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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 16 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CHRD CHORD ENERGY CORPORATION COM N Energy 459.0 $65K 0.00% -14K -96.8% $142.18 -14.2%
302 HYLB DBX ETF TR XTRACK USD HIGH 1,690.0 $60K 0.00% -606K -99.7% $35.75 +1.7%
303 NWS NEWS CORP NEW CL B Communication Services 1,857.0 $53K 0.00% -13.0 -0.7% $28.51 +9.3%
304 MILLROSE PPTYS INC COM CL A 1,340.0 $37K -1K -46.3% $27.25
305 EEM CALL EEM 260515C00061000 500,000.0 $28K -158K -24.0% $0.06 +115536.6%
306 ANGL VANECK ETF TRUST FALLEN ANGEL 832.0 $24K -543K -99.8% $28.39 +2.3%
307 NXST NEXSTAR MEDIA GROUP INC COMMON Communication Services 126.0 $23K -644.0 -83.6% $180.83 -2.9%
308 ENB ENBRIDGE INC COM Energy 274.0 $15K -45K -99.4% $54.14 +3.2%
309 MOH MOLINA HEALTHCARE INC COM Healthcare 82.0 $11K -833.0 -91.0% $133.30 +81.2%
310 VOX VANGUARD WORLD FD COMM SRVC ET 40.0 $7K -17.0 -29.8% $179.85 +6.2%
311 PAYC PAYCOM SOFTWARE INC COM Technology 56.0 $7K -691.0 -92.5% $121.54 +18.2%
312 STBA S T BANCORP INC COM Financial Services 156.0 $7K -15K -98.9% $41.83 +16.7%
313 SPSB SPDR SERIES TRUST STATE STREET 200.0 $6K -747K -100.0% $29.86 +0.1%
314 WBS WEBSTER FINL CORP COM Financial Services 86.0 $6K -76K -99.9% $69.03 +10.3%
315 BWX SPDR SERIES TRUST BLOOMBERG IN 266.0 $6K -1K -81.2% $21.86 -1.2%
316 J P MORGAN EXCHANGE TRADED F U 80.0 $5K -120.0 -60.0% $61.33
317 SRLN SSGA ACTIVE ETF TR STATE STREE 110.0 $4K -1.2M -100.0% $39.67 +1.7%
318 LKQ LKQ CORP COM Consumer Cyclical 138.0 $4K -4K -96.7% $29.37 -15.4%
319 PFBC PREFERRED BK LOS ANGELES CA CO Financial Services 34.0 $3K -6K -99.5% $89.91 +17.7%
320 MANH MANHATTAN ASSOCIATES INC COM Technology 22.0 $3K -1K -97.9% $133.14 +19.1%
Page 16 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%