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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 10 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PPA Invesco Aerospace & Defense ETF 10.0 $2K 0.00% $200.00 -12.1%
182 IJR Ishares Core S&P Smallcap ETF 15.0 $2K 0.00% $133.33 +3.9%
183 PPL PPL Corp Utilities 42.0 $2K 0.00% $47.62 -24.8%
184 QSR Restaurant Brands Intl Inc Consumer Cyclical 31.0 $2K 0.00% NEW $64.52 +15.4%
185 RWO SPDR Dow Jones Global Real Estate ETF 41.0 $2K 0.00% NEW $48.78 +1.5%
186 SPYV State Street SPDR Portfolio S&P 500 Value ETF 36.0 $2K 0.00% $55.56 +9.7%
187 SPYM State Street SPDR Portfolio S&P 500 ETF 29.0 $2K 0.00% $68.97 +28.1%
188 MOO Vaneck ETF Trust AgriBusiness 23.0 $2K 0.00% +11.0 +91.7% $86.96 -7.7%
189 WAT Waters Corp Healthcare 7.0 $2K 0.00% NEW $285.71 +25.8%
190 CC Chemours CO Com Basic Materials 40.0 $1K $25.00 -10.4%
191 EIX Edison Intl Utilities 7.0 $1K $142.86 -50.0%
192 FTRE Fortrea Holdings Inc Healthcare 128.0 $1K $7.81 +84.1%
193 PXI Invesco Dwa Energy Momentum ETF 14.0 $1K $71.43 -19.0%
194 XT Ishares Exponential Technologies ETF 17.0 $1K $58.82 +40.1%
195 EL Estee Lauder Cos Inc Consumer Defensive 13.0 $1K $76.92 +17.7%
196 MSM Msc Industrial Direct Inc Cl A Industrials 6.0 $1K NEW $166.67 -35.9%
197 MCHP Microchip Technology Inc. Technology 17.0 $1K -18.0 -51.4% $58.82 +59.8%
198 XLRE State Street Real Estate Sel Sector SPDR ETF 36.0 $1K $27.78 +60.1%
199 WEN Wendys Co Com Consumer Cyclical 124.0 $1K NEW $8.06 -7.6%
200 MJ Amplify Etf Tr/amplify Alternative 1.0
Page 10 of 11  ·  206 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%