Horizon Investments, LLC

Position in PM — Philip Morris International Inc.

CIK 1560717 Charlotte, NC

Position in PM

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

Position Value

$28,244,573

+$5,735,517 QoQ

Shares Held

156,125

+14.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#298

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $41,342,148 across 3 Tobacco names. PM ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	156,125	$28,244,573
2	MO	Altria Group, Inc.	175,723	$12,643,269
3	BTI	British American Tobacco p.l.c.	7,356	$454,306

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,244,573	156,125	+14.7%	Shares	Sole	2026-08-13
2026-03-31	$22,509,056	136,138	+23.0%	Shares	Sole	2026-05-15
2025-12-31	$17,757,723	110,709	+11.2%	Shares	Sole	2026-02-02
2025-09-30	$16,142,306	99,521	-7.1%	Shares	Sole	2025-11-14
2025-06-30	$19,507,215	107,106	+263.3%	Shares	Sole	2025-08-14
2025-03-31	$4,679,995	29,484	+4.1%	Shares	Sole	2025-05-13
2024-12-31	$3,410,117	28,335	+2.2%	Shares	Sole	2025-02-10
2024-09-30	$3,365,086	27,719	-0.6%	Shares	Sole	2024-11-13
2024-06-30	$2,825,992	27,889	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$2,545,570	27,784	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$2,605,827	27,698	+113.5%	Shares	Sole	2024-02-14
2023-09-30	$1,201,318	12,976	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$1,270,817	13,018	+19.6%	Shares	Sole	2023-08-14
2023-03-31	$1,058,566	10,885	+10.2%	Shares	Sole	2023-05-15
2022-12-31	$1,000,056	9,881	-68.9%	Shares	Sole	2023-02-14
2022-09-30	$2,634,903	31,742	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$3,206,877	32,478	+147.9%	Shares	Sole	2022-08-12
2022-03-31	$1,230,895	13,103	-53.5%	Shares	Sole	2022-05-16
2021-12-31	$2,677,195	28,181	-11.7%	Shares	Sole	2022-02-15
2021-09-30	$3,025,602	31,919	+207.6%	Shares	Sole	2021-11-15
2021-06-30	$1,028,563	10,378	+11.3%	Shares	Sole	2021-08-13
2021-03-31	$827,766	9,328	-20.9%	Shares	Sole	2021-05-14
2020-09-30	$884,657	11,797	-86.5%	Shares	Sole	2020-11-16
2020-06-30	$6,123,804	87,408	+79.5%	Shares	Sole	2020-08-13
2020-03-31	$3,553,224	48,701	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.