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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 29 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 KKR KKR CO INC COM Financial Services 15,800.0 $1.5M 0.02% +2K +13.1% $92.50 +9.1%
562 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 5,241.0 $1.4M 0.02% +432.0 +9.0% $275.18 +6.2%
563 COHR COHERENT CORP COM Technology 6,040.0 $1.4M 0.02% +4K +179.2% $238.21 +25.7%
564 ROP ROPER TECHNOLOGIES INC COM Industrials 4,027.0 $1.4M 0.02% -5K -57.7% $352.96 -1.3%
565 AEM AGNICO EAGLE MINES LTD COM Basic Materials 6,965.0 $1.4M 0.02% -73.0 -1.0% $202.98 -29.9%
566 CPRX CATALYST PHARMACEUTICALS INC C Healthcare 56,767.0 $1.4M 0.02% +4K +8.3% $24.76 +27.2%
567 DDOG DATADOG INC CL A COM Technology 11,841.0 $1.4M 0.02% +4K +47.3% $118.05 +124.0%
568 REGCO REGENCY CTRS CORP COM Real Estate 18,442.0 $1.4M 0.02% -5K -22.4% $75.66 -70.6%
569 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 19,180.0 $1.4M 0.02% +926.0 +5.1% $72.69 +13.2%
570 AMP AMERIPRISE FINL INC COM Financial Services 3,147.0 $1.4M 0.02% +1K +52.9% $442.78 +19.2%
571 R RYDER SYS INC COM Industrials 6,802.0 $1.4M 0.02% -1K -14.1% $204.71 +29.2%
572 SYF SYNCHRONY FINANCIAL COM Financial Services 20,539.0 $1.4M 0.02% +2K +9.2% $67.75 +9.3%
573 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 14,659.0 $1.4M 0.02% +14K +1193.8% $94.88 +9.5%
574 SAM BOSTON BEER INC CL A Consumer Defensive 6,014.0 $1.4M 0.02% NEW $230.40 -26.2%
575 AXON AXON ENTERPRISE INC COM Industrials 3,250.0 $1.4M 0.01% +706.0 +27.8% $424.69 +27.4%
576 AQN ALGONQUIN POWER UTILITIES COM Utilities 224,006.0 $1.4M 0.01% -18K -7.5% $6.14 -6.0%
577 NTCT NETSCOUT SYS INC COM Technology 43,243.0 $1.4M 0.01% +3K +7.8% $31.79 +31.8%
578 NANR SPDR INDEX SHS FDS STATE STREE 16,344.0 $1.4M 0.01% +8K +95.2% $84.00 -7.6%
579 M MACYS INC COM Consumer Cyclical 75,865.0 $1.4M 0.01% -77K -50.5% $18.09 +31.3%
580 FBP FIRST BANCORP CORPORATION COM Financial Services 64,224.0 $1.4M 0.01% -8K -10.5% $21.36 +26.7%
Page 29 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%