EdgeMarket › What Horizon Investments, Llc reported owning
What Horizon Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.9BPositions
1,404Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 625.5M | 7.0% | 6.4M | 120.21 | +22.2% |
| IDEV iShares Core MSCI International Developed Mark | 339.7M | 3.8% | 4.1M | 93.31 | +18.6% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 301.7M | 3.4% | 5.3M | 63.51 | +17.5% |
| NVDA NVIDIA CORP | 254.2M | 2.8% | 1.5M | 214.72 | +22.4% |
| AAPL Apple Inc. | 219.8M | 2.5% | 867.0K | 309.35 | +36.9% |
| SPDW State Street SPDR Portfolio Developed World ex | 218.0M | 2.4% | 4.8M | 52.02 | +24.4% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 192.5M | 2.2% | 4.1M | 52.38 | +18.1% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 191.9M | 2.2% | 2.1M | 91.60 | -0.1% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 183.7M | 2.1% | 7.2M | 25.09 | -1.8% |
| MSFT MICROSOFT CORP | 163.1M | 1.8% | 440.7K | 483.24 | -4.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 151.2M | 1.7% | 787.6K | 221.67 | +18.8% |
| GOOGL Alphabet Inc. | 139.3M | 1.6% | 484.3K | 344.82 | +73.0% |
| MAGS Roundhill Magnificent Seven ETF | 131.0M | 1.5% | 2.3M | 67.28 | +14.7% |
| USMV iShares MSCI USA Min Vol Factor ETF | 120.9M | 1.4% | 1.3M | 101.23 | +7.0% |
| VIG Vanguard Div Appreciation ETF | 94.5M | 1.1% | 439.4K | 243.91 | +16.2% |
| DFAE Dimensional Emerging Core Equity Market ETF | 94.1M | 1.1% | 2.8M | 39.49 | +32.0% |
| AMZN AMAZON COM INC | 91.3M | 1.0% | 438.2K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 90.5M | 1.0% | 292.3K | 368.45 | +26.5% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 81.7M | 0.9% | 3.1M | 26.16 | -1.4% |
| VEA Vanguard FTSE Developed Markets ETF | 77.6M | 0.9% | 1.2M | 73.42 | +24.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 77.4M | 0.9% | 1.1M | 81.57 | +31.9% |
| META Meta Platforms, Inc. | 74.9M | 0.8% | 130.9K | 549.90 | -26.5% |
| XOM ExxonMobil Holdings Corp | 66.6M | 0.7% | 392.6K | 165.11 | +52.1% |
| IJR iShares Core S&P Small-Cap ETF | 64.8M | 0.7% | 521.0K | 147.31 | +29.0% |
| unmapped CUSIP 084670702 | 61.9M | 0.7% | 129.1K | — | — |
| QUAL iShares MSCI USA Quality Factor ETF | 61.4M | 0.7% | 320.0K | 223.22 | +19.3% |
| XLK State Street Technology Select Sector SPDR ETF | 61.0M | 0.7% | 459.3K | 183.31 | +41.1% |
| JNJ JOHNSON & JOHNSON | 60.7M | 0.7% | 248.3K | 270.24 | +51.1% |
| FBND Fidelity Total Bond ETF | 57.9M | 0.6% | 1.3M | 44.90 | -2.1% |
| DGRO iShares Core Dividend Growth ETF | 57.2M | 0.6% | 814.9K | 79.61 | +20.0% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 57.0M | 0.6% | 1.1M | 52.14 | -2.5% |
| AVDV Avantis International Small Cap Value ETF | 52.7M | 0.6% | 527.6K | 111.95 | +32.8% |
| AGG iShares Core U.S. Aggregate Bond ETF | 52.2M | 0.6% | 529.4K | 97.35 | -1.7% |
| LLY ELI LILLY & Co | 49.1M | 0.6% | 53.4K | 1,255.40 | +78.0% |
| JCPB JPMorgan Core Plus Bond ETF | 46.2M | 0.5% | 988.3K | 46.16 | -1.8% |
| CVX CHEVRON CORP | 43.3M | 0.5% | 209.2K | 205.27 | +34.0% |
| MU MICRON TECHNOLOGY INC | 39.5M | 0.4% | 117.0K | 966.78 | +724.8% |
| WMT Walmart Inc. | 38.6M | 0.4% | 311.5K | 103.70 | +1.1% |
| JPM JPMORGAN CHASE & CO | 38.4M | 0.4% | 131.4K | 351.58 | +20.3% |
| IUSG iShares Core S&P U.S. Growth ETF | 36.8M | 0.4% | 237.1K | 189.82 | +22.3% |
| TSLA Tesla, Inc. | 35.9M | 0.4% | 96.7K | 362.86 | +12.0% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 35.5M | 0.4% | 722.5K | 47.79 | -4.9% |
| COST COSTCO WHOLESALE CORP /NEW | 35.4M | 0.4% | 35.6K | 947.74 | -4.7% |
| BNDX Vanguard Total International Bond ETF | 34.1M | 0.4% | 712.4K | 47.65 | -3.3% |
| PLTR Palantir Technologies Inc. | 33.7M | 0.4% | 230.3K | 179.94 | +15.3% |
| MRK Merck & Co., Inc. | 33.4M | 0.4% | 277.7K | 152.55 | +80.2% |
| PG PROCTER & GAMBLE Co | 32.8M | 0.4% | 228.7K | 144.68 | -9.3% |
| KBWB Invesco KBW Bank ETF | 32.1M | 0.4% | 405.1K | 95.62 | +29.1% |
| XLC State Street Communication Services Select Sec | 32.0M | 0.4% | 289.0K | 111.40 | +1.4% |
| IEFA iShares Core MSCI EAFE ETF | 29.4M | 0.3% | 325.2K | 100.85 | +16.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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