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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $8.9B AUM 1,433 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 224 New 829 Added 341 Reduced 117 Exited
Page 10 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLE SELECT SECTOR SPDR TR STATE ST 107,216.0 $6.6M 0.07% +39K +57.3% $61.26 -7.0%
182 SNPS SYNOPSYS INC COM Technology 16,387.0 $6.5M 0.07% +10K +145.8% $396.48 +7.4%
183 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 11,244.0 $6.5M 0.07% +5K +87.2% $577.18 +24.7%
184 SWK STANLEY BLACK DECKER INC COM Industrials 91,113.0 $6.5M 0.07% +10K +12.7% $71.06 +23.0%
185 PJUL INNOVATOR ETFS TRUST US EQTY P 140,610.0 $6.5M 0.07% +81K +134.7% $45.97 +6.6%
186 LECO LINCOLN ELEC HLDGS INC COM Industrials 25,857.0 $6.4M 0.07% +803.0 +3.2% $249.08 +1.4%
187 APOS APOLLO GLOBAL MGMT INC COM Financial Services 57,742.0 $6.4M 0.07% +35K +158.3% $111.42 -77.1%
188 PJAN INNOVATOR ETFS TRUST US EQTY P 138,594.0 $6.4M 0.07% +80K +135.1% $46.13 +7.9%
189 DNOV FIRST TR EXCHNG TRADED FD VI F 133,384.0 $6.4M 0.07% +76K +134.0% $47.91 +7.7%
190 DFEB FIRST TR EXCHNG TRADED FD VI F 134,722.0 $6.4M 0.07% +77K +134.8% $47.37 +7.1%
191 DMAY FIRST TR EXCHNG TRADED FD VI F 141,778.0 $6.4M 0.07% +82K +135.8% $44.93 +5.4%
192 DJAN FIRST TR EXCHNG TRADED FD VI F 149,230.0 $6.3M 0.07% +86K +135.5% $42.53 +7.5%
193 DAUG FIRST TR EXCHNG TRADED FD VI F 145,260.0 $6.3M 0.07% +84K +135.9% $43.55 +8.1%
194 SO SOUTHERN CO COM Utilities 65,509.0 $6.3M 0.07% +17K +36.3% $96.52 -0.6%
195 CDNS CADENCE DESIGN SYSTEM INC COM Technology 22,307.0 $6.2M 0.07% +9K +68.2% $277.87 +35.6%
196 SYK STRYKER CORPORATION COM Healthcare 18,835.0 $6.2M 0.07% +4K +28.3% $328.59 -5.3%
197 PCG PGE CORP COM Utilities 349,335.0 $6.1M 0.07% +185K +112.0% $17.57 -0.7%
198 VCIT VANGUARD SCOTTSDALE FDS INT-TE 73,718.0 $6.1M 0.07% +69K +1413.7% $82.08 -0.5%
199 ASML ASML HLDG NV N Y REGISTRY SHS Technology 4,591.0 $6.1M 0.07% +1K +40.5% $1317.96 +34.7%
200 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 21,308.0 $6.0M 0.07% +15K +257.6% $282.37 +15.4%
Page 10 of 42  ·  829 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
Technology 28.5%
Financial Services 11.8%
Industrials 11.2%
Healthcare 9.9%
Consumer Cyclical 8.5%
Communication Services 8.2%
Energy 6.7%
Consumer Defensive 6.1%
Basic Materials 3.7%
Utilities 2.8%