Institutional Fund
Horizon Investments, LLC
Charlotte, NCCIK 15607175 filings on record
Portfolio Value
$8.92B
Q1 2026
Holdings
1,391
Reported positions
New Buys
213
Opened this quarter
QoQ Change
+13.0%
from $7.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust7.0%
- Ishares Tr3.8%
- Spdr Series Trust3.4%
- Nvidia Corporation2.8%
- Apple Inc2.5%
- Spdr Index Shs Fds2.4%
- Other78.0%
Portfolio Holdings
1,391 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 6.39M | $625.53M | 7.0% | +999.6K | Added |
| 2 | Ishares Tr | 4.06M | $339.69M | 3.8% | +207.1K | Added |
| 3 | Spdr Series Trust | 5.33M | $301.69M | 3.4% | +1.46M | Added |
| 4 | Nvidia Corporation | 1.46M | $254.24M | 2.8% | +119.9K | Added |
| 5 | Apple Inc | 867.0K | $219.83M | 2.5% | +256.4K | Added |
| 6 | Spdr Index Shs Fds | 4.77M | $217.96M | 2.4% | −31.2K | Reduced |
| 7 | Spdr Index Shs Fds | 4.10M | $192.48M | 2.2% | +76.4K | Added |
| 8 | Spdr Series Trust | 2.11M | $191.92M | 2.2% | +2.04M | Added |
| 9 | Spdr Series Trust | 7.17M | $183.69M | 2.1% | +82.3K | Added |
| 10 | Microsoft Corp | 440.7K | $163.15M | 1.8% | +27.9K | Added |
1,381 more holdings on Premium
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