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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 24 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MDY STATE STR SPDR SP MIDCAP 40 UT Financial Services 3,508.0 $2.2M 0.02% +2K +93.9% $616.76 +11.8%
462 INVH INVITATION HOMES INC COM Real Estate 86,928.0 $2.2M 0.02% -4K -4.6% $24.85 +20.0%
463 CHD CHURCH DWIGHT CO INC COM Consumer Defensive 23,062.0 $2.2M 0.02% -6K -20.8% $93.32 +4.1%
464 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 13,003.0 $2.1M 0.02% -3K -16.2% $165.14 +14.5%
465 VST VISTRA CORP COM Utilities 14,267.0 $2.1M 0.02% +3K +21.5% $150.33 +5.4%
466 XEL XCEL ENERGY INC COM Utilities 26,774.0 $2.1M 0.02% -2K -5.4% $79.44 +0.9%
467 INCY INCYTE CORP COM Healthcare 22,530.0 $2.1M 0.02% -4K -15.7% $94.12 +22.3%
468 VGSH VANGUARD SCOTTSDALE FDS SHORT 35,916.0 $2.1M 0.02% +26K +247.4% $58.18 -0.1%
469 MRVL MARVELL TECHNOLOGY INC COM Technology 21,048.0 $2.1M 0.02% +1K +5.3% $99.05 +108.2%
470 L LOEWS CORP COM Financial Services 19,396.0 $2.1M 0.02% -3K -13.5% $106.74 +5.4%
471 EXPD EXPEDITORS INTL WASH INC COM Industrials 14,449.0 $2.1M 0.02% -4K -21.8% $143.23 +24.1%
472 PLMR PALOMAR HLDGS INC COM Financial Services 17,230.0 $2.1M 0.02% +16K +1991.0% $119.50 +10.2%
473 PTC PTC INC COM Technology 14,421.0 $2.1M 0.02% +12K +647.6% $142.49 -13.3%
474 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 6,240.0 $2.0M 0.02% +514.0 +9.0% $327.07 +12.8%
475 ASB ASSOCIATED BANC-CORP COM Financial Services 78,602.0 $2.0M 0.02% NEW $25.86 +19.6%
476 BRC BRADY CORP CL A Industrials 25,086.0 $2.0M 0.02% -3K -9.8% $81.00 +13.4%
477 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 19,834.0 $2.0M 0.02% -883.0 -4.3% $102.18 -16.1%
478 IWN ISHARES TR RUS 2000 VAL ETF 10,682.0 $2.0M 0.02% +5K +81.1% $189.59 +16.7%
479 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 34,225.0 $2.0M 0.02% -10K -22.1% $59.15 +15.4%
480 PTCT PTC THERAPEUTICS INC COM Healthcare 29,341.0 $2.0M 0.02% -11K -27.2% $68.13 +15.7%
Page 24 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%