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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 9 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RWX Spdr Ix Shs Fun/Dow Jones Intl Rl ETF 208.0 $6K 0.00% NEW $28.85 -4.4%
162 HCA HCA Healthcare Inc Healthcare 10.0 $5K 0.00% NEW $500.00 -21.6%
163 SOLV Solventum Corp Healthcare 62.0 $5K 0.00% NEW $80.65 -5.9%
164 WEC Wec Energy Group Inc Utilities 51.0 $5K 0.00% NEW $98.04 +15.2%
165 IFF International Flavors & Fragrance Basic Materials 64.0 $4K 0.00% NEW $62.50 +23.2%
166 VZ Verizon Communications Inc Communication Services 103.0 $4K 0.00% NEW $38.83 +24.2%
167 SBUX Starbucks Corp Consumer Cyclical 30.0 $3K 0.00% NEW $100.00 +2.1%
168 FTRE Fortrea Holdings Inc Healthcare 128.0 $2K 0.00% NEW $15.62 -14.1%
169 DOC Healthpeak Pptys Inc Real Estate 133.0 $2K 0.00% NEW $15.04 +32.1%
170 PPA Invesco Aerospace & Defense ETF 10.0 $2K 0.00% NEW $200.00 -12.8%
171 IJR Ishares Core S&P Smallcap ETF 15.0 $2K 0.00% NEW $133.33 +4.7%
172 MCHP Microchip Technology Inc. Technology 35.0 $2K 0.00% NEW $57.14 +69.5%
173 SPYV State Street SPDR Portfolio S&P 500 Value ETF 36.0 $2K 0.00% NEW $55.56 +10.0%
174 SPYM State Street SPDR Portfolio S&P 500 ETF 29.0 $2K 0.00% NEW $68.97 +28.1%
175 EVV Eaton Vance Ltd Duration Incom Financial Services 42.0 $1K NEW $23.81 -60.9%
176 EIX Edison Intl Utilities 7.0 $1K NEW $142.86 -49.8%
177 GEHC GE Healthcare Technologies Inc Healthcare 13.0 $1K NEW $76.92 -17.0%
178 PXI Invesco Dwa Energy Momentum ETF 14.0 $1K NEW $71.43 -19.2%
179 XT Ishares Exponential Technologies ETF 17.0 $1K NEW $58.82 +39.7%
180 KHC Kraft Heinz Company Consumer Defensive 45.0 $1K NEW $22.22 +9.7%
Page 9 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%