Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,499
+$17,921 QoQ
Shares Held
1,547
+17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 517 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $68,806,621 across 16 Capital Markets names. HLI ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,606 | $13,804,145 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,407 | $10,525,327 | |
| 3 | MS |
Morgan Stanley
|
49,564 | $10,360,858 | |
| 4 | EVR |
Evercore Inc.
|
24,521 | $8,372,450 | |
| 5 | SNEX |
StoneX Group Inc.
|
78,272 | $6,183,448 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
54,576 | $4,750,295 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
71,343 | $4,249,902 | |
| 8 | BGC |
BGC Group, Inc.
|
369,782 | $3,952,969 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,499 | 1,547 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $189,578 | 1,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $197,357 | 1,133 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,869,277 | 28,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,532,418 | 19,630 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,776 | 11 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,910 | 11 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||