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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 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALV AUTOLIV INC COM Consumer Cyclical 1,146.0 $121K 0.00% -106.0 -8.5% $105.16 +15.5%
282 IDCC INTERDIGITAL INC COM Technology 393.0 $118K 0.00% -2K -82.8% $301.33 -11.9%
283 SPY CALL SPY 260515C00703000 Financial Services 175,000.0 $114K 0.00% -975K -84.8% $0.65 +115505.2%
284 TTEK TETRA TECH INC NEW COM Industrials 3,724.0 $112K 0.00% -52K -93.3% $30.12 +3.3%
285 FNB F N B CORP COM Financial Services 6,390.0 $107K 0.00% -121K -95.0% $16.72 +13.6%
286 VICR VICOR CORP COM Technology 661.0 $106K 0.00% -266.0 -28.7% $161.00 +64.3%
287 CNO CNO FINL GROUP INC COM Financial Services 2,463.0 $101K 0.00% -318.0 -11.4% $41.06 +27.1%
288 PFF ISHARES TR PFD AND INCM SEC 3,294.0 $99K 0.00% -211K -98.5% $30.04 +1.6%
289 PSMT PRICESMART INC COM Consumer Defensive 655.0 $99K 0.00% -4K -86.7% $150.50 +29.3%
290 ALLY ALLY FINL INC COM Financial Services 2,444.0 $95K 0.00% -234.0 -8.7% $38.96 +16.4%
291 WFRD WEATHERFORD INTL PLC ORD SHS Energy 1,006.0 $95K 0.00% -17K -94.3% $94.34 -13.1%
292 BKU BANKUNITED INC COM Financial Services 1,940.0 $87K 0.00% -40K -95.4% $44.85 +6.9%
293 ARWR ARROWHEAD PHARMACEUTICALS IN C Healthcare 1,348.0 $85K 0.00% -9K -87.4% $62.70 +14.7%
294 ACA ARCOSA INC COM Industrials 795.0 $84K 0.00% -17K -95.6% $106.09 +36.8%
295 HALO HALOZYME THERAPEUTICS INC COM Healthcare 1,244.0 $80K 0.00% -2K -57.2% $64.63 +16.1%
296 KRYS KRYSTAL BIOTECH INC COM Healthcare 304.0 $79K 0.00% -108.0 -26.2% $258.32 +31.4%
297 SKT TANGER INC COM Real Estate 2,284.0 $77K 0.00% -19K -89.3% $33.69 +18.4%
298 MZTI MARZETTI COMPANY COM Consumer Defensive 553.0 $76K 0.00% -9K -94.4% $138.33 -22.7%
299 MMSI MERIT MED SYS INC COM Healthcare 1,107.0 $76K 0.00% -6K -84.7% $68.93 +3.0%
300 SHY ISHARES TR 1 3 YR TREAS BD 880.0 $72K 0.00% -143.0 -14.0% $82.08 -0.2%
Page 15 of 18  ·  341 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%