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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 60 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 IWR ISHARES TR RUS MID CAP ETF 162.0 $16K +146.0 +912.5% $97.23 +13.2%
1182 PVAL PUTNAM ETF TRUST FOCUSED LAR C 328.0 $15K +164.0 +100.0% $46.26 +11.8%
1183 DUHP DIMENSIONAL ETF TRUST US HIGH 410.0 $15K +205.0 +100.0% $36.76 +13.1%
1184 ENB ENBRIDGE INC COM Energy 274.0 $15K -45K -99.4% $54.14 +4.2%
1185 MPT MEDICAL PROPERTIES TRUST INC C Financial Services 3,170.0 $15K NEW $4.63 +0.5%
1186 WU WESTERN UN CO COM Financial Services 1,676.0 $15K NEW $8.73 -10.3%
1187 PKST PEAKSTONE REALTY TRUST COMMON Real Estate 618.0 $13K NEW $20.89 +0.5%
1188 JEPI J P MORGAN EXCHANGE TRADED F E 228.0 $13K +111.0 +94.9% $55.82 +1.5%
1189 FLXN HORIZON FDS FLEXIBLE INCOME 504.0 $12K +252.0 +100.0% $24.51 +1.8%
1190 TLH ISHARES TR 10-20 YR TRS ETF 120.0 $12K +60.0 +100.0% $99.97 -1.6%
1191 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 58.0 $12K +43.0 +286.7% $206.09 -14.0%
1192 EFG ISHARES TR EAFE GRWTH ETF 104.0 $12K +52.0 +100.0% $111.37 +9.3%
1193 OSEA HARBOR ETF TRUST INTERNATNAL C 400.0 $12K NEW $28.95 +3.5%
1194 VB VANGUARD INDEX FDS SMALL CP ET 44.0 $12K NEW $261.91 +13.8%
1195 SLV CALL SLV 260417C00080000 Financial Services 168,700.0 $11K NEW $0.07 +77345.0%
1196 GFF GRIFFON CORP COM Industrials 158.0 $11K +79.0 +100.0% $72.68 +25.0%
1197 EEM ISHARES TR MSCI EMG MKT ETF 200.0 $11K +75.0 +60.0% $56.79 +16.2%
1198 NVS NOVARTIS AG SPONSORED ADR Healthcare 72.0 $11K +56.0 +350.0% $152.75 -1.5%
1199 MOH MOLINA HEALTHCARE INC COM Healthcare 82.0 $11K -833.0 -91.0% $133.30 +74.7%
1200 VBR VANGUARD INDEX FDS SM CP VAL E 50.0 $11K NEW $217.24 +12.0%
Page 60 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%