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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEP AMERICAN ELEC PWR CO INC Utilities 3,763.0 $493K 0.26% +750.0 +24.9% $131.11 -1.1%
62 GTLS CHART INDS INC Industrials 2,251.0 $465K 0.25% -131.0 -5.5% $206.75 +0.5%
63 EFAV ISHARES TR 5,087.0 $465K 0.25% $91.37 -0.3%
64 ALLE ALLEGION PLC Industrials 3,167.0 $460K 0.24% NEW $145.25 -9.4%
65 HCA HCA HEALTHCARE INC Healthcare 953.0 $451K 0.24% +17.0 +1.8% $473.14 -17.1%
66 CCK CROWN HLDGS INC Consumer Cyclical 4,446.0 $446K 0.23% +2K +121.3% $100.25 -2.2%
67 SHY ISHARES TR 5,289.0 $437K 0.23% -675.0 -11.3% $82.57 -0.4%
68 ASML ASML HLDG NV Technology 323.0 $427K 0.23% $1323.20 +20.9%
69 BSMQ INVESCO EXCH TRD SLF IDX FD 18,043.0 $426K 0.23% NEW $23.63 -0.3%
70 INTU INTUIT Technology 957.0 $414K 0.22% +9.0 +0.9% $432.31 -28.9%
71 IYG ISHARES TR 4,865.0 $403K 0.21% +151.0 +3.2% $82.85 +4.8%
72 CEG CONSTELLATION ENERGY CORP Utilities 1,395.0 $390K 0.21% -197.0 -12.4% $279.25 +3.2%
73 CRS CARPENTER TECHNOLOGY CORP Industrials 958.0 $378K 0.20% -215.0 -18.3% $394.31 +16.5%
74 DE DEERE & CO Industrials 641.0 $361K 0.19% $563.52 -6.4%
75 VOT VANGUARD INDEX FDS 1,277.0 $329K 0.17% NEW $257.27 +14.1%
76 PANW PALO ALTO NETWORKS INC Technology 2,015.0 $323K 0.17% +275.0 +15.8% $160.32 +55.0%
77 MRVL MARVELL TECHNOLOGY INC Technology 3,245.0 $321K 0.17% NEW $99.05 +102.6%
78 PWB INVESCO EXCHANGE TRADED FD T 2,437.0 $307K 0.16% $125.94 +26.3%
79 TT TRANE TECHNOLOGIES PLC Industrials 731.0 $305K 0.16% $416.88 +10.3%
80 META META PLATFORMS INC Communication Services 511.0 $292K 0.15% +4.0 +0.8% $571.68 +10.7%
Page 4 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%