Horizon Family Wealth, Inc.

CIK

1910660

Location

CHICAGO, IL

Portfolio Value

Micro $30,369,263

Diversification

Diversified

Filing Date

Global Rank

#7,408 / 8,608 ▲ 110 · as of Mar 2026

Top Industry

Insurance - Diversified 16.7%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.6%

SPY

+73.9%

Annualised alpha

+0.2%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.7%

−0.4 pts

Top 5

40.6%

−3.5 pts

Top 10

56.2%

−4.1 pts

HHI

545

Diversified−54

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$8,813,448	11
Financial Services	28.1%	$8,535,838	5
Communication Services	14.1%	$4,294,653	4
Industrials	10.7%	$3,245,521	7
Consumer Defensive	7.3%	$2,221,327	5
Consumer Cyclical	4.8%	$1,461,651	2
Utilities	2.9%	$882,807	2
Healthcare	2.3%	$689,068	2
Energy	0.7%	$224,950	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CCK	Crown Holdings, Inc.	+2,437	4,446	$445,711
INGR	Ingredion Inc	+2,135	5,530	$623,009
AXP	American Express Co	+1,366	3,504	$1,059,889
UNP	Union Pacific Corp	+1,215	2,394	$580,831
AEP	American Electric Power Co Inc	+750	3,763	$493,254
DIS	Walt Disney Co	+621	17,933	$1,728,381
CBOE	Cboe Global Markets, Inc.	+462	3,471	$975,593
BRK-B	Berkshire Hathaway Inc	+289	10,590	$5,074,727
PANW	Palo Alto Networks Inc	+275	2,015	$323,044
GOOGL	Alphabet Inc.	+189	6,162	$1,771,944
TMUS	T-Mobile US, Inc.	+130	2,390	$501,971
AVGO	Broadcom Inc.	+71	2,728	$844,342
BSX	Boston Scientific Corp	+24	3,794	$238,072
HCA	HCA Healthcare, Inc.	+17	953	$450,996
INTU	Intuit Inc.	+9	957	$413,787
JPM	Jpmorgan Chase & Co	+8	1,982	$583,024
META	Meta Platforms, Inc.	+4	511	$292,357
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
KO	Coca Cola Co	−1,562	9,045	$687,871
LRCX	Lam Research Corp	−1,336	3,426	$731,998
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−953	2,326	$786,071
NVDA	Nvidia Corp	−651	11,230	$1,958,511
AAPL	Apple Inc.	−623	7,019	$1,781,351
VRT	Vertiv Holdings Co	−578	2,777	$695,859
WMT	Walmart Inc.	−570	3,976	$494,136
CRS	Carpenter Technology Corp	−215	958	$377,594
UBER	Uber Technologies, Inc	−199	8,197	$589,610
CEG	Constellation Energy Corp	−197	1,395	$389,553
MSFT	Microsoft Corp	−179	1,720	$636,691
AMZN	Amazon Com Inc	−133	4,878	$1,015,940
GTLS	Chart Industries Inc	−131	2,251	$465,393
GS	Goldman Sachs Group Inc	−44	996	$842,605
PG	PROCTER & GAMBLE Co	−2	1,433	$206,981
TT	Trane Technologies plc	−1	731	$304,636
ASML	Asml Holding NV	−1	323	$426,627
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ALLE	Allegion plc	3,167	$460,133
MRVL	Marvell Technology, Inc.	3,245	$321,416
EOG	Eog Resources Inc	1,556	$224,950
PEP	Pepsico Inc	1,348	$209,330
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	500	$224,859
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $30,369,263 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,590	+289	$5,074,727	−2.0%	16.71%
NVDA	Nvidia Corp Technology	Reduced	11,230	-651	$1,958,511	−11.6%	6.45%
AAPL	Apple Inc. Technology	Reduced	7,019	-623	$1,781,351	−14.3%	5.87%
GOOGL	Alphabet Inc. Communication Services	Added	6,162	+189	$1,771,944	−5.2%	5.83%
DIS	Walt Disney Co Communication Services	Added	17,933	+621	$1,728,381	−12.2%	5.69%
AXP	American Express Co Financial Services	Added	3,504	+1,366	$1,059,889	+34.0%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,878	-133	$1,015,940	−12.2%	3.35%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	3,471	+462	$975,593	+29.2%	3.21%
AVGO	Broadcom Inc. Technology	Added	2,728	+71	$844,342	−8.2%	2.78%
GS	Goldman Sachs Group Inc Financial Services	Reduced	996	-44	$842,605	−7.8%	2.77%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,326	-953	$786,071	−21.1%	2.59%
LRCX	Lam Research Corp Technology	Reduced	3,426	-1,336	$731,998	−10.2%	2.41%
VRT	Vertiv Holdings Co Industrials	Reduced	2,777	-578	$695,859	+28.0%	2.29%
KO	Coca Cola Co Consumer Defensive	Reduced	9,045	-1,562	$687,871	−7.2%	2.27%
MSFT	Microsoft Corp Technology	Reduced	1,720	-179	$636,691	−30.7%	2.10%
INGR	Ingredion Inc Consumer Defensive	Added	5,530	+2,135	$623,009	+66.4%	2.05%
UBER	Uber Technologies, Inc Technology	Reduced	8,197	-199	$589,610	−14.1%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,982	+8	$583,024	−8.3%	1.92%
UNP	Union Pacific Corp Industrials	Added	2,394	+1,215	$580,831	+113.0%	1.91%
TMUS	T-Mobile US, Inc. Communication Services	Added	2,390	+130	$501,971	+9.4%	1.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,976	-570	$494,136	−2.4%	1.63%
AEP	American Electric Power Co Inc Utilities	Added	3,763	+750	$493,254	+42.0%	1.62%
GTLS	Chart Industries Inc Industrials	Reduced	2,251	-131	$465,393	−5.3%	1.53%
ALLE	Allegion plc Industrials	NEW	3,167	NEW	$460,133	NEW	1.52%
HCA	HCA Healthcare, Inc. Healthcare	Added	953	+17	$450,996	+3.2%	1.49%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	4,446	+2,437	$445,711	+115.5%	1.47%
ASML	Asml Holding NV Technology	Reduced	323	-1	$426,627	+23.1%	1.40%
INTU	Intuit Inc. Technology	Added	957	+9	$413,787	−34.1%	1.36%
CEG	Constellation Energy Corp Utilities	Reduced	1,395	-197	$389,553	−30.7%	1.28%
CRS	Carpenter Technology Corp Industrials	Reduced	958	-215	$377,594	+2.2%	1.24%
DE	Deere & Co Industrials	Held	641	0	$361,075	+21.0%	1.19%
PANW	Palo Alto Networks Inc Technology	Added	2,015	+275	$323,044	+0.8%	1.06%
MRVL	Marvell Technology, Inc. Technology	NEW	3,245	NEW	$321,416	NEW	1.06%
TT	Trane Technologies plc Industrials	Reduced	731	-1	$304,636	+6.9%	1.00%
META	Meta Platforms, Inc. Communication Services	Added	511	+4	$292,357	−12.6%	0.96%
BSX	Boston Scientific Corp Healthcare	Added	3,794	+24	$238,072	−33.8%	0.78%
EOG	Eog Resources Inc Energy	NEW	1,556	NEW	$224,950	NEW	0.74%
PEP	Pepsico Inc Consumer Defensive	NEW	1,348	NEW	$209,330	NEW	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,433	-2	$206,981	+0.6%	0.68%