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Portfolio (Quarterly) Guide ↗

Horizon Investments, LLC

· CIK 0001560717
13F Portfolio $7.9B AUM 1,322 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1297 New
Page 43 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 40,401.0 $576K 0.01% NEW $14.26 +3.8%
842 PAHC PHIBRO ANIMAL HEALTH CORP CL A Healthcare 15,408.0 $576K 0.01% NEW $37.36 -9.7%
843 CASY CASEYS GEN STORES INC COM Consumer Cyclical 1,038.0 $574K 0.01% NEW $552.71 +46.3%
844 HUM HUMANA INC COM Healthcare 2,236.0 $573K 0.01% NEW $256.13 +59.2%
845 NANR SPDR INDEX SHS FDS SP NORTH AM 8,372.0 $568K 0.01% NEW $67.83 +14.5%
846 FIS FIDELITY NATL INFORMATION SV C Technology 8,458.0 $562K 0.01% NEW $66.46 -38.2%
847 KSS KOHLS CORP COM Consumer Cyclical 27,392.0 $559K 0.01% NEW $20.41 -16.2%
848 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,426.0 $555K 0.01% NEW $162.01 +87.4%
849 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 8,653.0 $551K 0.01% NEW $63.72 +35.4%
850 PARR PAR PAC HOLDINGS INC COM NEW Energy 15,644.0 $550K 0.01% NEW $35.14 +108.3%
851 IGM ISHARES TR EXPND TEC SC ETF 4,239.0 $548K 0.01% NEW $129.16 +23.3%
852 HBTA HORIZON FDS EXPEDITION PLUS 18,820.0 $545K 0.01% NEW $28.97 +11.9%
853 EL LAUDER ESTEE COS INC CL A Consumer Defensive 5,166.0 $541K 0.01% NEW $104.72 -21.4%
854 PLAB PHOTRONICS INC COM Technology 16,764.0 $536K 0.01% NEW $32.00 -7.0%
855 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 3,168.0 $520K 0.01% NEW $164.21 -39.5%
856 BRBR BELLRING BRANDS INC COMMON STO Consumer Defensive 19,160.0 $512K 0.01% NEW $26.73 -54.8%
857 VTEB VANGUARD MUN BD FDS TAX EXEMPT 9,957.0 $501K 0.01% NEW $50.29 -0.2%
858 RJF RAYMOND JAMES FINL INC COM Financial Services 2,951.0 $472K 0.01% NEW $160.05 +6.4%
859 DG DOLLAR GEN CORP NEW COM Consumer Defensive 3,568.0 $472K 0.01% NEW $132.21 -8.3%
860 KHC KRAFT HEINZ CO COM Consumer Defensive 18,491.0 $448K 0.01% NEW $24.25 +4.9%
Page 43 of 65  ·  1,297 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 30.0%
Financial Services 13.1%
Healthcare 10.5%
Industrials 9.9%
Consumer Cyclical 9.2%
Communication Services 8.7%
Consumer Defensive 5.1%
Energy 4.5%
Basic Materials 3.3%
Real Estate 2.9%