Horizon Investments, LLC Portfolio Holdings

Horizon Investments, LLC

  • $3.95 Billion
  • Q1 2025

Horizon Investments, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.95 Billion distributed in 884 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $370M, Spdr Portfolio S&P 500 Value E with a value of $258M, Ishares Core Msci Intl Develop with a value of $251M, Spdr Ser Tr Fds Spdr Portfolio with a value of $228M, and Invesco S&P 500 Equal Weight E with a value of $218M.

Examining the 13F form we can see an increase of $146M in the current position value, from $3.8B to 3.95B.

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 $3.95 Billion
ETFs: $3.13 Billion
Technology: $236 Million
Financial Services: $106 Million
Healthcare: $93.5 Million
Industrials: $78.4 Million
Consumer Cyclical: $75.7 Million
Communication Services: $59.7 Million
Consumer Defensive: $56.9 Million
Other: $104 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$2.95 Million 0.07% of portfolio
49,465
Q1 2025 Added 47.45%
$162B
$2.87 Million 0.07% of portfolio
10,155
Q1 2025 Added 4.28%
$184B
$2.8 Million 0.07% of portfolio
8,478
Q1 2025 Added 2.55%
$136B
$2.76 Million 0.07% of portfolio
24,661
Q1 2025 Reduced 20.37%
$92.3B
$2.8 Million 0.07% of portfolio
63,297
Q1 2025 Added 9.72%
$217B
$2.69 Million 0.07% of portfolio
584
Q1 2025 Added 3.55%
$73.3B
$2.93 Million 0.07% of portfolio
16,344
Q1 2025 Added 7.69%
$147B
$2.78 Million 0.07% of portfolio
22,837
Q1 2025 Added 3.47%
$153B
$2.92 Million 0.07% of portfolio
79,093
Q1 2025 Added 1.98%
$98.7B
$2.64 Million 0.07% of portfolio
26,900
Q1 2025 Added 4.66%
$34.9B
$2.19 Million 0.06% of portfolio
9,405
Q1 2025 Added 7.95%
$549B
$2.2 Million 0.06% of portfolio
4,019
Q1 2025 Added 12.39%
$28B
$2.17 Million 0.06% of portfolio
12,053
Q1 2025 Reduced 5.92%
$91.9B
$2.3 Million 0.06% of portfolio
6,578
Q1 2025 Added 9.07%
$139B
$2.49 Million 0.06% of portfolio
10,674
Q1 2025 Added 3.42%
$60.3B
$2.43 Million 0.06% of portfolio
8,238
Q1 2025 Added 11.66%
$108B
$2.24 Million 0.06% of portfolio
24,926
Q1 2025 Added 3.99%
$150B
$2.34 Million 0.06% of portfolio
23,176
Q1 2025 Added 4.68%
$82.4B
$2.37 Million 0.06% of portfolio
24,608
Q1 2025 Added 183.31%
$151B
$2.52 Million 0.06% of portfolio
11,904
Q1 2025 Added 3.94%
$160B
$2.33 Million 0.06% of portfolio
29,779
Q1 2025 Added 16.22%
$114B
$2.45 Million 0.06% of portfolio
5,049
Q1 2025 Added 1.61%
$70.3B
$2.3 Million 0.06% of portfolio
13,094
Q1 2025 Added 5.89%
$145B
$2.55 Million 0.06% of portfolio
35,934
Q1 2025 Added 2.87%
$135B
$2.3 Million 0.06% of portfolio
7,527
Q1 2025 Added 3.85%
$130B
$2.18 Million 0.06% of portfolio
86,200
Q1 2025 Added 4.36%
$53.1B
$2.56 Million 0.06% of portfolio
10,430
Q1 2025 Added 137.37%
$1.06T
$1.9 Million 0.05% of portfolio
12,172
Q1 2025 Added 20.86%
$88.1B
$1.85 Million 0.05% of portfolio
15,178
Q1 2025 Added 4.37%
$107B
$1.84 Million 0.05% of portfolio
30,695
Q1 2025 Added 3.66%
$77.4B
$1.99 Million 0.05% of portfolio
12,069
Q1 2025 Added 8.17%
$64.7B
$2.1 Million 0.05% of portfolio
16,362
Q1 2025 Added 1.86%
$120B
$1.97 Million 0.05% of portfolio
6,534
Q1 2025 Added 3.45%
$0
$1.92 Million 0.05% of portfolio
21,559
Q1 2025 Reduced 13.93%
$5.22B
$1.95 Million 0.05% of portfolio
15,524
Q1 2025 Added 44.14%
$120B
$1.84 Million 0.05% of portfolio
10,814
Q1 2025 Added 33.31%
$8.1B
$1.94 Million 0.05% of portfolio
38,524
Q1 2025 Added 101,278.95%
$28.2B
$2.07 Million 0.05% of portfolio
9,631
Q1 2025 Added 10.32%
$100B
$1.97 Million 0.05% of portfolio
5,855
Q1 2025 Reduced 36.5%
$80.2B
$1.95 Million 0.05% of portfolio
2,395
Q1 2025 Added 11.71%
$98.1B
$1.85 Million 0.05% of portfolio
13,243
Q1 2025 Added 5.21%
$54.6B
$1.97 Million 0.05% of portfolio
1,994
Q1 2025 Added 10.23%
$96B
$1.97 Million 0.05% of portfolio
21,452
Q1 2025 Added 4.28%
$101B
$1.94 Million 0.05% of portfolio
9,606
Q1 2025 Reduced 32.98%
$44.2B
$1.92 Million 0.05% of portfolio
18,407
Q1 2025 Added 6.45%
$55.6B
$1.99 Million 0.05% of portfolio
52,578
Q1 2025 Reduced 49.08%
$123B
$1.85 Million 0.05% of portfolio
4,133
Q1 2025 Added 3.69%
$29.5B
$2.12 Million 0.05% of portfolio
23,233
Q1 2025 Added 5.35%
$153B
$2.16 Million 0.05% of portfolio
4,596
Q1 2025 Added 3.16%

Summary

  • Portfolio
  • No. of Stocks 884
  • Current Value $3.95 Billion
  • Prior Value $3.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 542 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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