Horizon Investments Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$186M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$104M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$84.8M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$69M |
| 5 |
Apple
AAPL
|
+$66.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI South Korea ETF
EWY
|
+$48.1M |
| 2 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$47.6M |
| 3 |
Broadcom
AVGO
|
+$24.5M |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$22.6M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$22.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.62% |
| 2 | Financials | 6.58% |
| 3 | Industrials | 5.85% |
| 4 | Healthcare | 5.13% |
| 5 | Consumer Discretionary | 4.45% |
Similar funds
Horizon Investments's Q1 2026 Portfolio in Review
As of Q1 2026, Horizon Investments held 1,518 positions worth $8.92B, up 13% from $7.89B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Horizon Investments deployed $1.43B of net new capital in Q1 2026, opening 221 new positions and adding to 836 existing holdings. Its largest new stake was PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund: 302,415 shares worth $14.9M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was iShares MSCI South Korea ETF, an estimated $48.1M trimmed.
- Horizon Investments's largest Q1 2026 buy was PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund: 302,415 shares worth $14.9M.
- Horizon Investments added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026, an estimated $186M increase.
- Horizon Investments's biggest Q1 2026 reduction was iShares MSCI South Korea ETF, cutting an estimated $48.1M.
- Horizon Investments fully exited State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026, selling an estimated $6.67M.
- Horizon Investments's ten largest holdings make up 30% of its $8.92B portfolio in Q1 2026.
- Horizon Investments opened 221 new positions and closed 114 in Q1 2026.
- Horizon Investments's portfolio value rose 13% quarter-over-quarter to $8.92B.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.