Horizon Investments, LLC

Q3 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
1,877
Total value ($000)
$11,496,876
Net value change ($000)
+2,365,487 (25.9%)
New positions
567
Sold out positions
88
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 221,933 792.9%
BIL 126,347 1075.4%
NVDA 116,340 40.8%
MSFT 77,440 44.6%
SPAB 64,943 49.3%
AAPL 58,615 25.6%
XOM 51,226 NEW
AMD 46,565 88.9%
AMZN 40,835 39.0%
GOOGL 37,730 20.0%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -51,398 -75.1%
XOM -50,318 -100.0%
XLC -48,246 -65.0%
SOXX -46,331 -71.3%
HYLB -37,408 -97.5%
IDEV -33,101 -10.3%
AQN -30,178 -100.0%
AMAT -27,426 -41.6%
ANGL -21,783 -100.0%
ILF -21,573 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,219 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type