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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.93B
$595,000 0.01% of portfolio
7,456
Q2 2025 New
$948M
$620,000 0.01% of portfolio
23,410
Q2 2025 New
$827M
$506,000 0.01% of portfolio
16,489
Q2 2025 New
$1.92B
$466,000 0.01% of portfolio
5,485
Q2 2025 New
$732M
$551,000 0.01% of portfolio
13,325
Q2 2025 New
$703M
$507,000 0.01% of portfolio
43,215
Q2 2025 New
$674M
$438,000 0.01% of portfolio
51,036
Q2 2025 New
$1.95B
$432,000 0.01% of portfolio
8,635
Q2 2025 New
$959M
$473,000 0.01% of portfolio
7,546
Q2 2025 New
$665M
$497,000 0.01% of portfolio
14,881
Q2 2025 New
$577M
$493,000 0.01% of portfolio
16,155
Q2 2025 New
$770M
$472,000 0.01% of portfolio
16,449
Q2 2025 New
$1.33B
$479,000 0.01% of portfolio
8,225
Q2 2025 New
$547M
$473,000 0.01% of portfolio
11,847
Q2 2025 New
$1.72B
$508,000 0.01% of portfolio
19,464
Q2 2025 New
$1.55B
$512,000 0.01% of portfolio
28,900
Q2 2025 New
$604M
$454,000 0.01% of portfolio
36,404
Q2 2025 New
$1.78B
$494,000 0.01% of portfolio
15,256
Q2 2025 New
$1.22B
$517,000 0.01% of portfolio
21,227
Q2 2025 New
$959M
$2,000 0.0% of portfolio
20
Q2 2025 Added 900.0%
$1.33B
$5,000 0.0% of portfolio
85
Q2 2025 Reduced 7.61%
$734M
$4,000 0.0% of portfolio
349
Q2 2025 Added 20.76%
$811M
$374,000 0.0% of portfolio
13,518
Q2 2025 New
$678M
$0 0.0% of portfolio
5
Q2 2025 New
$1.33B
$0 0.0% of portfolio
3
Q2 2025 New
$1.56B
$390,000 0.0% of portfolio
16,735
Q2 2025 New
$1.82B
$225,000 0.0% of portfolio
7,123
Q3 2021 Reduced 50.0%

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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