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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 10 of 65  ·  1,297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HON HONEYWELL INTL INC COM Industrials 39,430.0 $7.7M 0.10% NEW $195.09 +14.1%
182 MS MORGAN STANLEY COM NEW Financial Services 42,981.0 $7.6M 0.10% NEW $177.53 +28.2%
183 COKE COCA COLA CONS INC COM Consumer Defensive 49,673.0 $7.6M 0.10% NEW $153.04 +15.8%
184 EFAV ISHARES TR MSCI EAFE MIN VL 87,882.0 $7.6M 0.10% NEW $86.25 +4.4%
185 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 98,484.0 $7.6M 0.10% NEW $76.67 +27.8%
186 DUK DUKE ENERGY CORP NEW COM NEW Utilities 63,652.0 $7.5M 0.10% NEW $117.21 +7.8%
187 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 427,668.0 $7.4M 0.09% NEW $17.35 +2.9%
188 AA ALCOA CORP COM Basic Materials 139,071.0 $7.4M 0.09% NEW $53.14 -7.7%
189 ABT ABBOTT LABS COM Healthcare 59,169.0 $7.4M 0.09% NEW $124.66 -28.6%
190 NOW SERVICENOW INC COM Technology 47,338.0 $7.3M 0.09% NEW $153.19 -31.6%
191 C CITIGROUP INC COM NEW Financial Services 62,060.0 $7.2M 0.09% NEW $116.69 +14.2%
192 ROK ROCKWELL AUTOMATION INC COM Industrials 18,597.0 $7.2M 0.09% NEW $389.07 +20.7%
193 MCK MCKESSON CORP COM Healthcare 8,679.0 $7.1M 0.09% NEW $820.29 -2.1%
194 MRSH MARSH MCLENNAN COS INC COM Financial Services 38,255.0 $7.1M 0.09% NEW $185.52 -4.0%
195 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 77,619.0 $7.1M 0.09% NEW $91.21 -6.0%
196 VTV VANGUARD INDEX FDS VALUE ETF 36,694.0 $7.0M 0.09% NEW $190.99 +14.5%
197 RNR RENAISSANCERE HLDGS LTD COM Financial Services 24,762.0 $7.0M 0.09% NEW $281.16 +13.8%
198 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 23,635.0 $6.9M 0.09% NEW $293.57 -1.2%
199 CME CME GROUP INC COM Financial Services 25,406.0 $6.9M 0.09% NEW $273.08 -10.8%
200 MUB ISHARES TR NATIONAL MUN ETF 64,626.0 $6.9M 0.09% NEW $107.11 -0.1%
Page 10 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%