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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 25 of 42  ·  829 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DIOD DIODES INC COM Technology 13,269.0 $906K 0.01% +767.0 +6.1% $68.26 +42.0%
482 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 11,330.0 $874K 0.01% +9K +506.9% $77.13 -5.0%
483 ALNY ALNYLAM PHARMACEUTICALS INC CO Healthcare 2,632.0 $871K 0.01% +2K +483.6% $330.87 -15.6%
484 VRSK VERISK ANALYTICS INC COM Industrials 4,577.0 $868K 0.01% +95.0 +2.1% $189.75 +1.2%
485 IGM ISHARES TR EXPND TEC SC ETF 7,208.0 $854K 0.01% +3K +70.0% $118.51 +34.4%
486 DVY ISHARES TR SELECT DIVID ETF 5,640.0 $854K 0.01% +3K +99.8% $151.41 +5.4%
487 BENJ HORIZON FDS LANDMARK ETF 15,984.0 $837K 0.01% +8K +100.2% $52.34 +1.0%
488 CORPAY INC COM SHS 2,869.0 $835K 0.01% +40.0 +1.4% $290.99
489 LSTR LANDSTAR SYS INC COM Industrials 5,206.0 $835K 0.01% +458.0 +9.7% $160.31 +29.6%
490 FTV FORTIVE CORP COM Technology 15,029.0 $831K 0.01% +154.0 +1.0% $55.28 +9.5%
491 ERIE ERIE INDTY CO CL A Financial Services 3,288.0 $822K 0.01% +602.0 +22.4% $249.86 -15.9%
492 EA ELECTRONIC ARTS INC COM Communication Services 4,026.0 $821K 0.01% +232.0 +6.1% $203.87 +1.7%
493 PLAB PHOTRONICS INC COM Technology 20,289.0 $820K 0.01% +4K +21.0% $40.41 -26.3%
494 PODD INSULET CORP COM Healthcare 3,906.0 $820K 0.01% +671.0 +20.7% $209.84 -24.1%
495 ESML ISHARES TR ESG AWARE MSCI 17,324.0 $815K 0.01% +13K +320.7% $47.02 +15.7%
496 LEA LEAR CORP COM NEW Consumer Cyclical 6,718.0 $813K 0.01% +287.0 +4.5% $121.08 +15.9%
497 IWM ISHARES TR RUSSELL 2000 ETF 3,266.0 $810K 0.01% +2K +98.7% $248.00 +19.3%
498 HBTA HORIZON FDS EXPEDITION PLUS 29,034.0 $778K 0.01% +10K +54.3% $26.78 +21.1%
499 MHK MOHAWK INDS INC COM Consumer Cyclical 7,867.0 $775K 0.01% +8K +10000.0% $98.46 +13.3%
500 INVX INNOVEX INTERNATIONAL INC COM Energy 31,651.0 $772K 0.01% +4K +12.5% $24.39 +6.1%
Page 25 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%