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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  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KRE SPDR SERIES TRUST 10,234.0 $667K 0.35% -150.0 -1.4% $65.15 +6.8%
22 MSFT MICROSOFT CORP Technology 1,720.0 $637K 0.34% -179.0 -9.4% $370.07 +11.5%
23 UBER UBER TECHNOLOGIES INC Technology 8,197.0 $590K 0.31% -199.0 -2.4% $71.93 -1.7%
24 WMT WALMART INC Consumer Defensive 3,976.0 $494K 0.26% -570.0 -12.5% $124.29 -4.6%
25 GTLS CHART INDS INC Industrials 2,251.0 $465K 0.25% -131.0 -5.5% $206.75 +0.5%
26 SHY ISHARES TR 5,289.0 $437K 0.23% -675.0 -11.3% $82.57 -0.4%
27 CEG CONSTELLATION ENERGY CORP Utilities 1,395.0 $390K 0.21% -197.0 -12.4% $279.25 +3.4%
28 CRS CARPENTER TECHNOLOGY CORP Industrials 958.0 $378K 0.20% -215.0 -18.3% $394.31 +16.9%
Page 2 of 2  ·  28 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%