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Horizon Investments, LLC | Tormere

Horizon Investments, LLC

Est. AUM

$7.33B

13F long equity, this entity only

Positions

1,400

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR CORE MSCI INTL	COM	$339.7M	4064751	4.63%	SOLE
2	NVIDIA CORPORATION COM	COM	$254.2M	1457794	3.47%	SOLE
3	APPLE INC COM	COM	$219.8M	866987	3.00%	SOLE
4	SPDR INDEX SHS FDS STATE STREE	COM	$218.0M	4774505	2.97%	SOLE
5	SPDR INDEX SHS FDS STATE STREE	COM	$192.5M	4103234	2.63%	SOLE
6	SPDR SERIES TRUST STATE STREET	COM	$191.9M	2106472	2.62%	SOLE
7	SPDR SERIES TRUST STATE STREET	COM	$183.7M	7169907	2.51%	SOLE
8	MICROSOFT CORP COM	COM	$163.2M	440743	2.23%	SOLE
9	INVESCO EXCHANGE TRADED FD T S	COM	$151.2M	787644	2.06%	SOLE
10	ALPHABET INC CAP STK CL A	COM	$139.3M	484257	1.90%	SOLE
11	LISTED FDS TR ROUNDHILL MAGNIF	COM	$131.1M	2261818	1.79%	SOLE
12	AMAZON COM INC COM	COM	$91.3M	438151	1.24%	SOLE
13	BROADCOM INC COM	COM	$90.5M	292327	1.23%	SOLE
14	PIMCO ETF TR MULTISECTOR BD	COM	$81.7M	3146064	1.11%	SOLE
15	META PLATFORMS INC CL A	COM	$74.9M	130906	1.02%	SOLE
16	EXXON MOBIL CORP COM	COM	$66.6M	392624	0.91%	SOLE
17	BERKSHIRE HATHAWAY INC DEL CL	COM	$61.9M	129143	0.84%	SOLE
18	ISHARES TR MSCI USA QLT FCT	COM	$61.4M	319994	0.84%	SOLE
19	SELECT SECTOR SPDR TR STATE ST	COM	$61.0M	459258	0.83%	SOLE
20	JOHNSON JOHNSON COM	COM	$60.7M	248327	0.83%	SOLE
21	ISHARES TR CORE DIV GRWTH	COM	$57.2M	814939	0.78%	SOLE
22	ISHARES TR ISHS 5-10YR INVT	COM	$57.0M	1079666	0.78%	SOLE
23	AMERICAN CENTY ETF TR INTL SMC	COM	$52.7M	527553	0.72%	SOLE
24	ELI LILLY CO COM	COM	$49.1M	53382	0.67%	SOLE
25	J P MORGAN EXCHANGE TRADED F C	COM	$46.2M	988340	0.63%	SOLE
26	CHEVRON CORPORATION COM	COM	$43.3M	209204	0.59%	SOLE
27	MICRON TECHNOLOGY INC COM	COM	$39.5M	117009	0.54%	SOLE
28	WALMART INC COM	COM	$38.6M	311492	0.53%	SOLE
29	JPMORGAN CHASE CO COM	COM	$38.4M	131354	0.52%	SOLE
30	ISHARES TR CORE SP US GWT	COM	$36.8M	237052	0.50%	SOLE
31	TESLA INC COM	COM	$35.9M	96691	0.49%	SOLE
32	ISHARES TR 10 YR INVST GRD	COM	$35.5M	722529	0.48%	SOLE
33	COSTCO WHOLESALE CORPORATION C	COM	$35.4M	35622	0.48%	SOLE
34	PALANTIR TECHNOLOGIES INC CL A	COM	$33.7M	230312	0.46%	SOLE
35	MERCK CO INC COM	COM	$33.4M	277662	0.46%	SOLE
36	PROCTER GAMBLE CO COM	COM	$32.8M	228679	0.45%	SOLE
37	SELECT SECTOR SPDR TR STATE ST	COM	$32.0M	288986	0.44%	SOLE
38	VANGUARD SPECIALIZED FUNDS DIV	COM	$28.8M	134120	0.39%	DFND
39	APPLIED MATLS INC COM	COM	$28.1M	82320	0.38%	SOLE
40	SPDR SERIES TRUST STATE STREET	COM	$28.1M	286758	0.38%	DFND
41	VISA INC COM CL A	COM	$27.8M	92228	0.38%	SOLE
42	MASTERCARD INCORPORATED CL A	COM	$27.0M	54047	0.37%	SOLE
43	ALPHABET INC CAP STK CL C	COM	$26.9M	93673	0.37%	SOLE
44	SPDR SERIES TRUST STATE STREET	COM	$26.8M	1586460	0.37%	SOLE
45	SSGA ACTIVE ETF TR STATE STREE	COM	$26.7M	677572	0.36%	SOLE
46	LAM RESEARCH CORP COM NEW	COM	$25.9M	121136	0.35%	SOLE
47	NETFLIX INC. COM	COM	$25.6M	266728	0.35%	SOLE
48	ADVANCED MICRO DEVICES INC COM	COM	$25.5M	125418	0.35%	SOLE
49	ISHARES INC MSCI JAPAN ETF	COM	$24.6M	291595	0.34%	SOLE
50	COCA COLA CO COM	COM	$24.5M	322227	0.33%	SOLE

1–50 of 1,400

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.