Horizon Investments, LLC Reduced Holdings in Q3 2025

Horizon Investments, LLC

  • $9.74 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-470K
- 37.46%
$181.56 - $190.33 $85.4M - $89.5M
785K $149M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.12M
- 23.44%
$52.12 - $55.33 $58.1M - $61.7M
3.64M $201M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-361K
- 82.36%
$85.01 - $90.35 $30.7M - $32.6M
77.2K $6.9M
BNDX
Vanguard Total International B

ETFs
-505K
- 41.94%
$49.0 - $49.51 $24.7M - $25M
699K $34.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
-477K
- 9.86%
$74.68 - $80.26 $35.6M - $38.2M
4.36M $349M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-511K
- 99.96%
$35.76 - $37.93 $18.3M - $19.4M
205 $7K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-551K
- 60.84%
$26.38 - $27.95 $14.5M - $15.4M
355K $9.69M
BOND
Pimco Active Bond Exchange Tra

ETFs
-108K
- 41.46%
$90.83 - $93.81 $9.79M - $10.1M
152K $14.2M
EMB
Ishares Tr

ETFs
-105K
- 33.06%
$91.52 - $95.59 $9.6M - $10M
212K $20.2M
IEF
Ishares Barclays

ETFs
-92.6K
- 99.88%
$93.91 - $97.26 $8.69M - $9M
108 $10K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-238K
- 28.41%
$36.55 - $37.16 $8.7M - $8.85M
600K $22.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20.4K
- 17.25%
$459.11 - $506.91 $9.37M - $10.3M
97.9K $49.2M
HAS
Hasbro, Inc.

Consumer Cyclical
-107K
- 96.42%
$73.92 - $81.85 $7.89M - $8.74M
3.96K $300K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-141K
- 73.02%
$56.32 - $68.81 $7.97M - $9.74M
52.3K $3.6M
UPS
United Parcel Service Inc

Industrials
-66.6K
- 75.24%
$82.58 - $105.54 $5.5M - $7.03M
21.9K $1.83M
HUM
Humana Inc

Healthcare
-29K
- 93.01%
$220.41 - $312.0 $6.39M - $9.05M
2.18K $567K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-39.9K
- 99.99%
$108.8 - $169.61 $4.34M - $6.76M
2 $0
EMN
Eastman Chemical CO

Basic Materials
-80.6K
- 96.17%
$58.79 - $81.56 $4.74M - $6.57M
3.21K $202K
CF
Cf Industries Holdings, Inc.

Basic Materials
-64.2K
- 71.22%
$80.91 - $98.75 $5.19M - $6.34M
25.9K $2.33M
DGRO
Ishares Core Dividend Growth E

ETFs
-149K
- 14.51%
$64.12 - $68.08 $9.52M - $10.1M
875K $59.6M
COST
Costco Wholesale Corp

Consumer Defensive
-4.53K
- 19.89%
$915.95 - $994.57 $4.15M - $4.51M
18.3K $16.9M
ADBE
Adobe Inc.

Technology
-12.1K
- 31.45%
$333.65 - $392.1 $4.03M - $4.74M
26.3K $9.29M
ISRG
Intuitive Surgical Inc

Healthcare
-6.81K
- 27.14%
$433.66 - $544.47 $2.95M - $3.71M
18.3K $8.18M
AMD
Advanced Micro Devices Inc

Technology
-48.6K
- 39.93%
$134.8 - $184.42 $6.56M - $8.97M
73.2K $11.8M
CHWY
Chewy, Inc.

Consumer Cyclical
-113K
- 74.3%
$34.27 - $42.33 $3.86M - $4.76M
38.9K $1.57M
PPC
Pilgrims Pride Corp

Consumer Defensive
-100K
- 72.12%
$40.22 - $50.41 $4.03M - $5.05M
38.7K $1.58M
PCTY
Paylocity Holding Corp

Technology
-22.5K
- 98.73%
$159.27 - $190.36 $3.59M - $4.29M
289 $46K
FHN
First Horizon Corp

Financial Services
-191K
- 99.96%
$21.16 - $23.23 $4.05M - $4.45M
74 $1K
PM
Philip Morris International Inc.

Consumer Defensive
-7.59K
- 7.08%
$157.77 - $183.27 $1.2M - $1.39M
99.5K $16.1M
PGR
Progressive Corp

Financial Services
-9.72K
- 22.5%
$238.61 - $264.3 $2.32M - $2.57M
33.5K $8.27M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-29.7K
- 24.03%
$107.66 - $112.36 $3.2M - $3.34M
93.9K $10.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31.8K
- 12.39%
$97.75 - $100.75 $3.11M - $3.21M
225K $22.6M
ITT
Itt Inc.

Industrials
-18.3K
- 99.92%
$155.93 - $182.88 $2.86M - $3.35M
14 $2K
HON
Honeywell International Inc

Industrials
-9.33K
- 28.14%
$207.7 - $240.4 $1.94M - $2.24M
23.8K $5.01M
INTU
Intuit Inc

Technology
-533
- 2.52%
$646.03 - $807.39 $344K - $430K
20.6K $14.1M
FLEX
Flex Ltd.

Technology
-60.2K
- 45.84%
$48.49 - $59.33 $2.92M - $3.57M
71.1K $4.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
-28.2K
- 84.13%
$81.75 - $84.54 $2.31M - $2.38M
5.32K $447K
AR
Antero Resources Corp

Energy
-56.6K
- 99.88%
$29.87 - $37.66 $1.69M - $2.13M
67 $2K
LPX
Louisiana Pacific Corp

Industrials
-25.7K
- 99.23%
$83.39 - $102.75 $2.15M - $2.64M
200 $17K
EAT
Brinker International, Inc

Consumer Cyclical
-8.56K
- 40.87%
$126.68 - $184.02 $1.08M - $1.58M
12.4K $1.57M
POST
Post Holdings, Inc.

Consumer Defensive
-19.7K
- 79.17%
$102.36 - $114.04 $2.02M - $2.25M
5.19K $557K
CHE
Chemed Corp

Healthcare
-4.13K
- 69.51%
$412.3 - $483.92 $1.7M - $2M
1.81K $811K
EXEL
Exelixis, Inc.

Healthcare
-43.7K
- 43.64%
$36.22 - $46.25 $1.58M - $2.02M
56.4K $2.33M
JCI
Johnson Controls International PLC

Industrials
-20.1K
- 40.56%
$103.24 - $111.73 $2.08M - $2.25M
29.5K $3.24M
SRLN
Ssga Active Trust

ETFs
-46.9K
- 3.92%
$41.28 - $41.65 $1.94M - $1.95M
1.15M $47.8M
AMT
American Tower Corp

Real Estate
-5.24K
- 17.08%
$192.32 - $232.35 $1.01M - $1.22M
25.4K $4.89M
EXR
Extra Space Storage Inc.

Real Estate
-12.3K
- 65.17%
$134.36 - $152.88 $1.65M - $1.88M
6.57K $925K
CTSH
Cognizant Technology Solutions Corp

Technology
-19.2K
- 37.57%
$66.67 - $80.98 $1.28M - $1.55M
31.9K $2.14M
VRSK
Verisk Analytics, Inc.

Industrials
-4.34K
- 38.43%
$242.3 - $312.95 $1.05M - $1.36M
6.96K $1.75M
Activity Summary
Buys All Purchases 827 New Holdings 182 Increased Positions 645 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 11 Puts 3
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