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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 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTVA Corteva Inc Com Basic Materials 4,679.0 $392K 0.19% -116.0 -2.4% $83.78 -3.8%
42 SCHW Charles Schwab Corp Financial Services 3,938.0 $370K 0.18% +741.0 +23.2% $93.96 -9.6%
43 ADI Analog Devices Technology 1,126.0 $358K 0.17% -301.0 -21.1% $317.94 +31.7%
44 CENCORA INC 1,077.0 $338K 0.16% +17.0 +1.6% $313.83
45 CVX Chevron Corp Energy 1,519.0 $314K 0.15% +125.0 +9.0% $206.71 -11.5%
46 CRM Salesforce Com Inc Technology 1,681.0 $314K 0.15% +472.0 +39.0% $186.79 -5.6%
47 BLD Topbuild Corp/sh Industrials 891.0 $313K 0.15% $351.29 +19.5%
48 GSK GSK PLC ADr Healthcare 5,540.0 $306K 0.15% +2K +40.6% $55.23 -6.9%
49 KO Coca Cola CO Consumer Defensive 4,015.0 $305K 0.15% +40.0 +1.0% $75.97 +6.0%
50 CAT Caterpillar Inc Del Industrials 428.0 $303K 0.15% -122.0 -22.2% $707.94 +26.6%
51 C Citigroup Inc New Financial Services 2,636.0 $299K 0.14% +92.0 +3.6% $113.43 +9.4%
52 BA Boeing Co Industrials 1,493.0 $297K 0.14% +45.0 +3.1% $198.93 +14.9%
53 MDT Medtronic PLC Healthcare 3,431.0 $297K 0.14% +1K +62.1% $86.56 -12.9%
54 ABBV Abbvie Inc Healthcare 1,338.0 $291K 0.14% -362.0 -21.3% $217.49 +0.5%
55 ETN Eaton Corp PLC Shs Industrials 797.0 $285K 0.14% +185.0 +30.2% $357.59 +12.7%
56 CVS CVS Health Corp Healthcare 3,937.0 $283K 0.14% +146.0 +3.9% $71.88 +28.5%
57 BX Blackstone Group Inc Financial Services 2,419.0 $278K 0.13% +32.0 +1.3% $114.92 +0.8%
58 NFLX Netflix Inc Communication Services 2,766.0 $266K 0.13% +1K +65.5% $96.17 -10.4%
59 GD General Dynamics Corp Industrials 775.0 $266K 0.13% $343.23 +1.9%
60 SLB SLB Limited Energy 4,930.0 $253K 0.12% +1K +36.4% $51.32 +7.8%
Page 3 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%