Position in BF-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$687,302
+$120,218 QoQ
Shares Held
25,790
+20.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 449 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Horizon Investments, LLC holds $687,623 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
25,790 | $687,302 | |
| 2 | DEO |
Diageo PLC
|
4 | $321 |
All Filings in BF-B
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $343,651 | 12,895 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $343,651 | 12,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BF-B | $283,542 | 10,724 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $283,542 | 10,724 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BF-B | $75,547 | 2,899 | Shares | Sole | 2026-02-02 | |
| 2025-12-31 | $75,547 | 2,899 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 BF-B | $205,049 | 7,572 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $205,049 | 7,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $77,043 | 2,863 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $77,043 | 2,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BF-B | $88,753 | 2,615 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $88,753 | 2,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BF-B | $95,215 | 2,507 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $95,215 | 2,507 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BF-B | $122,360 | 2,487 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $122,360 | 2,487 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BF-B | $115,274 | 2,669 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $115,274 | 2,669 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 BF-B | $137,567 | 2,665 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $137,567 | 2,665 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 BF-B | $147,032 | 2,575 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $147,032 | 2,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 BF-B | $146,071 | 2,532 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $146,071 | 2,532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 BF-B | $166,749 | 2,497 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $166,749 | 2,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 BF-B | $146,471 | 2,279 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $146,471 | 2,279 | Shares | Sole | 2023-05-15 | |
| 2020-12-31 BF-B | $312,954 | 3,940 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $312,954 | 3,940 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 BF-B | $245,618 | 3,261 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $245,618 | 3,261 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 BF-B | $379,668 | 5,964 | Shares | Sole | 2020-08-13 | |
| 2020-06-30 | $379,668 | 5,964 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||