Institutional manager
Horizon Investments, LLC
Holds positions in 504 of the S&P 500, worth $3.85bn as reported for the quarter ended 31-mar-2026.
Positions held504of 488 index companies covered
Reported value$3.85bnS&P 500 positions only
Top ten weight32%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 504 held. The rest are smaller than every one of these.
NvidiaNVDA1.5m$254mInformation TechnologyApple Inc.AAPL866,987$220mInformation TechnologyAlphabet Inc. (Class A)GOOGL577,930$166mCommunication ServicesMicrosoftMSFT440,743$163mInformation TechnologyAmazonAMZN438,151$91mConsumer DiscretionaryBroadcomAVGO292,327$90mInformation TechnologyMeta PlatformsMETA130,906$75mCommunication ServicesExxonMobilXOM392,624$67mEnergyBerkshire HathawayBRK.B129,143$62mFinancialsJohnson & JohnsonJNJ248,327$61mHealth CareLilly (Eli)LLY53,382$49mHealth CareChevron CorporationCVX209,204$43mEnergyMicron TechnologyMU117,009$40mInformation TechnologyWalmartWMT311,492$39mConsumer StaplesJPMorgan ChaseJPM131,354$38mFinancialsTesla, Inc.TSLA96,691$36mConsumer DiscretionaryCostcoCOST35,622$35mConsumer StaplesPalantir TechnologiesPLTR230,312$34mInformation TechnologyMerck & Co.MRK277,662$33mHealth CareProcter & GamblePG228,679$33mConsumer StaplesApplied MaterialsAMAT82,320$28mInformation TechnologyVisa Inc.V92,228$28mFinancialsMastercardMA54,047$27mFinancialsLam ResearchLRCX121,136$26mInformation TechnologyNetflixNFLX266,728$26mCommunication ServicesAdvanced Micro DevicesAMD125,418$26mInformation TechnologyCoca-Cola Company (The)KO322,227$25mConsumer StaplesAnalog DevicesADI73,798$23mInformation TechnologyNewmontNEM215,119$23mMaterialsWilliams CompaniesWMB309,295$23mEnergyPhilip Morris InternationalPM136,138$23mConsumer StaplesAT&TT781,961$22mCommunication ServicesHome Depot (The)HD65,727$22mConsumer DiscretionaryGE VernovaGEV24,650$22mIndustrialsLinde plcLIN43,176$21mMaterialsMcDonald'sMCD66,373$21mConsumer DiscretionaryConocoPhillipsCOP155,946$20mEnergyT-Mobile USTMUS94,095$20mCommunication ServicesGilead SciencesGILD141,760$20mHealth CareTJX CompaniesTJX123,559$20mConsumer DiscretionaryAbbVieABBV89,420$19mHealth CareAir ProductsAPD64,942$19mMaterialsOracle CorporationORCL127,651$19mInformation TechnologyPepsiCoPEP117,082$18mConsumer StaplesFreeport-McMoRanFCX307,705$18mMaterialsGeneral DynamicsGD51,098$17mIndustrialsCaterpillar Inc.CAT22,860$16mIndustrialsU.S. BancorpUSB293,363$15mFinancialsArista NetworksANET124,017$15mInformation TechnologySalesforceCRM80,907$15mInformation TechnologyVerizonVZ297,756$15mCommunication ServicesBristol Myers SquibbBMY244,041$15mHealth CareRTX CorporationRTX74,007$14mIndustrialsTexas InstrumentsTXN73,820$14mInformation TechnologyCasey'sCASY19,300$14mConsumer StaplesPhillips 66PSX76,382$14mEnergyAmgenAMGN39,188$14mHealth CareComcastCMCSA462,290$13mCommunication ServicesHCA HealthcareHCA27,359$13mHealth CareCharles Schwab CorporationSCHW137,960$13mFinancials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.