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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 39 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 WABC WESTAMERICA BANCORPORATION COM Financial Services 14,048.0 $726K 0.01% +1K +10.4% $51.70 +17.0%
762 EVTC EVERTEC INC COM Technology 25,725.0 $724K 0.01% -2K -5.6% $28.16 +9.7%
763 ANIP ANI PHARMACEUTICALS INC COM Healthcare 9,419.0 $724K 0.01% NEW $76.90 +6.9%
764 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 22,621.0 $723K 0.01% +3K +18.2% $31.96 +24.6%
765 PLXS PLEXUS CORP COM Technology 3,566.0 $722K 0.01% NEW $202.54 +23.8%
766 KMT KENNAMETAL INC COM Industrials 20,076.0 $722K 0.01% NEW $35.94 -0.5%
767 VTOL BRISTOW GROUP INC COM Energy 15,376.0 $721K 0.01% -1K -8.6% $46.89 -5.3%
768 OFG OFG BANCORP COM Financial Services 17,813.0 $721K 0.01% +3K +20.6% $40.46 +26.4%
769 JBSS SANFILIPPO JOHN B SON INC COM Consumer Defensive 9,252.0 $720K 0.01% +954.0 +11.5% $77.87 +9.4%
770 QNST QUINSTREET INC COM Communication Services 59,968.0 $720K 0.01% +17K +39.6% $12.01 +47.8%
771 BANR BANNER CORP COM NEW Financial Services 11,955.0 $720K 0.01% -4K -26.2% $60.19 +18.3%
772 HAFC HANMI FINL CORP COM NEW Financial Services 27,547.0 $720K 0.01% +6K +27.9% $26.12 +26.8%
773 YELP YELP INC CL A Communication Services 29,067.0 $719K 0.01% +9K +41.5% $24.74 +10.3%
774 QLYS QUALYS INC COM Technology 8,176.0 $718K 0.01% +2K +37.6% $87.85 +84.4%
775 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 4,687.0 $718K 0.01% +83.0 +1.8% $153.10 -22.3%
776 LII LENNOX INTL INC COM Industrials 1,544.0 $717K 0.01% +11.0 +0.7% $464.13 +18.9%
777 NWN NORTHWEST NAT HLDG CO COM Utilities 13,588.0 $716K 0.01% +106.0 +0.8% $52.73 -2.6%
778 ESS ESSEX PPTY TR INC COM Real Estate 2,960.0 $716K 0.01% +27.0 +0.9% $242.00 +23.3%
779 IIIN INSTEEL INDS INC COM Industrials 21,293.0 $716K 0.01% +2K +11.4% $33.61 -7.5%
780 OPLN OPENLANE INC COM Consumer Cyclical 24,434.0 $712K 0.01% -3K -10.5% $29.15 +43.3%
Page 39 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%