Horizon Investments, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$7.9B

Holdings

1,291

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,291 positions)

StockValue
THGHANOVER INS GROUP INC COM
$4.0M
ESNTESSENT GROUP LTD COM
$4.0M
EQTEQT CORP COM
$4.0M
WTSWATTS WATER TECHNOLOGIES INC C
$4.0M
HOODROBINHOOD MKTS INC COM CL A
$4.0M
NEUNEWMARKET CORP COM
$4.0M
APPAPPLOVIN CORP COM CL A
$4.0M
IJHISHARES TR CORE SP MCP ETF
$4.0M
AWIARMSTRONG WORLD INDS INC NEW C
$4.0M
MSIMOTOROLA SOLUTIONS INC COM NEW
$3.9M
PANWPALO ALTO NETWORKS INC COM
$3.9M
CAHCARDINAL HEALTH INC COM
$3.9M
AMANTERO MIDSTREAM CORP COM
$3.9M
EHCENCOMPASS HEALTH CORP COM
$3.9M
FRFIRST INDL RLTY TR INC COM
$3.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO C
$3.9M
AITAPPLIED INDL TECHNOLOGIES IN C
$3.9M
ITTITT INC COM
$3.9M
SHWSHERWIN WILLIAMS CO COM
$3.9M
DGRWWISDOMTREE TR US QTLY DIV GRT
$3.9M
TRGPTARGA RES CORP COM
$3.9M
FFORD MTR CO COM
$3.8M
DINOHF SINCLAIR CORP COM
$3.8M
EEMVISHARES INC MSCI EMERG MRKT
$3.8M
PCARPACCAR INC COM
$3.8M
BKBANK NEW YORK MELLON CORP COM
$3.8M
WDCWESTERN DIGITAL CORP COM
$3.7M
PEOEXELON CORP COM
$3.7M
NDQINVESCO QQQ TR UNIT SER 1
$3.7M
CCKCROWN HLDGS INC COM
$3.7M
URBNURBAN OUTFITTERS INC COM
$3.7M
EXPEEXPEDIA GROUP INC COM NEW
$3.6M
GAPGAP INC COM
$3.6M
SCHDSCHWAB STRATEGIC TR US DIVIDEN
$3.6M
TMHCTAYLOR MORRISON HOME CORP COM
$3.6M
LMTLOCKHEED MARTIN CORP COM
$3.5M
DASHDOORDASH INC CL A
$3.5M
OKEONEOK INC NEW COM
$3.5M
IBKRINTERACTIVE BROKERS GROUP IN C
$3.5M
ASMLASML HOLDING N V N Y REGISTRY
$3.5M
ENSENERSYS COM
$3.5M
ACGLARCH CAP GROUP LTD ORD
$3.5M
VMIVALMONT INDS INC COM
$3.4M
NRANRG ENERGY INC COM NEW
$3.4M
ECLECOLAB INC COM
$3.4M
FDO.FMACYS INC COM
$3.4M
ICEINTERCONTINENTAL EXCHANGE IN C
$3.4M
HWMHOWMET AEROSPACE INC COM
$3.4M
MCOMOODYS CORP COM
$3.3M
EXEEXPAND ENERGY CORPORATION COM
$3.3M
ABNBAIRBNB INC COM CL A
$3.3M
CRWDCROWDSTRIKE HLDGS INC CL A
$3.3M
ITWILLINOIS TOOL WKS INC COM
$3.3M
BYDBOYD GAMING CORP COM
$3.2M
SBUXSTARBUCKS CORP COM
$3.2M
APOAPOLLO GLOBAL MGMT INC COM
$3.2M
ANAUTONATION INC COM
$3.2M
CRUSCIRRUS LOGIC INC COM
$3.2M
RLRALPH LAUREN CORP CL A
$3.2M
CTRACOTERRA ENERGY INC COM
$3.2M
ULTAULTA BEAUTY INC COM
$3.1M
SNPSSYNOPSYS INC COM
$3.1M
GGENPACT LIMITED SHS
$3.1M
UALUNITED AIRLS HLDGS INC COM
$3.1M
DVNDEVON ENERGY CORP NEW COM
$3.1M
DTMDT MIDSTREAM INC COMMON STOCK
$3.1M
PTCTPTC THERAPEUTICS INC COM
$3.1M
GWWWW GRAINGER INC COM
$3.1M
BIIBBIOGEN INC COM
$3.1M
UHSUNIVERSAL HLTH SVCS INC CL B
$3.1M
BABAALIBABA GROUP HLDG LTD SPONSOR
$3.1M
XLESELECT SECTOR SPDR TR STATE ST
$3.0M
DRIDARDEN RESTAURANTS INC COM
$3.0M
MMM3M CO COM
$3.0M
STESTERIS PLC SHS USD
$3.0M
REGNREGENERON PHARMACEUTICALS COM
$3.0M
XLUSELECT SECTOR SPDR TR STATE ST
$3.0M
AONAON PLC SHS CL A
$3.0M
RSRELIANCE INC COM
$2.9M
BABOEING CO COM
$2.9M
EMEEMCOR GROUP INC COM
$2.9M
NVRNVR INC COM
$2.9M
CBOECBOE GLOBAL MKTS INC COM
$2.9M
CSXCSX CORP COM
$2.9M
XYLXYLEM INC COM
$2.9M
VLTOVERALTO CORP COM SHS
$2.9M
SIGISELECTIVE INS GROUP INC COM
$2.9M
GHCGRAHAM HLDGS CO COM CL B
$2.9M
BRBROADRIDGE FINL SOLUTIONS IN C
$2.9M
METMETLIFE INC COM
$2.9M
ESEVERSOURCE ENERGY COM
$2.9M
WABWABTEC COM
$2.9M
DLTRDOLLAR TREE INC COM
$2.9M
EBAEBAY INC. COM
$2.9M
LDOSLEIDOS HOLDINGS INC COM
$2.9M
KRKROGER CO COM
$2.9M
NXTNEXTPOWER INC CLASS A COM
$2.9M
JBHTHUNT J B TRANS SVCS INC COM
$2.9M
GPIXGOLDMAN SACHS ETF TR SP 500 PR
$2.8M
ACTENACT HLDGS INC COM
$2.8M
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