StockDriftsStockDriftsTop 50 Horizon Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST ST STR P500G | 7.24% | 5.55M | $660.7M | -13.09%(-836.21K) | $69.84(+76.69%) | 2026-06-30 | |
| IDEV | ISHARES TR CORE MSCI INTL | 3.54% | 3.63M | $322.9M | -10.76%(-437.43K) | $68.27(+37.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.13% | 1.43M | $285.5M | -2.13%(-31.09K) | $134.69(+67.28%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS ST STR PO E | 2.53% | 4.58M | $231.0M | -3.98%(-189.92K) | $31.05(+67.87%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.51% | 792.8K | $229.2M | -8.56%(-74.23K) | $231.21(+32.03%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.07% | 528.2K | $188.8M | +9.08%(+43.99K) | $191.05(+81.29%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST ST STR P500V | 2.03% | 3.05M | $185.3M | -42.82%(-2.28M) | $51.47(+23.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 1.9% | 466.0K | $173.8M | +5.72%(+25.21K) | $434.09(+14.46%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS ST PORT MAR | 1.9% | 3.35M | $173.4M | -18.39%(-754.50K) | $35.88(+45.76%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T S | 1.87% | 802.6K | $170.8M | +1.90%(+14.93K) | $170.35(+30.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.63% | +50.64% | +7.01% | +40.35% |
| Top 20 Holdings Unweighted | +11.21% | +37.52% | +5.00% | +27.65% |
Horizon Investments LLC reports $9.13B in US-listed equity holdings across 1,386 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (7.2%), IDEV (3.5%) and NVDA (3.1%). The top 20 holdings account for 40.23% of reported assets. Its disclosed equity book has returned +50.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Horizon Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1560717). View Horizon Investments LLC’s 13F filings on SEC