Horizon Investments, LLC

Position in LULU — lululemon athletica inc.

CIK 1560717 Charlotte, NC

Position in LULU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$544,866

-$172,713 QoQ

Shares Held

4,772

+1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#421

of 847 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

Horizon Investments, LLC holds $38,471,007 across 8 Apparel Retail names. LULU ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	132,520	$20,076,780
2	ROST	Ross Stores, Inc.	55,817	$11,880,648
3	URBN	Urban Outfitters Inc	22,728	$1,610,506
4	BURL	Burlington Stores, Inc.	4,561	$1,444,924
5	ANF	Abercrombie & Fitch Co /De/	11,565	$1,040,965
6	BKE	Buckle Inc	24,649	$1,040,187
7	CRI	Carters Inc	20,217	$832,131
8	LULU	lululemon athletica inc. This page	4,772	$544,866

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,866	4,772	+1.8%	Shares	Sole	2026-08-13
2026-03-31	$717,579	4,687	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$956,757	4,604	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$822,214	4,621	+30.2%	Shares	Sole	2025-11-14
2025-06-30	$843,409	3,550	+120.5%	Shares	Sole	2025-08-14
2025-03-31	$455,726	1,610	+2.4%	Shares	Sole	2025-05-13
2024-12-31	$601,148	1,572	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$423,306	1,560	-19.8%	Shares	Sole	2024-11-13
2024-06-30	$580,672	1,944	0.0%	Shares	Sole	2024-08-09
2024-03-31	$759,423	1,944	-5.1%	Shares	Sole	2024-05-15
2023-12-31	$1,047,633	2,049	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.