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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 9 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FNWD Finward Bancorp Financial Services 268.0 $10K 0.01% $37.31 -12.9%
162 OXY Occidental Petroleum Corp Energy 150.0 $10K 0.01% -75.0 -33.3% $66.67 -13.3%
163 VEA Vanguard FTSE Developed Markets ETF 158.0 $10K 0.01% NEW $63.29 +13.2%
164 ED Consolidated Edison Inc Utilities 72.0 $8K 0.00% -36.0 -33.3% $111.11 -4.2%
165 SPSB SPDR Short Term Corporate Bond ETF 252.0 $8K 0.00% NEW $31.75 -5.4%
166 DOW Dow Inc Basic Materials 179.0 $7K 0.00% -156.0 -46.6% $39.11 -10.5%
167 BYLD iShares Yield Optimized Bond ETF 332.0 $7K 0.00% NEW $21.08 +7.4%
168 RGLD Royal Gold Inc/sh Basic Materials 29.0 $7K 0.00% $241.38 -8.7%
169 VWO Vanguard Ftse Emerging Markets 123.0 $7K 0.00% +96.0 +355.6% $56.91 +5.4%
170 IWR iShares Russell Midcap ETF 59.0 $6K 0.00% NEW $101.69 +5.5%
171 RWX STATE ST SPDR DOW JONES INTL REAL ESTATE ETF 208.0 $6K 0.00% $28.85 -4.0%
172 GIS General Mills Inc Consumer Defensive 133.0 $5K 0.00% NEW $37.59 -9.7%
173 IFF International Flavors & Fragrance Basic Materials 64.0 $5K 0.00% $78.12 +0.0%
174 PEG Public Svc Enterprise Grp Inc Utilities 60.0 $5K 0.00% -30.0 -33.3% $83.33 -4.8%
175 VZ Verizon Communications Inc Communication Services 103.0 $5K 0.00% $48.54 -1.0%
176 DTM DT Midstream Inc Energy 33.0 $4K 0.00% -16.0 -32.6% $121.21 +19.1%
177 SOLV Solventum Corp Healthcare 62.0 $4K 0.00% $64.52 +16.9%
178 WEC Wec Energy Group Inc Utilities 34.0 $4K 0.00% -17.0 -33.3% $117.65 -4.7%
179 GEHC GE Healthcare Technologies Inc Healthcare 29.0 $2K 0.00% +16.0 +123.1% $68.97 -8.6%
180 DOC Healthpeak Pptys Inc Real Estate 133.0 $2K 0.00% $15.04 +30.6%
Page 9 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%