Universe · entity
Horizon Investments, LLC
Institutional manager (13F) · CIK 1560717
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $5.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST STATE STREET | $626M | 6,388,843 |
| 2 | ISHARES TR CORE MSCI INTL | $340M | 4,064,751 |
| 3 | SPDR SERIES TRUST STATE STREET | $302M | 5,332,176 |
| 4 | NVIDIA CORPORATION COM | $254M | 1,457,794 |
| 5 | APPLE INC COM | $220M | 866,987 |
| 6 | SPDR INDEX SHS FDS STATE STREE | $218M | 4,774,505 |
| 7 | SPDR INDEX SHS FDS STATE STREE | $192M | 4,103,234 |
| 8 | SPDR SERIES TRUST STATE STREET | $192M | 2,106,472 |
| 9 | SPDR SERIES TRUST STATE STREET | $184M | 7,169,907 |
| 10 | MICROSOFT CORP COM | $163M | 440,743 |
| 11 | INVESCO EXCHANGE TRADED FD T S | $151M | 787,644 |
| 12 | ALPHABET INC CAP STK CL A | $139M | 484,257 |
| 13 | LISTED FDS TR ROUNDHILL MAGNIF | $131M | 2,261,818 |
| 14 | ISHARES TR MSCI USA MIN VOL | $121M | 1,303,499 |
| 15 | VANGUARD SPECIALIZED FUNDS DIV | $94M | 439,388 |
| 16 | DIMENSIONAL ETF TRUST EMGR CRE | $94M | 2,777,922 |
| 17 | AMAZON COM INC COM | $91M | 438,151 |
| 18 | BROADCOM INC COM | $90M | 292,327 |
| 19 | PIMCO ETF TR MULTISECTOR BD | $82M | 3,146,064 |
| 20 | VANGUARD TAX-MANAGED FDS VAN F | $78M | 1,211,578 |
| 21 | ISHARES INC CORE MSCI EMKT | $77M | 1,110,229 |
| 22 | META PLATFORMS INC CL A | $75M | 130,906 |
| 23 | EXXON MOBIL CORP COM | $67M | 392,624 |
| 24 | ISHARES TR CORE SP SCP ETF | $65M | 521,012 |
| 25 | BERKSHIRE HATHAWAY INC DEL CL | $62M | 129,143 |
| 26 | ISHARES TR MSCI USA QLT FCT | $61M | 319,994 |
| 27 | SELECT SECTOR SPDR TR STATE ST | $61M | 459,258 |
| 28 | JOHNSON JOHNSON COM | $61M | 248,327 |
| 29 | FIDELITY MERRIMACK STR TR TOTA | $58M | 1,274,360 |
| 30 | ISHARES TR CORE DIV GRWTH | $57M | 814,939 |
| 31 | ISHARES TR ISHS 5-10YR INVT | $57M | 1,079,666 |
| 32 | AMERICAN CENTY ETF TR INTL SMC | $53M | 527,553 |
| 33 | ISHARES TR CORE US AGGBD ET | $52M | 529,396 |
| 34 | ELI LILLY CO COM | $49M | 53,382 |
| 35 | J P MORGAN EXCHANGE TRADED F C | $46M | 988,340 |
| 36 | CHEVRON CORPORATION COM | $43M | 209,204 |
| 37 | MICRON TECHNOLOGY INC COM | $40M | 117,009 |
| 38 | WALMART INC COM | $39M | 311,492 |
| 39 | JPMORGAN CHASE CO COM | $38M | 131,354 |
| 40 | ISHARES TR CORE SP US GWT | $37M | 237,052 |
| 41 | TESLA INC COM | $36M | 96,691 |
| 42 | ISHARES TR 10 YR INVST GRD | $36M | 722,529 |
| 43 | COSTCO WHOLESALE CORPORATION C | $35M | 35,622 |
| 44 | VANGUARD CHARLOTTE FDS TOTAL I | $34M | 712,410 |
| 45 | PALANTIR TECHNOLOGIES INC CL A | $34M | 230,312 |
| 46 | MERCK CO INC COM | $33M | 277,662 |
| 47 | PROCTER GAMBLE CO COM | $33M | 228,679 |
| 48 | INVESCO EXCH TRADED FD TR II K | $32M | 405,129 |
| 49 | SELECT SECTOR SPDR TR STATE ST | $32M | 288,986 |
| 50 | ISHARES TR CORE MSCI EAFE | $29M | 325,166 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.