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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 19 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 5,068.0 $1.8M 0.02% +4K +458.1% $358.79 -13.4%
362 XLRE SELECT SECTOR SPDR TR STATE ST 44,362.0 $1.8M 0.02% +25K +132.1% $40.83 +9.1%
363 IEX IDEX CORP COM Industrials 9,515.0 $1.8M 0.02% +8K +392.0% $189.55 +17.9%
364 NTAP NETAPP INC COM Technology 17,657.0 $1.8M 0.02% +145.0 +0.8% $101.87 +59.1%
365 EMR EMERSON ELEC CO COM Industrials 13,613.0 $1.8M 0.02% +1K +8.7% $131.02 +4.0%
366 UNF UNIFIRST CORP MASS COM Industrials 7,078.0 $1.8M 0.02% +1K +26.6% $251.59 +11.8%
367 TROW PRICE T ROWE GROUP INC COM Financial Services 19,559.0 $1.8M 0.02% +4K +27.6% $90.14 +31.6%
368 HAL HALLIBURTON CO COM Energy 45,085.0 $1.8M 0.02% +5K +12.6% $38.99 -9.6%
369 AZZ AZZ INC COM Industrials 14,050.0 $1.8M 0.02% +5K +52.4% $124.94 +20.4%
370 UBSI UNITED BANKSHARES INC WEST V C Financial Services 41,674.0 $1.7M 0.02% +39K +1659.1% $41.42 +12.7%
371 EXLS EXLSERVICE HLDGS INC COM Technology 56,645.0 $1.7M 0.02% +28K +100.8% $30.45 -9.4%
372 CNC CENTENE CORP DEL COM Healthcare 52,587.0 $1.7M 0.02% +44K +548.6% $32.74 +103.4%
373 DELL DELL TECHNOLOGIES INC CL C Technology 10,414.0 $1.7M 0.02% +2K +29.3% $163.62 +152.0%
374 AVAV AEROVIRONMENT INC COM Industrials 9,251.0 $1.7M 0.02% +1K +13.6% $183.05 -22.9%
375 RPM RPM INTL INC COM Basic Materials 17,018.0 $1.7M 0.02% +4K +28.3% $98.89 +4.2%
376 PULS PGIM ETF TR PGIM ULTRA SH BD 34,048.0 $1.7M 0.02% +18K +109.3% $49.33 +0.6%
377 VTRS VIATRIS INC COM Healthcare 124,021.0 $1.7M 0.02% +105K +550.9% $13.51 +23.5%
378 AFL AFLAC INC COM Financial Services 15,226.0 $1.7M 0.02% +3K +26.3% $109.71 +10.3%
379 TKO TKO GROUP HOLDINGS INC CL A Communication Services 8,207.0 $1.7M 0.02% +6K +285.3% $201.65 -7.9%
380 PARR PAR PAC HOLDINGS INC COM NEW Energy 26,360.0 $1.7M 0.02% +11K +68.5% $62.64 +16.9%
Page 19 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%