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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 11 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DUK DUKE ENERGY CORP NEW COM NEW Utilities 59,803.0 $7.8M 0.09% -4K -6.0% $130.94 -3.5%
202 MKC MCCORMICK CO INC COM NON VTG Consumer Defensive 156,598.0 $7.8M 0.09% +145K +1262.0% $49.99 +5.7%
203 AXP AMERICAN EXPRESS CO COM Financial Services 25,961.0 $7.8M 0.09% -19K -42.4% $301.53 +17.8%
204 REGN REGENERON PHARMACEUTICALS COM Healthcare 10,129.0 $7.8M 0.09% +6K +160.2% $772.64 -15.1%
205 GS GOLDMAN SACHS GROUP INC COM Financial Services 9,207.0 $7.8M 0.09% -6K -39.8% $845.99 +34.8%
206 RBC RBC BEARINGS INC COM Industrials 14,311.0 $7.8M 0.09% +2K +19.6% $543.12 +8.3%
207 GRMN GARMIN LTD SHS Technology 33,392.0 $7.7M 0.09% +24K +244.2% $232.01 +4.0%
208 NVT NVENT ELEC PLC SHS Industrials 65,386.0 $7.7M 0.09% +62K +1806.8% $118.11 +37.0%
209 LQD ISHARES TR IBOXX INV CP ETF 71,406.0 $7.7M 0.09% -61K -46.0% $108.12 -0.8%
210 EOG EOG RES INC COM Energy 53,346.0 $7.7M 0.09% +11K +25.4% $143.46 -3.8%
211 GLW CORNING INC COM Technology 56,245.0 $7.6M 0.09% +9K +17.9% $135.97 +38.0%
212 COKE COCA COLA CONS INC COM Consumer Defensive 39,216.0 $7.5M 0.08% -10K -21.1% $191.49 -7.5%
213 AEP AMERICAN ELEC PWR CO INC COM Utilities 57,306.0 $7.5M 0.08% -849.0 -1.5% $130.13 +3.7%
214 DIS DISNEY WALT CO COM Communication Services 76,839.0 $7.4M 0.08% +9K +13.5% $96.38 -0.5%
215 BWA BORGWARNER INC COM Consumer Cyclical 136,483.0 $7.4M 0.08% +46K +50.1% $54.26 +18.0%
216 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 88,553.0 $7.4M 0.08% -9K -9.4% $83.50 -12.6%
217 INTC INTEL CORP COM Technology 165,006.0 $7.3M 0.08% +28K +20.4% $44.13 +144.2%
218 JTEK J P MORGAN EXCHANGE TRADED F U 89,986.0 $7.2M 0.08% +43K +92.0% $79.54 +30.7%
219 WM WASTE MGMT INC DEL COM Industrials 30,952.0 $7.1M 0.08% -7K -17.6% $229.79 +1.9%
220 C CITIGROUP INC COM NEW Financial Services 62,908.0 $7.1M 0.08% +848.0 +1.4% $112.88 +18.1%
Page 11 of 71  ·  1,404 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%