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Portfolio (Quarterly) Guide ↗

HORIZON BANCORP INC /IN/

· CIK 0000706129
13F Portfolio $205M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 194 New
Page 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ Mondelez International Inc Consumer Defensive 3,337.0 $180K 0.09% NEW $53.94 +15.4%
82 PG Procter & Gamble CO Consumer Defensive 1,247.0 $179K 0.09% NEW $143.54 +1.5%
83 SDY State Street SPDR S&P Dividend ETF 1,286.0 $179K 0.09% NEW $139.19 +7.9%
84 BIIB Biogen Inc Healthcare 982.0 $173K 0.08% NEW $176.17 +11.1%
85 EOG EOG Resources Inc Com Energy 1,586.0 $167K 0.08% NEW $105.30 +28.0%
86 BDX Becton Dickinson & Co Healthcare 841.0 $163K 0.08% NEW $193.82 -25.0%
87 LLY Lilly Eli & CO Healthcare 152.0 $163K 0.08% NEW $1072.37 +5.2%
88 YUM Yum Brands Inc Consumer Cyclical 1,074.0 $162K 0.08% NEW $150.84 -0.4%
89 NFLX Netflix Inc Communication Services 1,671.0 $157K 0.08% NEW $93.96 -8.8%
90 ZBH Zimmer Biomet Holdings Inc Healthcare 1,720.0 $155K 0.07% NEW $90.12 -8.3%
91 XLU State Street Utilities Select Sector SPDR ETF 3,610.0 $154K 0.07% NEW $42.66 +5.1%
92 BMY Bristol Myers Squibb Co Healthcare 2,702.0 $146K 0.07% NEW $54.03 +5.2%
93 XLE State Street Energy Select Sector SPDR ETF 3,166.0 $142K 0.07% NEW $44.85 +27.5%
94 V Visa Inc Cl A Financial Services 400.0 $140K 0.07% NEW $350.00 -8.0%
95 SLB SLB Limited Energy 3,615.0 $139K 0.07% NEW $38.45 +44.7%
96 VCR Vanguard Consumer Discretionary 329.0 $130K 0.06% NEW $395.14 +2.2%
97 INTC Intel Corp Technology 3,194.0 $118K 0.06% NEW $36.94 +229.1%
98 NKE Nike Inc Consumer Cyclical 1,858.0 $118K 0.06% NEW $63.51 -25.5%
99 SCZ Ishares Trust EAFE Small Cap ETF 1,455.0 $113K 0.06% NEW $77.66 +11.0%
100 BBWI Bath & Body Works Inc Consumer Cyclical 5,504.0 $111K 0.05% NEW $20.17 -1.1%
Page 5 of 10  ·  194 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 35.2%
Technology 23.7%
Healthcare 10.5%
Industrials 8.0%
Communication Services 7.2%
Consumer Cyclical 6.2%
Consumer Defensive 2.9%
Utilities 2.3%
Energy 2.1%
Basic Materials 1.3%