Position in AXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,812,632
+$1,959,949 QoQ
Shares Held
29,010
+11.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#588
of 2,998 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $88,854,172 across 13 Credit Services names. AXP ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,317 | $29,438,011 | |
| 2 | V |
Visa Inc.
|
84,617 | $29,031,246 | |
| 3 | AXP |
American Express Co
This page
|
29,010 | $9,812,632 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
23,439 | $5,070,324 | |
| 5 | ENVA |
Enova International, Inc.
|
19,179 | $4,616,960 | |
| 6 | COF |
Capital One Financial Corp
|
22,399 | $4,493,687 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
19,938 | $2,160,282 | |
| 8 | SYF |
Synchrony Financial
|
22,752 | $1,730,289 |
All Filings in AXP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,812,632 | 29,010 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,852,683 | 25,961 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,679,935 | 45,087 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,730,027 | 23,272 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,897,940 | 18,490 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,681,621 | 9,967 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,875,004 | 9,687 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,576,128 | 9,499 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,455,356 | 10,604 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,379,360 | 10,450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,862,908 | 9,944 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,571,716 | 10,535 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,855,752 | 10,653 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,153,752 | 13,057 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,009,224 | 20,367 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,768,757 | 20,523 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,087,206 | 22,271 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $6,985,833 | 41,699 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $284,108 | 2,834 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||