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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 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYZ Invesco Dwa Basic Materials 157.0 $17K 0.01% NEW $108.28 +19.8%
142 PJP Invesco Dynamic Pharmaceuticals 148.0 $15K 0.01% NEW $101.35 +8.4%
143 PEP Pepsico Inc Consumer Defensive 104.0 $15K 0.01% NEW $144.23 +2.4%
144 DTE DTE Energy Utilities 110.0 $14K 0.01% NEW $127.27 +14.1%
145 QQQ Invesco QQQ Tr ETF Financial Services 22.0 $14K 0.01% NEW $636.36 +14.6%
146 CDW CDW Corp Technology 98.0 $13K 0.01% NEW $132.65 -13.9%
147 CARR Carrier Global Corporation Industrials 242.0 $13K 0.01% NEW $53.72 +20.1%
148 HAL Halliburton CO Energy 469.0 $13K 0.01% NEW $27.72 +42.9%
149 GWW Grainger Inc Industrials 12.0 $12K 0.01% NEW $1000.00 +24.6%
150 ED Consolidated Edison Inc Utilities 108.0 $11K 0.01% NEW $101.85 +6.0%
151 KRE ST STR SPDR S&P REGIONAL BANKING ETF 176.0 $11K 0.01% NEW $62.50 +11.3%
152 VTRS Viatris Inc Healthcare 864.0 $11K 0.01% NEW $12.73 +28.0%
153 COP Conocophillips Energy 108.0 $10K 0.01% NEW $92.59 +24.3%
154 FNWD Finward Bancorp Financial Services 268.0 $9K 0.00% NEW $33.58 -2.5%
155 OXY Occidental Petroleum Corp Energy 225.0 $9K 0.00% NEW $40.00 +42.2%
156 DOW Dow Inc Basic Materials 335.0 $8K 0.00% NEW $23.88 +44.4%
157 GLD SPDR Gold Shares Financial Services 20.0 $8K 0.00% NEW $400.00 +2.1%
158 PEG Public Svc Enterprise Grp Inc Utilities 90.0 $7K 0.00% NEW $77.78 +2.6%
159 DTM DT Midstream Inc Energy 49.0 $6K 0.00% NEW $122.45 +18.5%
160 RGLD Royal Gold Inc/sh Basic Materials 29.0 $6K 0.00% NEW $206.90 +5.5%
Page 8 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%