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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 19 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCY MERCURY GENL CORP NEW COM Financial Services 38,454.0 $3.4M 0.04% +16K +67.5% $88.15 +20.3%
362 CUBE CUBESMART COM Real Estate 93,199.0 $3.4M 0.04% +89K +2162.1% $36.12 +12.5%
363 SCCO SOUTHERN COPPER CORP COM Basic Materials 19,850.0 $3.4M 0.04% +6K +44.8% $169.47 +6.7%
364 CINF CINCINNATI FINL CORP COM Financial Services 20,850.0 $3.3M 0.04% +13K +179.0% $157.35 +11.2%
365 CBOE CBOE GLOBAL MKTS INC COM Financial Services 11,650.0 $3.3M 0.04% -59.0 -0.5% $281.07 -1.4%
366 SIGI SELECTIVE INS GROUP INC COM Financial Services 43,280.0 $3.3M 0.04% +8K +23.9% $75.39 +24.6%
367 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 39,512.0 $3.3M 0.04% +21K +108.5% $82.49 +22.0%
368 BURL BURLINGTON STORES INC COM Consumer Cyclical 9,975.0 $3.2M 0.04% +9K +1270.2% $325.38 +5.6%
369 BCPC BALCHEM CORP COM Basic Materials 18,943.0 $3.2M 0.04% +6K +44.1% $169.48 -3.7%
370 ACT ENACT HLDGS INC COM Financial Services 78,258.0 $3.2M 0.04% +8K +11.4% $40.81 +10.5%
371 VRT VERTIV HOLDINGS CO COM CL A Industrials 12,739.0 $3.2M 0.04% +9K +271.8% $250.58 +20.2%
372 IBKR INTERACTIVE BROKERS GROUP IN C Financial Services 47,256.0 $3.2M 0.04% -7K -13.2% $67.07 +44.9%
373 MGY MAGNOLIA OIL GAS CORP CL A Energy 100,482.0 $3.2M 0.04% +98K +3964.8% $31.39 -15.0%
374 VLO VALERO ENERGY CORP COM Energy 12,732.0 $3.1M 0.04% +535.0 +4.4% $247.08 +17.9%
375 CRWD CROWDSTRIKE HLDGS INC CL A Technology 8,039.0 $3.1M 0.04% +1K +15.4% $97.60 +111.3%
376 BSX BOSTON SCIENTIFIC CORP COM Healthcare 49,626.0 $3.1M 0.04% -36K -41.8% $62.75 -31.0%
377 AROC ARCHROCK INC COM Energy 89,967.0 $3.1M 0.04% +87K +2811.6% $34.59 +10.9%
378 VRSN VERISIGN INC COM Technology 12,507.0 $3.1M 0.04% +2K +22.9% $248.36 +8.6%
379 ECL ECOLAB INC COM Basic Materials 11,664.0 $3.1M 0.04% -1K -9.9% $266.02 +1.8%
380 BA BOEING CO COM Industrials 15,564.0 $3.1M 0.04% +2K +14.9% $199.03 +10.0%
Page 19 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%