Horizon Investments, LLC Incresed Positions in Q1 2025

Horizon Investments, LLC

  • $3.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
547
+ 9.07%
$330.16 - $365.55 $181K - $200K
6.58K $2.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
34
+ 4.28%
$1187.71 - $1432.58 $40.4K - $48.7K
828 $1.19M
MDLZ
Mondelez International, Inc.

Consumer Defensive
465
+ 1.83%
$56.12 - $68.15 $26.1K - $31.7K
25.9K $1.75M
MCK
Mckesson Corp

Healthcare
32
+ 1.6%
$566.21 - $672.99 $18.1K - $21.5K
2.04K $1.37M
MMM
3 M CO

Industrials
323
+ 3.18%
$129.7 - $155.12 $41.9K - $50.1K
10.5K $1.54M
CB
Chubb LTD

Financial Services
218
+ 3.45%
$257.71 - $301.99 $56.2K - $65.8K
6.53K $1.97M
COF
Capital One Financial Corp

Financial Services
1.17K
+ 7.69%
$163.87 - $209.82 $191K - $245K
16.3K $2.93M
TXN
Texas Instruments Inc

Technology
1.13K
+ 5.28%
N/A
22.6K $4.4M
AEP
American Electric Power CO Inc

Utilities
419
+ 4.21%
$90.32 - $109.27 $37.8K - $45.8K
10.4K $1.13M
AZN
Astrazeneca PLC

Healthcare
1.15K
+ 7.05%
$65.37 - $77.96 $75.2K - $89.7K
17.5K $1.28M
EXC
Exelon Corp

Utilities
887
+ 4.72%
$37.3 - $46.08 $33.1K - $40.9K
19.7K $907K
XLE
Energy Sector Spdr

ETFs
633
+ 3.68%
$85.7 - $93.96 $54.2K - $59.5K
17.8K $1.67M
ROP
Roper Technologies Inc

Industrials
83
+ 4.01%
$502.71 - $593.81 $41.7K - $49.3K
2.15K $1.27M
AON
Aon PLC

Financial Services
138
+ 4.1%
$348.44 - $409.32 $48.1K - $56.5K
3.5K $1.4M
CTAS
Cintas Corp

Industrials
243
+ 3.99%
$182.09 - $208.14 $44.2K - $50.6K
6.33K $1.3M
RSG
Republic Services, Inc.

Industrials
132
+ 3.65%
$200.09 - $242.16 $26.4K - $32K
3.75K $907K
AZO
Autozone Inc

Consumer Cyclical
10
+ 4.33%
$3193.96 - $3828.11 $31.9K - $38.3K
241 $918K
ADP
Automatic Data Processing Inc

Industrials
279
+ 3.85%
$286.85 - $318.64 $80K - $88.9K
7.53K $2.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.1K
+ 10.88%
$347.25 - $424.87 $383K - $469K
11.2K $4.12M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.74K
+ 35.41%
$49.36 - $53.08 $185K - $198K
14.3K $713K
ZTS
Zoetis Inc.

Healthcare
912
+ 8.17%
$156.48 - $175.67 $143K - $160K
12.1K $1.99M
YUM
Yum Brands Inc

Consumer Cyclical
189
+ 3.25%
$123.25 - $162.53 $23.3K - $30.7K
6K $943K
ED
Consolidated Edison Inc

Utilities
265
+ 4.2%
$88.0 - $110.59 $23.3K - $29.3K
6.58K $727K
NVO
Novo Nordisk A S

Healthcare
2.95K
+ 117.42%
$69.3 - $90.95 $205K - $268K
5.47K $379K
HCA
Hca Healthcare, Inc.

Healthcare
33
+ 1.05%
$296.7 - $345.55 $9.79K - $11.4K
3.18K $1.1M
WFC
Wells Fargo & Company

Financial Services
419
+ 0.53%
$66.78 - $81.42 $28K - $34.1K
79.7K $5.72M
IP
International Paper CO

Consumer Cyclical
2.88K
+ 60.54%
$49.38 - $60.09 $142K - $173K
7.63K $407K
KR
Kroger CO

Consumer Defensive
323
+ 1.65%
$58.36 - $67.72 $18.9K - $21.9K
19.9K $1.35M
PLD
Prologis, Inc.

Real Estate
644
+ 5.08%
$103.59 - $124.04 $66.7K - $79.9K
13.3K $1.49M
HWM
Howmet Aerospace Inc.

Industrials
268
+ 4.78%
$110.79 - $139.39 $29.7K - $37.4K
5.87K $761K
AVB
Avalonbay Communities Inc

Real Estate
901
+ 10.32%
$207.86 - $228.08 $187K - $206K
9.63K $2.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.74K
+ 2.3%
$23.32 - $23.84 $157K - $161K
300K $7.02M
BK
Bank Of New York Mellon Corp

Financial Services
52
+ 0.26%
$75.42 - $88.95 $3.92K - $4.63K
19.8K $1.66M
TDG
Trans Digm Group Inc

Industrials
38
+ 4.94%
$1251.32 - $1394.11 $47.6K - $53K
807 $1.12M
MET
Metlife Inc

Financial Services
2.35K
+ 7.84%
$77.7 - $87.0 $183K - $205K
32.3K $2.6M
HES
Hess Corp

Energy
198
+ 5.24%
$135.42 - $160.52 $26.8K - $31.8K
3.98K $635K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.76K
+ 15.15%
$30.38 - $34.94 $83.8K - $96.4K
21K $717K
EOG
Eog Resources Inc

Energy
298
+ 1.86%
$120.54 - $138.05 $35.9K - $41.1K
16.4K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.06%
$225.19 - $279.95 $3.15K - $3.92K
22.1K $5.42M
PSA
Public Storage

Real Estate
422
+ 8.74%
$288.99 - $313.98 $122K - $132K
5.25K $1.57M
ECL
Ecolab Inc.

Basic Materials
168
+ 4.02%
$229.72 - $269.82 $38.6K - $45.3K
4.35K $1.1M
PAYX
Paychex Inc

Industrials
227
+ 3.72%
$136.06 - $154.52 $30.9K - $35.1K
6.34K $977K
EEMV
Ishares Msci Emerging Markets

ETFs
1.67K
+ 3.01%
$57.07 - $59.29 $95.3K - $99K
57.1K $3.33M
WEC
Wec Energy Group, Inc.

Utilities
250
+ 4.25%
$92.12 - $108.98 $23K - $27.2K
6.13K $668K
TJX
Tjx Companies Inc

Consumer Cyclical
766
+ 3.47%
$112.81 - $126.16 $86.4K - $96.6K
22.8K $2.78M
CCI
Crown Castle International Corp

Real Estate
291
+ 4.89%
$84.33 - $106.39 $24.5K - $31K
6.24K $650K
ETR
Entergy Corp

Utilities
176
+ 1.78%
$75.26 - $87.89 $13.2K - $15.5K
10.1K $860K
MBB
Ishares Tr

ETFs
1.13K
+ 64.48%
$90.37 - $94.08 $102K - $107K
2.89K $271K
PSX
Phillips 66

Energy
137
+ 1.41%
$113.93 - $131.55 $15.6K - $18K
9.86K $1.22M
Activity Summary
Buys All Purchases 607 New Holdings 65 Increased Positions 542 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 5 Puts 2
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