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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 59 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 J P MORGAN EXCHANGE TRADED F U 200.0 $13K NEW $63.18
1162 YNOT HORIZON FDS DIGITAL FRONTIER 425.0 $12K NEW $28.20 +13.8%
1163 VOX VANGUARD WORLD FD COMM SRVC ET 57.0 $11K NEW $193.63 -1.3%
1164 VT VANGUARD INTL EQUITY INDEX F T 76.0 $11K NEW $141.07 +11.1%
1165 IEI ISHARES TR 3 7 YR TREAS BD 89.0 $11K NEW $119.35 -2.2%
1166 IEF ISHARES TR 7-10 YR TRSY BD 108.0 $10K NEW $96.16 -2.7%
1167 MUR MURPHY OIL CORP COM Energy 326.0 $10K NEW $31.25 +11.9%
1168 FLCG FEDERATED HERMES ETF TRUST MDT 293.0 $10K NEW $33.07 +4.2%
1169 VCSH VANGUARD SCOTTSDALE FDS SHRT T 117.0 $9K NEW $79.73 -1.4%
1170 USDU WISDOMTREE TR BLMBG US BULL 360.0 $9K NEW $25.80 +3.4%
1171 EPI WISDOMTREE TR INDIA ERNGS FD 200.0 $9K NEW $46.29 -8.6%
1172 ARKG ARK ETF TR GENOMIC REV ETF 300.0 $9K NEW $28.97 +41.7%
1173 SMOX HORIZON FDS SMALL/MID CAP CO A 339.0 $9K NEW $25.15 +19.7%
1174 NVO NOVO-NORDISK A S ADR Healthcare 166.0 $8K NEW $50.88 -3.6%
1175 AB ALLIANCEBERNSTEIN HLDG L P UNI Financial Services 219.0 $8K NEW $38.48 -2.2%
1176 DUHP DIMENSIONAL ETF TRUST US HIGH 205.0 $8K NEW $38.03 +9.0%
1177 PVAL PUTNAM ETF TRUST FOCUSED LAR C 164.0 $7K NEW $45.57 +13.5%
1178 MHK MOHAWK INDS INC COM Consumer Cyclical 63.0 $7K NEW $109.30 +0.6%
1179 EEM ISHARES TR MSCI EMG MKT ETF 125.0 $7K NEW $54.71 +20.0%
1180 NOK NOKIA CORP SPONSORED ADR Technology 1,055.0 $7K NEW $6.47 +80.8%
Page 59 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%