Horizon Investments, LLC Portfolio Holdings

Horizon Investments, LLC

  • $7.87 Billion
  • Q2 2025

Horizon Investments, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.87 Billion distributed in 1143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $537M, Ishares Core Msci Intl Develop with a value of $368M, Spdr Portfolio S&P 500 Value E with a value of $249M, Invesco S&P 500 Equal Weight E with a value of $228M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $203M.

Examining the 13F form we can see an increase of $3.93B in the current position value, from $3.95B to 7.87B.

Horizon Investments, LLC is based out at Charlotte, NC

Below you can find more details about Horizon Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.87 Billion
ETFs: $4.71 Billion
Technology: $868 Million
Financial Services: $506 Million
Healthcare: $349 Million
Consumer Cyclical: $311 Million
Communication Services: $311 Million
Industrials: $282 Million
Consumer Defensive: $207 Million
Other: $331 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$537 Million 6.82% of portfolio
5,632,336
Q2 2025 Added 22.19%
$0
$368 Million 4.67% of portfolio
4,834,866
Q2 2025 Added 32.53%
$0
$249 Million 3.16% of portfolio
4,757,058
Q2 2025 Reduced 5.98%
$0
$228 Million 2.9% of portfolio
1,255,164
Q2 2025 Reduced 0.29%
$0
$203 Million 2.58% of portfolio
5,024,596
Q2 2025 Reduced 19.62%
$0
$184 Million 2.33% of portfolio
4,295,710
Q2 2025 Reduced 3.65%
$434B
$169 Million 2.15% of portfolio
1,072,592
Q2 2025 Added 432.62%
$3.78T
$166 Million 2.1% of portfolio
332,825
Q2 2025 Added 494.07%
$0
$108 Million 1.37% of portfolio
1,146,363
Q2 2025 Added 44.0%
$1.66T
$99.2 Million 1.26% of portfolio
134,366
Q2 2025 Added 375.4%
$3.73T
$94.8 Million 1.2% of portfolio
462,017
Q2 2025 Added 371.62%
$2.33T
$87.7 Million 1.11% of portfolio
399,803
Q2 2025 Added 336.39%
$120B
$82.6 Million 1.05% of portfolio
299,820
Q2 2025 Added 274.91%
$0
$65.5 Million 0.83% of portfolio
1,023,718
Q2 2025 Added 101.82%
$0
$62 Million 0.79% of portfolio
1,156,143
Q2 2025 Reduced 5.64%
$0
$59.6 Million 0.76% of portfolio
1,203,898
Q2 2025 Added 235.24%
$0
$56.6 Million 0.72% of portfolio
309,414
Q2 2025 Added 1,191.59%
$0
$55.4 Million 0.7% of portfolio
1,039,677
Q2 2025 Added 4,158,608.0%
$1.27T
$53.9 Million 0.68% of portfolio
305,987
Q2 2025 Added 580.12%
$0
$49.8 Million 0.63% of portfolio
1,197,552
Q2 2025 Added 90,213.12%
$538B
$40.6 Million 0.52% of portfolio
30,343
Q2 2025 Added 166.14%
$0
$38.6 Million 0.49% of portfolio
437,807
Q2 2025 Added 163.92%
$568B
$33.6 Million 0.43% of portfolio
59,758
Q2 2025 Added 1,386.89%
$0
$32.8 Million 0.42% of portfolio
457,451
Q2 2025 Added 19.85%
$0
$33 Million 0.42% of portfolio
821,760
Q2 2025 Added 11.98%
$1.05T
$33.3 Million 0.42% of portfolio
104,837
Q2 2025 Added 121.61%
$0
$31.3 Million 0.4% of portfolio
288,700
Q2 2025 Added 566.37%
$0
$30.9 Million 0.39% of portfolio
838,233
Q2 2025 Added 68.3%
$0
$29.4 Million 0.37% of portfolio
317,229
Q2 2025 Added 415.96%
$884B
$29.5 Million 0.37% of portfolio
101,704
Q2 2025 Added 360.05%
$0
$27.9 Million 0.35% of portfolio
99,853
Q2 2025 Added 28.42%
$0
$26.6 Million 0.34% of portfolio
465,963
Q2 2025 Reduced 1.16%
$0
$25.5 Million 0.32% of portfolio
256,849
Q2 2025 Added 2.8%
$0
$25.2 Million 0.32% of portfolio
502,197
Q2 2025 Added 44.84%
$0
$24.7 Million 0.31% of portfolio
226,261
Q2 2025 Reduced 68.89%
$0
$24.5 Million 0.31% of portfolio
326,170
Q2 2025 Reduced 5.15%
$0
$24.6 Million 0.31% of portfolio
364,316
Q2 2025 Reduced 2.59%
$0
$24.2 Million 0.31% of portfolio
537,302
Q2 2025 Reduced 10.74%
$0
$24 Million 0.3% of portfolio
259,919
Q2 2025 Added 24.74%
$0
$24 Million 0.3% of portfolio
906,123
Q2 2025 Reduced 18.47%
$575B
$24 Million 0.3% of portfolio
67,516
Q2 2025 Added 158.11%
$263B
$23.7 Million 0.3% of portfolio
242,059
Q2 2025 Added 156.83%
$418B
$22.6 Million 0.29% of portfolio
22,782
Q2 2025 Added 219.03%
$213B
$23.1 Million 0.29% of portfolio
291,494
Q2 2025 Added 722.66%
$463B
$22.2 Million 0.28% of portfolio
145,596
Q2 2025 Added 422.92%
$308B
$22.3 Million 0.28% of portfolio
163,554
Q2 2025 Added 195.6%
$0
$21.9 Million 0.28% of portfolio
725,125
Q2 2025 Added 10.17%
$0
$22.1 Million 0.28% of portfolio
755,471
Q2 2025 Reduced 26.42%
$476B
$20.9 Million 0.27% of portfolio
193,820
Q2 2025 Added 255.11%

Summary

  • Portfolio
  • No. of Stocks 1,143
  • Current Value $7.87 Billion
  • Prior Value $3.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 274 stocks
  • Additional Purchases 668 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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