Position in SM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,336,875
+$642,196 QoQ
Shares Held
204,478
+35.8% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#92
of 493 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Horizon Investments, LLC holds $82,523,562 across 23 Oil & Gas E&P names. SM ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
147,801 | $15,365,391 | |
| 2 | OVV |
Ovintiv Inc.
|
227,759 | $11,991,511 | |
| 3 | PR |
Permian Resources Corp
|
584,749 | $10,765,229 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
264,301 | $9,287,537 | |
| 5 | EOG |
Eog Resources Inc
|
49,218 | $6,385,051 | |
| 6 | SM |
SM Energy Co
This page
|
204,478 | $5,336,875 | |
| 7 | DVN |
Devon Energy Corp/De
|
101,430 | $4,191,087 | |
| 8 | EQT |
EQT Corp
|
74,719 | $3,972,809 |
All Filings in SM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,336,875 | 204,478 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,694,679 | 150,567 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $671,418 | 26,889 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $821 | 19 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $237 | 6 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||