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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 56 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 GVA GRANITE CONSTR INC COM Industrials 671.0 $80K 0.00% NEW $119.88 +3.9%
1102 HALO HALOZYME THERAPEUTICS INC COM Healthcare 1,244.0 $80K 0.00% -2K -57.2% $64.63 +17.1%
1103 RGTI RIGETTI COMPUTING INC COMMON S Technology 5,610.0 $79K 0.00% +2K +48.6% $14.04 +8.0%
1104 KRYS KRYSTAL BIOTECH INC COM Healthcare 304.0 $79K 0.00% -108.0 -26.2% $258.32 +36.0%
1105 IONQ IONQ INC COM Technology 2,703.0 $78K 0.00% +848.0 +45.7% $28.83 +30.0%
1106 SKT TANGER INC COM Real Estate 2,284.0 $77K 0.00% -19K -89.3% $33.69 +18.9%
1107 MZTI MARZETTI COMPANY COM Consumer Defensive 553.0 $76K 0.00% -9K -94.4% $138.33 -23.8%
1108 USO PUT USO 260417P00075000 Financial Services 600,000.0 $76K 0.00% NEW $0.13 +95236.0%
1109 MMSI MERIT MED SYS INC COM Healthcare 1,107.0 $76K 0.00% -6K -84.7% $68.93 +5.2%
1110 BTSG BRIGHTSPRING HEALTH SVCS INC C Healthcare 1,758.0 $75K 0.00% NEW $42.61 +60.4%
1111 SR SPIRE INC COM Utilities 823.0 $75K 0.00% NEW $90.54 -11.2%
1112 QBTS D-WAVE QUANTUM INC COM Technology 5,092.0 $73K 0.00% +2K +47.2% $14.43 +26.4%
1113 CUZ COUSINS PPTYS INC COM NEW Real Estate 3,271.0 $73K 0.00% +181.0 +5.9% $22.25 +40.4%
1114 SHY ISHARES TR 1 3 YR TREAS BD 880.0 $72K 0.00% -143.0 -14.0% $82.08 -0.1%
1115 COLB COLUMBIA BKG SYS INC COM Financial Services 2,622.0 $72K 0.00% +1K +113.0% $27.43 +18.6%
1116 ACI ALBERTSONS COS INC COMMON STOC Consumer Defensive 4,191.0 $71K 0.00% NEW $16.87 -13.8%
1117 XT ISHARES TR FUTURE EXPONENTI 1,034.0 $70K 0.00% +517.0 +100.0% $68.15 +19.8%
1118 JPIN J P MORGAN EXCHANGE TRADED F D 974.0 $69K 0.00% +487.0 +100.0% $71.24 +3.6%
1119 TDW TIDEWATER INC NEW COM Energy 795.0 $66K 0.00% NEW $83.55 -10.6%
1120 SFTX HORIZON FDS INTERNATIONAL MA 2,470.0 $66K 0.00% +1K +100.0% $26.66 +14.3%
Page 56 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%