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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 20 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GAUG FIRST TR EXCHNG TRADED FD VI F 79,816.0 $3.1M 0.04% +45K +132.6% $38.71 +7.5%
382 STX SEAGATE TECHNOLOGY HLDNGS PL O Technology 7,767.0 $3.0M 0.03% +2K +35.4% $391.76 +111.1%
383 AON AON PLC SHS CL A Financial Services 9,393.0 $3.0M 0.03% +1K +12.3% $321.93 +10.1%
384 SON SONOCO PRODS CO COM Consumer Cyclical 56,455.0 $3.0M 0.03% NEW $53.53 +0.3%
385 GLPI GAMING LEISURE P COM Real Estate 67,987.0 $3.0M 0.03% +64K +1718.3% $44.37 -1.2%
386 NDAQ NASDAQ INC COM Financial Services 35,137.0 $3.0M 0.03% -11K -23.5% $84.89 +7.4%
387 BABA ALIBABA GROUP HLDG LTD SPONSOR Consumer Cyclical 23,729.0 $3.0M 0.03% +3K +13.8% $125.46 -6.2%
388 OGS ONE GAS INC COM Utilities 34,513.0 $3.0M 0.03% +33K +2946.2% $86.13 -9.3%
389 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 6,847.0 $3.0M 0.03% -3K -33.5% $433.97 -6.2%
390 FITB FIFTH THIRD BANCORP COM Financial Services 63,904.0 $3.0M 0.03% +26K +66.8% $46.46 +25.0%
391 SNDK SANDISK CORP COM Technology 4,658.0 $3.0M 0.03% +2K +70.6% $635.34 +159.6%
392 DTE DTE ENERGY CO COM Utilities 19,944.0 $2.9M 0.03% +4K +22.2% $146.22 +0.5%
393 WDC WESTERN DIGITAL CORP COM Technology 10,753.0 $2.9M 0.03% -11K -50.4% $270.49 +91.0%
394 FFEB FIRST TR EXCHNG TRADED FD VI F 52,062.0 $2.9M 0.03% +28K +116.0% $55.85 +10.0%
395 ACGL ARCH CAP GROUP LTD ORD Financial Services 30,263.0 $2.9M 0.03% -6K -15.9% $95.99 +2.6%
396 FJUN FIRST TR EXCHNG TRADED FD VI F 51,058.0 $2.9M 0.03% +28K +116.8% $56.50 +6.8%
397 KGS KODIAK GAS SVCS INC COM Energy 49,400.0 $2.9M 0.03% NEW $58.32 +15.6%
398 HSY HERSHEY CO COM Consumer Defensive 13,745.0 $2.9M 0.03% +2K +13.3% $207.89 -18.3%
399 DCI DONALDSON INC COM Industrials 33,666.0 $2.9M 0.03% -13K -28.1% $84.87 +4.7%
400 INGR INGREDION INC COM Consumer Defensive 25,312.0 $2.8M 0.03% +24K +1790.4% $111.84 -11.3%
Page 20 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%