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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 55 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SHY ISHARES TR 1 3 YR TREAS BD 1,023.0 $85K 0.00% NEW $82.82 -1.1%
1082 RGEN REPLIGEN CORP COM Healthcare 515.0 $84K 0.00% NEW $163.86 -10.2%
1083 WAY WAYSTAR HLDG CORP COM Technology 2,575.0 $84K 0.00% NEW $32.75 -32.2%
1084 SPY CALL SPY 260320C00780000 Financial Services 1,150,000.0 $84K 0.00% NEW $0.07 +1025248.4%
1085 RGTI RIGETTI COMPUTING INC COMMON S Technology 3,774.0 $84K 0.00% NEW $22.15 -27.3%
1086 IONQ IONQ INC COM Technology 1,855.0 $83K 0.00% NEW $44.87 -12.4%
1087 ACWX ISHARES TR MSCI ACWI EX US 1,236.0 $83K 0.00% NEW $67.13 +11.9%
1088 ELF E L F BEAUTY INC COM Consumer Defensive 1,089.0 $83K 0.00% NEW $76.04 -5.0%
1089 MUFG MITSUBISHI UFJ FINL GROUP IN S Financial Services 5,191.0 $82K 0.00% NEW $15.86 +41.9%
1090 HRB BLOCK H R INC COM Consumer Cyclical 1,856.0 $81K 0.00% NEW $43.58 -6.1%
1091 TENB TENABLE HLDGS INC COM Technology 3,434.0 $81K 0.00% NEW $23.53 +81.3%
1092 AROC ARCHROCK INC COM Energy 3,090.0 $80K 0.00% NEW $26.02 +48.1%
1093 ARGX ARGENX SE SPONSORED ADR Healthcare 95.0 $80K 0.00% NEW $840.95 +2.2%
1094 OLLI OLLIES BARGAIN OUTLET HLDGS CO Consumer Defensive 721.0 $79K 0.00% NEW $109.61 -39.8%
1095 DVA DAVITA INC COM Healthcare 695.0 $79K 0.00% NEW $113.61 +104.6%
1096 CWEN CLEARWAY ENERGY INC CL C Utilities 2,369.0 $79K 0.00% NEW $33.26 +3.6%
1097 MTDR MATADOR RES CO COM Energy 1,854.0 $79K 0.00% NEW $42.44 +23.7%
1098 CUZ COUSINS PPTYS INC COM NEW Real Estate 3,090.0 $79K 0.00% NEW $25.46 +22.0%
1099 XPO XPO INC COM Industrials 568.0 $77K 0.00% NEW $135.91 +54.5%
1100 VOYA VOYA FINANCIAL INC COM Financial Services 1,030.0 $77K 0.00% NEW $74.49 +32.0%
Page 55 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%