HI
Horizon Investments Portfolio holdings
AUM
$7.61B
1-Year Est. Return
19.55%
1 Year Est. Return
+19.55%
AUM
$7.61B
AUM Growth
+$1.29B
(+21%)
Holding
1,285
Top Buys
| 1 | +$180M | |
| 2 | +$61.3M | |
| 3 | +$53.7M | |
| 4 |
NVIDIA
NVDA
|
+$51.9M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$38.1M |
Top Sells
| 1 | +$89.2M | |
| 2 | +$61.7M | |
| 3 | +$38.2M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$32M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$30.9M |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Financials | 7.48% |
| 3 | Healthcare | 5.71% |
| 4 | Communication Services | 5.71% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
National Fuel Gas
NFG
$7.39B
| $3.33M | 0.04% |
+36,058
|
|
||
327
Essent Group
ESNT
$5.98B
| $3.31M | 0.04% |
52,107
+2,585
|
|
||
328
Bank of New York Mellon
BK
$79.5B
| $3.3M | 0.04% |
30,480
+9,730
|
|
||
329
CrowdStrike
CRWD
$128B
| $3.29M | 0.04% |
6,715
-239
|
|
||
330
Cardinal Health
CAH
$47.2B
| $3.29M | 0.04% |
21,016
+1,867
|
|
||
331
PACCAR
PCAR
$57.9B
| $3.28M | 0.04% |
33,474
+10,827
|
|
||
332
Zions Bancorporation
ZION
$8.19B
| $3.26M | 0.04% |
57,546
-7,534
|
|
||
333
Johnson Controls International
JCI
$69.8B
| $3.24M | 0.04% |
29,472
-20,110
|
|
||
334
NNN REIT
NNN
$7.64B
| $3.23M | 0.04% |
77,022
+30,333
|
|
||
335
Quanta Services
PWR
$68.7B
| $3.22M | 0.04% |
7,763
-3
|
|
||
336
Wabtec
WAB
$36.7B
| $3.2M | 0.04% |
15,963
+1,235
|
|
||
337
Targa Resources
TRGP
$38.8B
| $3.18M | 0.04% |
19,126
+6,901
|
|
||
338
Leidos
LDOS
$23.9B
| $3.16M | 0.04% |
16,704
+11,253
|
|
||
339
Grand Canyon Education
LOPE
$4.29B
| $3.14M | 0.04% |
14,293
+1,516
|
|
||
340
Boyd Gaming
BYD
$6.32B
| $3.12M | 0.04% |
36,078
+6,049
|
|
||
341
Doximity
DOCS
$8.65B
| $3.11M | 0.04% |
42,534
+14,660
|
|
||
|
EXE
342
Expand Energy Corp
EXE
$29.3B
| $3.09M | 0.04% |
29,096
+13,705
|
|
||
343
Boeing
BA
$153B
| $3.05M | 0.04% |
14,118
+2,308
|
|
||
344
Fox Class A
FOXA
$30.4B
| $3.02M | 0.04% |
47,831
+6,374
|
|
||
345
Ulta Beauty
ULTA
$27B
| $3.01M | 0.04% |
5,505
+526
|
|
||
346
Oshkosh
OSK
$8.19B
| $2.99M | 0.04% |
+23,076
|
|
||
347
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $2.99M | 0.04% |
38,108
+2,325
|
|
||
348
Permian Resources
PR
$11.1B
| $2.98M | 0.04% |
232,545
+176,473
|
|
||
349
McKesson
MCK
$99.8B
| $2.98M | 0.04% |
3,851
+1,586
|
|
||
350
UMB Financial
UMBF
$8.73B
| $2.97M | 0.04% |
+25,128
|
|