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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 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,728.0 $844K 0.45% +71.0 +2.7% $309.50 +35.7%
42 GS GOLDMAN SACHS GROUP INC Financial Services 996.0 $843K 0.45% -44.0 -4.2% $846.31 +17.3%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,326.0 $786K 0.41% -953.0 -29.1% $337.93 +24.4%
44 IJR ISHARES TR 6,317.0 $785K 0.41% $124.30 +12.5%
45 QDF FLEXSHARES TR 9,620.0 $761K 0.40% $79.09 +12.6%
46 LRCX LAM RESEARCH CORP Technology 3,426.0 $732K 0.39% -1K -28.1% $213.65 +49.0%
47 VRT VERTIV HOLDINGS CO Industrials 2,777.0 $696K 0.37% -578.0 -17.2% $250.62 +28.2%
48 KO COCA COLA CO Consumer Defensive 9,045.0 $688K 0.36% -2K -14.7% $76.05 +7.9%
49 KRE SPDR SERIES TRUST 10,234.0 $667K 0.35% -150.0 -1.4% $65.15 +7.0%
50 MSFT MICROSOFT CORP Technology 1,720.0 $637K 0.34% -179.0 -9.4% $370.07 +11.8%
51 INGR INGREDION INC Consumer Defensive 5,530.0 $623K 0.33% +2K +62.9% $112.66 -7.4%
52 UBER UBER TECHNOLOGIES INC Technology 8,197.0 $590K 0.31% -199.0 -2.4% $71.93 -1.7%
53 JPM JPMORGAN CHASE & CO Financial Services 1,982.0 $583K 0.31% $294.19 +0.9%
54 UNP UNION PAC CORP Industrials 2,394.0 $581K 0.31% +1K +103.0% $242.61 +14.1%
55 VGIT VANGUARD SCOTTSDALE FDS 9,394.0 $559K 0.30% +1K +17.0% $59.55 -1.0%
56 IDV ISHARES TR 13,104.0 $558K 0.29% +129.0 +1.0% $42.56 +5.2%
57 TMUS T-MOBILE US INC Communication Services 2,390.0 $502K 0.27% +130.0 +5.8% $210.04 -8.6%
58 EWY ISHARES INC 4,045.0 $498K 0.26% NEW $123.01 +59.9%
59 VIS VANGUARD WORLD FD 1,592.0 $497K 0.26% $312.14 +9.9%
60 WMT WALMART INC Consumer Defensive 3,976.0 $494K 0.26% -570.0 -12.5% $124.29 -4.5%
Page 3 of 5  ·  88 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%