Horizon Investments, LLC
Top Portfolio Positions
1,133 positions ·
$5,310,530,304 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
978,714 | $636,496,862 | 11.99% |
| NVDA |
Nvidia Corp
Technology
|
1,457,794 | $254,239,273 | 4.79% |
| AAPL |
Apple Inc.
Technology
|
866,987 | $220,032,630 | 4.14% |
| MSFT |
Microsoft Corp
Technology
|
440,743 | $163,149,836 | 3.07% |
| GOOGL |
Alphabet Inc.
Communication Services
|
484,257 | $139,252,942 | 2.62% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
438,151 | $91,253,708 | 1.72% |
| AVGO |
Broadcom Inc.
Technology
|
292,327 | $90,478,129 | 1.70% |
| USO |
United States Oil Fund, LP
|
600,000 | $76,350,000 | 1.44% |
| META |
Meta Platforms, Inc.
Communication Services
|
130,906 | $74,895,249 | 1.41% |
| XOM |
Exxon Mobil Corp
Energy
|
392,624 | $66,612,587 | 1.25% |
Portfolio Trend
Holdings in AEE
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,824,614 | 25,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,627,516 | 26,312 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $936,914 | 8,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $843,903 | 8,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $388,949 | 3,874 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $325,450 | 3,651 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $316,605 | 3,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $274,200 | 3,856 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $278,385 | 3,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $262,304 | 3,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $266,993 | 3,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,478 | 3,520 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,692 | 3,689 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $262,580 | 2,953 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $209,510 | 2,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $210,629 | 2,331 | Shares | Sole | 2022-08-12 | |
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