Horizon Investments, LLC

Position in NVS — Novartis AG

CIK 1560717 Charlotte, NC

Position in NVS

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

Position Value

$6,112

-$4,886 QoQ

Shares Held

-45.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,559

of 1,603 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Horizon Investments, LLC holds $251,395,826 across 12 Drug Manufacturers - General names. NVS ranks #11 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	57,355	$68,793,313
2	JNJ	Johnson & Johnson	251,838	$63,959,296
3	MRK	Merck & Co., Inc.	291,282	$37,429,737
4	ABBV	AbbVie Inc.	103,457	$26,033,919
5	GILD	Gilead Sciences, Inc.	149,785	$18,923,836
6	BMY	Bristol Myers Squibb Co	251,893	$14,514,074
7	AMGN	Amgen Inc	35,484	$12,849,466
8	PFE	Pfizer Inc	193,281	$4,654,206

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,112	39	-45.8%	Shares	Sole	2026-08-13
2026-03-31	$10,998	72	+350.0%	Shares	Sole	2026-05-15
2025-12-31	$2,205	16	-52.9%	Shares	Sole	2026-02-02
2025-09-30	$4,360	34	+6.2%	Shares	Sole	2025-11-14
2025-03-31	$3,567	32	-13.5%	Shares	Sole	2025-05-13
2024-12-31	$3,600	37	-2.6%	Shares	Sole	2025-02-10
2024-09-30	$4,370	38	-13.6%	Shares	Sole	2024-11-13
2024-06-30	$4,684	44	+10.0%	Shares	Sole	2024-08-09
2024-03-31	$3,869	40	+110.5%	Shares	Sole	2024-05-15
2023-12-31	$1,918	19	-100.0%	Shares	Sole	2024-02-14
2020-06-30	$5,776,492	66,138	+45.8%	Shares	Sole	2020-08-13
2020-03-31	$3,739,354	45,353	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.