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Horizon Investments, LLC Top Holdings and 13F Report (2026)

About Horizon Investments, LLC

Investment Activity

  • Horizon Investments, LLC has $8.92 billion in total holdings as of March 31, 2026.
  • Horizon Investments, LLC owns shares of 1,408 different stocks, but just 182 companies or ETFs make up 80% of its holdings.
  • Approximately 21.70% of the portfolio was purchased this quarter.
  • About 16.48% of the portfolio was sold this quarter.
  • This quarter, Horizon Investments, LLC has purchased 1,305 new stocks and bought additional shares in 836 stocks.
  • Horizon Investments, LLC sold shares of 354 stocks and completely divested from 113 stocks this quarter.

Largest New Holdings this Quarter

72201R569 - PIMCO ETF TR MTG BKD SECS ACT
$14,881,842 Holding
87162W100 - TD SYNNEX
$8,135,432 Holding
237266101 - Darling Ingredients
$6,168,857 Holding
78454L100 - SM Energy
$4,694,679 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
2,037,332 shares (about $185.62M)
SPDR Portfolio S&P 500 Growth ETF
999,585 shares (about $97.87M)
SPDR Portfolio S&P 500 Value ETF
1,461,146 shares (about $82.67M)
Vanguard Dividend Appreciation ETF
309,363 shares (about $66.53M)
Apple
256,433 shares (about $65.02M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
996,286 shares (about $647.92M)
iShares MSCI South Korea ETF
384,378 shares (about $47.28M)
SPDR Blackstone Senior Loan ETF
1,172,502 shares (about $46.52M)
iShares Russell 2000 ETF
171,734 shares (about $42.59M)
Broadcom
74,589 shares (about $23.09M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHorizon Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$625,531,618$97,869,367 â–²18.5%6,388,8437.0%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$339,691,241$17,306,846 â–²5.4%4,064,7513.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$301,694,518$82,671,641 â–²37.7%5,332,1763.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$254,239,274$20,911,083 â–²9.0%1,457,7942.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$219,833,224$65,021,152 â–²42.0%866,9872.5%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$217,956,153$1,422,043 â–¼-0.6%4,774,5052.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$192,482,707$3,582,611 â–²1.9%4,103,2342.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$191,920,664$185,621,319 â–²2,946.7%2,106,4722.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$183,693,017$2,108,475 â–²1.2%7,169,9072.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$163,149,836$10,343,290 â–²6.8%440,7431.8%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$151,164,636$154,112 â–²0.1%787,6441.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$139,252,943$6,538,252 â–¼-4.5%484,2571.6%Computer and Technology
LISTED FDS TR ROUNDHILL MAGNIF
$131,049,735$7,623,629 â–²6.2%2,261,8181.5%COM
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$120,886,498$10,368,796 â–²9.4%1,303,4991.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$94,494,783$66,531,607 â–²237.9%439,3881.1%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$94,060,439$48,656,989 â–²107.2%2,777,9221.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$91,253,709$11,086,004 â–²13.8%438,1511.0%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$90,478,130$23,086,041 â–¼-20.3%292,3271.0%Computer and Technology
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$81,671,821$20,772,309 â–²34.1%3,146,0640.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$77,637,918$40,287,160 â–²107.9%1,211,5780.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$77,438,473$4,152,566 â–²5.7%1,110,2290.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$74,895,250$14,787,844 â–²24.6%130,9060.8%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$66,612,588$5,546,355 â–²9.1%392,6240.7%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$64,767,001$33,651,338 â–²108.1%521,0120.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$61,885,326$11,347,935 â–²22.5%129,1430.7%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$61,378,049$3,125,352 â–²5.4%319,9940.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$61,035,388$34,856,082 â–²133.1%459,2580.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$60,701,052$5,110,507 â–²9.2%248,3270.7%Medical
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$57,919,662$31,489,260 â–²119.1%1,274,3600.6%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$57,192,419$1,034,804 â–²1.8%814,9390.6%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$56,984,771$17,629 â–¼0.0%1,079,6660.6%Manufacturing
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$52,681,443$6,569,590 â–¼-11.1%527,5530.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$52,198,446$27,778,677 â–²113.8%529,3960.6%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$49,099,162$1,680,420 â–¼-3.3%53,3820.6%Medical
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$46,155,478$25,168,171 â–²119.9%988,3400.5%ETF
Chevron Corporation stock logo
CVX
Chevron
$43,284,308$3,843,581 â–²9.7%209,2040.5%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$39,530,321$12,397,039 â–¼-23.9%117,0090.4%Computer and Technology
WALMART INC COM
$38,637,468$2,983,534 â–²8.4%311,4920.4%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$38,442,062$1,820,053 â–²5.0%131,3540.4%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$36,769,136$19,826,160 â–²117.0%237,0520.4%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$35,944,879$4,424,568 â–²14.0%96,6910.4%Auto/Tires/Trucks
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$35,533,976$10,071,425 â–²39.6%722,5290.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$35,443,534$7,688,288 â–²27.7%35,6220.4%Retail/Wholesale
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$34,074,570$66,436 â–²0.2%712,4100.4%ETF
PALANTIR TECHNOLOGIES INC CL A
$33,690,039$8,647,781 â–²34.5%230,3120.4%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$33,399,962$2,240,401 â–²7.2%277,6620.4%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$32,783,421$4,003,758 â–²13.9%228,6790.4%Consumer Staples
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$32,053,806$626,077 â–²2.0%405,1290.4%Manufacturing
XLC
Communication Services Select Sector SPDR Fund
$32,036,988$2,125,519 â–²7.1%288,9860.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$29,437,277$18,604,458 â–²171.7%325,1660.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$28,136,153$44,091 â–¼-0.2%82,3200.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$27,816,887$3,810,239 â–²15.9%92,2280.3%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$26,958,644$2,822,709 â–²11.7%54,0470.3%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$26,871,037$3,850,235 â–²16.7%93,6730.3%Computer and Technology
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$26,795,309$721,676 â–²2.8%1,586,4600.3%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$26,696,337$6,704,777 â–¼-20.1%677,5720.3%ETF
LAM RESEARCH CORP COM NEW
$25,881,918$268,784 â–²1.0%121,1360.3%COM
Netflix, Inc. stock logo
NFLX
Netflix
$25,645,897$460,078 â–¼-1.8%266,7280.3%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$25,513,784$10,454,064 â–²69.4%125,4180.3%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$24,622,282$489,245 â–²2.0%291,5950.3%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$24,505,363$2,902,144 â–²13.4%322,2270.3%Consumer Staples
JPMorgan BetaBuilders Europe ETF stock logo
BBEU
JPMorgan BetaBuilders Europe ETF
$24,486,817$356,185 â–²1.5%338,1690.3%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$23,478,096$9,168,159 â–²64.1%73,7980.3%Computer and Technology
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$23,432,501$458,982 â–²2.0%359,6700.3%ETF
Newmont Corporation stock logo
NEM
Newmont
$23,286,632$1,054,896 â–¼-4.3%215,1190.3%Basic Materials
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$22,510,490$8,606,453 â–²61.9%309,2950.3%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$22,509,057$4,204,431 â–²23.0%136,1380.3%Consumer Staples
AT&T Inc. stock logo
T
AT&T
$22,434,461$1,968,421 â–²9.6%781,9610.3%Computer and Technology
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$21,620,271$7,448,498 â–²52.6%121,3940.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$21,616,953$759,078 â–²3.6%65,7270.2%Retail/Wholesale
GE VERNOVA INC COM
$21,516,985$537,706 â–²2.6%24,6500.2%COM
LINDE PLC SHS
$21,404,934$8,337,692 â–²63.8%43,1760.2%COM
McDonald's Corporation stock logo
MCD
McDonald's
$20,628,065$2,960,275 â–²16.8%66,3730.2%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$20,433,604$4,498,260 â–²28.2%155,9460.2%Energy
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$20,237,261$10,530,547 â–²108.5%281,8560.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$19,762,773$4,550,090 â–²29.9%94,0950.2%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$19,757,091$1,316,350 â–²7.1%141,7600.2%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$19,732,372$2,401,728 â–²13.9%123,5590.2%Retail/Wholesale
Antero Resources Corporation stock logo
AR
Antero Resources
$19,618,017$3,871,122 â–²24.6%462,2530.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$19,287,894$10,832,670 â–¼-36.0%89,4200.2%Medical
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$18,867,771$5,930,717 â–¼-23.9%419,3770.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$18,747,457$13,933,141 â–²289.4%64,9420.2%Basic Materials
Oracle Corporation stock logo
ORCL
Oracle
$18,713,637$1,332,154 â–¼-6.6%127,6510.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$18,181,664$4,487,260 â–²32.8%117,0820.2%Consumer Staples
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$18,046,898$2,021,548 â–²12.6%307,7050.2%Basic Materials
General Dynamics Corporation stock logo
GD
General Dynamics
$17,456,610$2,655,490 â–²17.9%51,0980.2%Aerospace
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$17,119,480$9,235,588 â–²117.1%375,0160.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$16,907,358$8,701,303 â–²106.0%115,3220.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$16,373,362$7,986,799 â–²95.2%25,0660.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$16,164,535$481,542 â–²3.1%22,8600.2%Industrials
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$15,900,770$9,077,557 â–²133.0%150,6040.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$15,895,264$7,154,157 â–²81.8%321,9620.2%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$15,883,028$1,218,781 â–²8.3%144,6410.2%ETF
TechnipFMC plc stock logo
FTI
TechnipFMC
$15,768,207$951,851 â–¼-5.7%228,0950.2%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$15,257,810$1,884,634 â–²14.1%293,3630.2%Finance
ARISTA NETWORKS INC COM SHS
$15,226,807$3,166,373 â–²26.3%124,0170.2%COM
Salesforce Inc. stock logo
CRM
Salesforce
$15,064,883$4,490,027 â–²42.5%80,9070.2%Computer and Technology
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$14,906,618$10,306,287 â–²224.0%409,4100.2%ETF
PIMCO ETF TR MTG BKD SECS ACT
$14,881,842$14,881,842 â–²New Holding302,4150.2%COM
SIMPLIFY EXCHANGE TRADED FUN M
$14,831,856$908,896 â–²6.5%301,3380.2%COM

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