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Portfolio (Quarterly) Guide ↗

Horizon Family Wealth, Inc.

· CIK 0001910660
13F Portfolio $189M AUM 128 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 33 Added 28 Reduced 3 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 2,394.0 $581K 0.31% +1K +103.0% $242.61 +15.2%
22 VGIT VANGUARD SCOTTSDALE FDS 9,394.0 $559K 0.30% +1K +17.0% $59.55 -1.0%
23 IDV ISHARES TR 13,104.0 $558K 0.29% +129.0 +1.0% $42.56 +5.1%
24 TMUS T-MOBILE US INC Communication Services 2,390.0 $502K 0.27% +130.0 +5.8% $210.04 -9.2%
25 AEP AMERICAN ELEC PWR CO INC Utilities 3,763.0 $493K 0.26% +750.0 +24.9% $131.11 -1.2%
26 HCA HCA HEALTHCARE INC Healthcare 953.0 $451K 0.24% +17.0 +1.8% $473.14 -17.1%
27 CCK CROWN HLDGS INC Consumer Cyclical 4,446.0 $446K 0.23% +2K +121.3% $100.25 -2.2%
28 INTU INTUIT Technology 957.0 $414K 0.22% +9.0 +0.9% $432.31 -28.8%
29 IYG ISHARES TR 4,865.0 $403K 0.21% +151.0 +3.2% $82.85 +4.9%
30 PANW PALO ALTO NETWORKS INC Technology 2,015.0 $323K 0.17% +275.0 +15.8% $160.32 +55.0%
31 META META PLATFORMS INC Communication Services 511.0 $292K 0.15% +4.0 +0.8% $571.68 +11.1%
32 JMST J P MORGAN EXCHANGE TRADED F 5,046.0 $257K 0.14% +448.0 +9.7% $50.98 -0.1%
33 BSX BOSTON SCIENTIFIC CORP Healthcare 3,794.0 $238K 0.13% +24.0 +0.6% $62.75 -19.6%
Page 2 of 2  ·  33 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 34.6%
Communication Services 17.7%
Financial Services 13.6%
Industrials 12.7%
Consumer Defensive 8.7%
Consumer Cyclical 5.7%
Utilities 3.5%
Healthcare 2.7%
Energy 0.9%