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Horizon Investments, LLC — 13F Holdings & Portfolio

CIK 1560717 · latest 13F-HR filed 2026-05-15

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$8.92B

Long-equity book

Holdings

1,433

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+213 / −113 / ↑695 / ↓360

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST STATE STREET$185.6M +2937.7%
  • SPDR SERIES TRUST STATE STREET$81.8M +37.2%
  • VANGUARD SPECIALIZED FUNDS DIV$65.9M +230.7%
  • APPLE INC COM$53.8M +32.4%
  • SPDR SERIES TRUST STATE STREET$50.5M +8.8%
Show all 695 →

Top Trims

  • SSGA ACTIVE ETF TR STATE STREE-$48.4M -100.0%
  • ISHARES INC MSCI STH KOR ETF-$37.4M -100.0%
  • BROADCOM INC COM-$36.5M -28.8%
  • MICROSOFT CORP COM-$36.5M -18.3%
  • SPDR SERIES TRUST STATE STREET-$22.6M -100.0%
Show all 360 →

New Positions

  • PIMCO ETF TR MTG BKD SECS ACT$14.9M
  • LEGG MASON ETF INVT FRANKLIN I$14.8M
  • TD SYNNEX CORPORATION COM$8.1M
  • DARLING INGREDIENTS INC COM$6.2M
  • SM ENERGY COMPANY COM$4.7M
Show all 213 →

Exited Positions

  • SPDR SERIES TRUST STATE STREET$6.7M
  • LAMAR ADVERTISING CO NEW CL A$5.7M
  • MAPLEBEAR INC COM$5.2M
  • JANUS HENDERSON GROUP PLC ORD$4.5M
  • NEWMARKET CORP COM$4.0M
Show all 113 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST STATE STREET SPYG 78464A409 $597.5M 6.70% 6,102,085 SH
2 ISHARES TR CORE MSCI INTL IDEV 46435G326 $339.7M 3.81% 4,064,751 SH
3 SPDR SERIES TRUST STATE STREET SPYV 78464A508 $280.5M 3.14% 4,957,396 SH
4 NVIDIA CORPORATION COM NVDA 67066G104 $254.2M 2.85% 1,457,794 SH
5 APPLE INC COM AAPL 037833100 $219.8M 2.46% 866,987 SH
6 SPDR INDEX SHS FDS STATE STREE SPDW 78463X889 $218.0M 2.44% 4,774,505 SH
7 SPDR INDEX SHS FDS STATE STREE SPEM 78463X509 $192.5M 2.16% 4,103,234 SH
8 SPDR SERIES TRUST STATE STREET BIL 78468R663 $191.9M 2.15% 2,106,472 SH
9 SPDR SERIES TRUST STATE STREET SPAB 78464A649 $183.7M 2.06% 7,169,907 SH
10 MICROSOFT CORP COM MSFT 594918104 $163.1M 1.83% 440,743 SH
11 INVESCO EXCHANGE TRADED FD T S RSP 46137V357 $151.2M 1.69% 787,644 SH
12 ALPHABET INC CAP STK CL A GOOGL 02079K305 $139.3M 1.56% 484,257 SH
13 LISTED FDS TR ROUNDHILL MAGNIF MAGS 53656G498 $131.0M 1.47% 2,261,818 SH
14 ISHARES TR MSCI USA MIN VOL USMV 46429B697 $106.5M 1.19% 1,148,601 SH
15 AMAZON COM INC COM AMZN 023135106 $91.3M 1.02% 438,151 SH
16 BROADCOM INC COM AVGO 11135F101 $90.5M 1.01% 292,327 SH
17 PIMCO ETF TR MULTISECTOR BD PYLD 72201R585 $81.7M 0.92% 3,146,064 SH
18 DIMENSIONAL ETF TRUST EMGR CRE DFAE 25434V302 $81.2M 0.91% 2,398,508 SH
19 META PLATFORMS INC CL A META 30303M102 $74.9M 0.84% 130,906 SH
20 ISHARES INC CORE MSCI EMKT IEMG 46434G103 $68.4M 0.77% 980,865 SH
21 EXXON MOBIL CORP COM XOM 30231G102 $66.6M 0.75% 392,624 SH
22 VANGUARD SPECIALIZED FUNDS DIV VIG 921908844 $65.7M 0.74% 305,268 SH
23 VANGUARD TAX-MANAGED FDS VAN F VEA 921943858 $62.6M 0.70% 976,586 SH
24 BERKSHIRE HATHAWAY INC DEL CL BRK.B 084670702 $61.9M 0.69% 129,143 SH
25 ISHARES TR MSCI USA QLT FCT QUAL 46432F339 $61.4M 0.69% 319,994 SH
26 SELECT SECTOR SPDR TR STATE ST XLK 81369Y803 $61.0M 0.68% 459,258 SH
27 JOHNSON JOHNSON COM JNJ 478160104 $60.7M 0.68% 248,327 SH
28 ISHARES TR CORE DIV GRWTH DGRO 46434V621 $57.2M 0.64% 814,939 SH
29 ISHARES TR ISHS 5-10YR INVT IGIB 464288638 $57.0M 0.64% 1,079,666 SH
30 ISHARES TR CORE SP SCP ETF IJR 464287804 $55.3M 0.62% 444,856 SH
31 FIDELITY MERRIMACK STR TR TOTA FBND 316188309 $54.6M 0.61% 1,201,528 SH
32 AMERICAN CENTY ETF TR INTL SMC AVDV 025072802 $52.7M 0.59% 527,553 SH
33 ELI LILLY CO COM LLY 532457108 $49.1M 0.55% 53,382 SH
34 ISHARES TR CORE US AGGBD ET AGG 464287226 $48.9M 0.55% 495,680 SH
35 J P MORGAN EXCHANGE TRADED F C JCPB 46641Q670 $46.2M 0.52% 988,340 SH
36 CHEVRON CORPORATION COM CVX 166764100 $43.3M 0.49% 209,204 SH
37 MICRON TECHNOLOGY INC COM MU 595112103 $39.5M 0.44% 117,009 SH
38 WALMART INC COM WMT 931142103 $38.6M 0.43% 311,492 SH
39 JPMORGAN CHASE CO COM JPM 46625H100 $38.4M 0.43% 131,354 SH
40 ISHARES TR CORE SP US GWT IUSG 464287671 $36.8M 0.41% 237,052 SH
41 TESLA INC COM TSLA 88160R101 $35.9M 0.40% 96,691 SH
42 ISHARES TR 10 YR INVST GRD IGLB 464289511 $35.5M 0.40% 722,529 SH
43 COSTCO WHOLESALE CORPORATION C COST 22160K105 $35.4M 0.40% 35,622 SH
44 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $33.7M 0.38% 230,312 SH
45 MERCK CO INC COM MRK 58933Y105 $33.4M 0.37% 277,662 SH
46 VANGUARD CHARLOTTE FDS TOTAL I BNDX 92203J407 $33.3M 0.37% 695,182 SH
47 PROCTER GAMBLE CO COM PG 742718109 $32.8M 0.37% 228,679 SH
48 INVESCO EXCH TRADED FD TR II K KBWB 46138E628 $32.1M 0.36% 405,129 SH
49 SELECT SECTOR SPDR TR STATE ST XLC 81369Y852 $32.0M 0.36% 288,986 SH
50 VANGUARD SPECIALIZED FUNDS DIV VIG 921908844 $28.8M 0.32% 134,120 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $8.92B 1,433 0001560717-26-000007
2025-12-31 2026-02-02 $7.89B 1,322 0001560717-26-000002
2025-09-30 2025-11-14 $7.61B 1,212 0001560717-25-000008