBH Zimmer Biomet Holdings Inc Healthcare 1,731.0 $157K 0.08% +11.0 +0.6% $90.70 -9.0%
48 ADBE Adobe Systems Inc Technology 620.0 $151K 0.07% +9.0 +1.5% $243.55 -2.2%
49 INTC Intel Corp Technology 3,214.0 $142K 0.07% +20.0 +0.6% $44.18 +175.6%
50 MCD McDonalds Corp Consumer Cyclical 448.0 $139K 0.07% +141.0 +45.9% $310.27 -9.5%
51 BBWI Bath & Body Works Inc Consumer Cyclical 5,692.0 $106K 0.05% +188.0 +3.4% $18.62 +4.4%
52 NKE Nike Inc Consumer Cyclical 1,902.0 $100K 0.05% +44.0 +2.4% $52.58 -12.5%
53 PEP Pepsico Inc Consumer Defensive 504.0 $78K 0.04% +400.0 +384.6% $154.76 -4.5%
54 VDC Vanguard Consumer Staples ETF 300.0 $67K 0.03% +12.0 +4.2% $223.33 +2.4%
55 WFC Wells Fargo & CO Financial Services 354.0 $28K 0.01% +99.0 +38.8% $79.10 -3.8%
56 VWO Vanguard Ftse Emerging Markets 123.0 $7K 0.00% +96.0 +355.6% $56.91 +5.9%
57 MOO Vaneck ETF Trust AgriBusiness 23.0 $2K 0.00% +11.0 +91.7% $86.96 -7.5%
58 GEHC GE Healthcare Technologies Inc Healthcare 29.0 $2K 0.00% +16.0 +123.1% $68.97 -7.4%
Page 3 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%