Position in XP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$532,624
New position
Shares Held
27,974
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $68,806,621 across 16 Capital Markets names.
| # | 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 XP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,624 | 27,974 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||