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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 64 of 71  ·  1,404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 POWI POWER INTEGRATIONS INC COM Technology 54.0 $3K NEW $51.20 +38.2%
1262 KMX CARMAX INC COM Consumer Cyclical 66.0 $3K -2K -97.3% $41.58 +34.0%
1263 HUBS HUBSPOT INC COM Technology 10.0 $2K -424.0 -97.7% $244.10 -14.1%
1264 PCTY PAYLOCITY HLDG CORP COM Technology 22.0 $2K -596.0 -96.4% $108.05 +14.0%
1265 NOBL PROSHARES TR SP 500 DV ARIST 22.0 $2K +11.0 +100.0% $106.00 -46.9%
1266 BROOKFIELD ASSET MANAGMT LTD C 52.0 $2K NEW $44.44
1267 EWY ISHARES INC MSCI STH KOR ETF 18.0 $2K -384K -100.0% $123.00 +43.9%
1268 ITUB ITAU UNIBANCO HLDG S A SPON AD Financial Services 264.0 $2K NEW $8.37 +2.1%
1269 PAAS PAN AMERN SILVER CORP COM Basic Materials 38.0 $2K +31.0 +442.9% $54.63 -20.4%
1270 CVBF CVB FINL CORP COM Financial Services 108.0 $2K NEW $19.19 +17.7%
1271 E ENI SPA SPONSORED ADR Energy 36.0 $2K NEW $56.61 -12.5%
1272 FIXD FIRST TR EXCHNG TRADED FD VI S 44.0 $2K +21.0 +91.3% $43.43 -0.4%
1273 HRB BLOCK H R INC COM Consumer Cyclical 60.0 $2K -2K -96.8% $31.73 +29.0%
1274 PUK PRUDENTIAL PLC ADR Financial Services 66.0 $2K NEW $28.42 +0.6%
1275 BAH BOOZ ALLEN HAMILTON HLDG COR C Industrials 24.0 $2K NEW $78.04 -18.6%
1276 INSP INSPIRE MED SYS INC COM Healthcare 36.0 $2K NEW $51.58 -4.7%
1277 BOKF BOK FINL CORP COM NEW Financial Services 14.0 $2K +7.0 +100.0% $127.43 +8.6%
1278 UMC UNITED MICROELECTRONICS CORP S Technology 196.0 $2K NEW $8.98 +165.5%
1279 BSY BENTLEY SYS INC COM CL B Technology 50.0 $2K NEW $35.12 -11.3%
1280 EWT ISHARES INC MSCI TAIWAN ETF 24.0 $2K -175K -100.0% $70.92 +43.7%
Page 64 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%