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 | |
|---|---|---|---|---|---|---|
151
Northern Trust
NTRS
$25.2B
| $8.45M | 0.11% |
62,803
-7,176
|
|
||
152
Vanguard Growth ETF
VUG
$203B
| $8.4M | 0.11% |
17,515
+13,805
|
|
||
153
Walt Disney
DIS
$188B
| $8.36M | 0.11% |
72,973
-65,236
|
|
||
154
Accenture
ACN
$165B
| $8.28M | 0.11% |
33,797
+17,282
|
|
||
155
Progressive
PGR
$131B
| $8.26M | 0.11% |
33,475
-9,718
|
|
||
156
Caterpillar
CAT
$282B
| $8.26M | 0.11% |
17,363
+3,097
|
|
||
157
Vanguard S&P 500 ETF
VOO
$805B
| $8.25M | 0.11% |
13,472
+8,963
|
|
||
158
O'Reilly Automotive
ORLY
$83.5B
| $8.24M | 0.11% |
76,448
+32,962
|
|
||
159
Welltower
WELL
$140B
| $8.23M | 0.11% |
46,367
+9,600
|
|
||
160
Travelers Companies
TRV
$62.7B
| $8.22M | 0.11% |
29,448
+2,002
|
|
||
161
Intuitive Surgical
ISRG
$204B
| $8.18M | 0.11% |
18,285
-6,812
|
|
||
162
KeyCorp
KEY
$21B
| $8.16M | 0.11% |
436,512
-25,980
|
|
||
163
Northrop Grumman
NOC
$78.3B
| $8.12M | 0.11% |
13,331
+3,607
|
|
||
164
Huntington Bancshares
HBAN
$26.6B
| $8.07M | 0.11% |
467,207
-27,789
|
|
||
165
Sealed Air
SEE
$6.14B
| $8.06M | 0.11% |
+228,118
|
|
||
166
Tyson Foods
TSN
$20.1B
| $8.04M | 0.11% |
147,988
-1,142
|
|
||
167
Tenet Healthcare
THC
$18.5B
| $7.99M | 0.1% |
39,331
-2,308
|
|
||
168
Duke Energy
DUK
$90.6B
| $7.86M | 0.1% |
63,541
+12,269
|
|
||
169
TSMC
TSM
$1.53T
| $7.82M | 0.1% |
27,989
+5,706
|
|
||
170
American Express
AXP
$255B
| $7.71M | 0.1% |
23,272
+4,782
|
|
||
171
Federal Realty Investment Trust
FRT
$8.39B
| $7.63M | 0.1% |
76,186
+74,979
|
|
||
172
Autodesk
ADSK
$65B
| $7.53M | 0.1% |
23,698
+7,540
|
|
||
173
L3Harris
LHX
$52.1B
| $7.52M | 0.1% |
24,639
+4,162
|
|
||
174
CME Group
CME
$97.7B
| $7.43M | 0.1% |
27,505
+2,630
|
|
||
175
Thermo Fisher Scientific
TMO
$215B
| $7.43M | 0.1% |
15,318
+2,972
|
|