Horizon Investments, LLC
Annual return '25
+31.7%
SPY '25
+17.7%
Alpha
+14.0ptsvs SPY
Invested
$8.9B
Holdings
1,392
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST STATE STREET
Q4 2025: Exited (was 204.9k shares)
7.0%
02
$IDEV
ISHARES TR CORE MSCI INTL
Q4 2025: Exited (was 4.36M shares)
3.8%
03
$SPYV
SPDR SERIES TRUST STATE STREET
Q4 2025: Exited (was 297.7k shares)
3.4%
04
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Sold 39.5% (107.4k → 64.9k shares)
2.8%
05
$AAPL
APPLE INC COM
Q1 2026: Sold 35.6% (65.4k → 42.1k shares)
2.5%
06
$SPDW
SPDR INDEX SHS FDS STATE STREE
Q4 2025: Exited (was 4.92M shares)
2.4%
07
$SPEM
SPDR INDEX SHS FDS STATE STREE
Q4 2025: Exited (was 4.17M shares)
2.2%
08
$BIL
SPDR SERIES TRUST STATE STREET
Q4 2025: Exited (was 66.7k shares)
2.2%
09
$SPAB
SPDR SERIES TRUST STATE STREET
Q4 2025: Exited (was 6.98M shares)
2.1%
10
$MSFT
MICROSOFT CORP COM
Q1 2026: Sold 39.7% (31.7k → 19.1k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:40 UTC.