SEC 13F Intelligence

Managers / Q4 2022 · view latest →

HORIZON BANCORP INC /IN/

CIK 0000706129 · 515 FRANKLIN STREET, MICHIGAN CITY, IN, 46360 · 2198790211

Reported Value
$179M
Q4 2022
Positions
213
Filings on Record
19
2019–present window
Filed
Feb 9, 2023
original filing

Summary

Horizon Bancorp Inc /In/ reported $179M in U.S.-listed holdings across 213 positions for Q4 2022.

The portfolio is heavily concentrated: GVI alone accounts for 34.9% of reported value.

Compared with Q3 2020, the fund opened 42 new positions and exited 75.

Portfolio Metrics

Turnover
+23.3%
vs prior filed quarter
Top-10 Concentration
+85.0%
share of reported value
Largest Position
+34.9%
Ishares Intermediate Government Credit Etf
New / Exited
42 / 75
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $107MQ4 ’19Q1 ’20: $65MQ2 ’20: $93MQ3 ’20: $71MQ3 ’20Q4 ’22: $179MQ1 ’23: $157MQ2 ’23: $157MQ2 ’23Q3 ’23: $156MQ4 ’23: $205MQ1 ’24: $210MQ1 ’24Q2 ’24: $210MQ3 ’24: $216MQ4 ’24: $212MQ4 ’24Q1 ’25: $177MQ2 ’25: $199MQ3 ’25: $210MQ3 ’25Q4 ’25: $205MQ1 ’26: $208Mfilingsflow.com

Portfolio Composition

By security type
ETP: 76.9%Common Stock: 22.7%Other: 0.2%ADR: 0.1%REIT: 0.1%MLP: 0.0%
  • ETP · 76.9% · $137M
  • Common Stock · 22.7% · $41M
  • Other · 0.2% · $302,000
  • ADR · 0.1% · $227,000
  • REIT · 0.1% · $225,000
  • MLP · 0.0% · $12,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
GVIIshares Intermediate Government Credit ETFNEW+608.7K608.7K+$62M$62M
BNDVanguard Bd Index FdsNEW+861.5K861.5K+$62M$62M
AAAUGoldman Sachs Physical Gold UnitNEW+13.4K13.4K+$243,000$243,000
ADSKAutodesk IncNEW+817817+$153,000$153,000
AONAON PLC Shs Cl ANEW+500500+$150,000$150,000
NDAQNasdaq IncNEW+2.4K2.4K+$146,000$146,000
CTSHCognizant Tech Solutions Cl ANEW+2.4K2.4K+$139,000$139,000
AKXAnsys IncNEW+570570+$138,000$138,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

211 positions
#IssuerClass% PortfolioValueShares
1GVIIshares Intermediate Government Credit ETFhistory →Com34.89%$62M608.7K
2BNDVanguard Bd Index Fdshistory →Com34.63%$62M861.5K
3HBNCHorizon Bancorp Inchistory →Com6.36%$11M754.0K
4PFEPfizer Inchistory →Com3.47%$6M121.2K
5IVVIshares Core S&P 500 ETFhistory →Com1.63%$3M7.6K
6VTIETF Vanguard Totalhistory →Com1.49%$3M13.9K
7EXMOCExxon Mobil CorpCom0.68%$1M10.9K
8INTUIntuitCom0.66%$1M443
9SPYSPDR S&P 500Com0.62%$1M2.9K
10VOOVanguard 500 S&P ETFCom0.61%$1M3.1K
11SDYSPDR S&P DividendCom0.52%$930,0007.4K
12ABTAbbott LabsCom0.47%$832,0007.6K
13PGProcter & Gamble COCom0.41%$740,0004.9K
14PEPPepsico IncCom0.35%$623,0003.5K
15IGMIshares Expanded Tech Sector ETFCom0.33%$595,0002.1K
16KOCoca Cola COCom0.32%$569,0008.9K
17MMM3M COCom0.31%$561,0004.7K
18JNJJohnson & JohnsonCom0.31%$552,0003.1K
19SYYSysco CorpCom0.29%$514,0006.7K
20MSFTMicrosoft CorpCom0.29%$511,0002.1K
21ITWIllinois Tool Wks IncCom0.28%$504,0002.3K
22VCRVanguard Consumer DiscretionaryCom0.26%$470,0002.1K
23LOWLowes Cos IncCom0.26%$466,0002.3K
24NINisource IncCom0.26%$465,00017.0K
25ELVElevance Health INCCom0.25%$438,000854
26WMTWal-Mart IncCom0.24%$434,0003.1K
27DUKDuke Energy CorpCom0.23%$407,0004.0K
28ABBVAbbvie IncCom0.23%$405,0002.5K
29FXOFirst Trust Financials AlphadexCom0.20%$362,0008.8K
30ORCLOracle CorpCom0.20%$359,0004.4K
31NEENextera Energy IncCom0.20%$352,0004.2K
32DIASPDR Dow Jones IndlCom0.19%$331,0001.0K
33CAGConagra Foods IncCom0.18%$330,0008.5K
34FITBFifth Third BancorpCom0.17%$297,0009.1K
35BMYBristol Myers Squibb CoCom0.16%$281,0003.9K
36ACNAccenture PLCCom0.16%$280,0001.1K
37JPMJPMorganCom0.14%$251,0001.9K
38PMPhilip Morris International IncCom0.14%$243,0002.4K
39AAAUGoldman Sachs Physical Gold UnitCom0.14%$243,00013.4K
40VOXVanguard Communication ServicesCom0.13%$241,0002.9K
41LLYLilly Eli & COCom0.13%$241,000660
42IBMInternational Business MachinesCom0.13%$241,0001.7K
43NOCNorthrop Grumman CorpCom0.13%$237,000435
44BRK/BBerkshire Hathaway Inc Class BCom0.13%$226,000731
45HONHoneywell International IncCom0.13%$225,0001.1K
46MOAltria Group IncCom0.12%$222,0004.9K
47MCDMcDonalds CorpCom0.12%$219,000830
48BPBP PLC Sponsored ADRCom0.12%$215,0006.1K
49VHTVanguard Health Care Index FundCom0.12%$212,000855
50VDCVanguard Consumer Staples ETFCom0.12%$211,0001.1K
51AAPLApple IncCom0.11%$200,0001.5K
52MDTMedtronic PLCCom0.11%$200,0002.6K
53AFLAflac IncCom0.11%$189,0002.6K
54ETNEaton Corp PLC ShsCom0.11%$188,0001.2K
55TGTTarget CorpCom0.10%$187,0001.3K
56MAMastercard IncCom0.10%$185,000531
57AMGNAmgen IncCom0.10%$184,000700
58QCOMQualcomm IncCom0.10%$182,0001.7K
59LMTLockheed Martin CorpCom0.10%$175,000360
60DOVDover CorpCom0.09%$168,0001.2K
61XLUSPDR Utilities Select SectorCom0.09%$167,0002.4K
62ADMArcher Daniels Midland CoCom0.09%$167,0001.8K
63HUMHumana Inc ComCom0.09%$167,000326
64LHXL3 Harris Technologies Inc ComCom0.09%$166,000796
65INTCIntel CorpCom0.09%$164,0006.2K
66YUMYum Brands IncCom0.09%$162,0001.3K
67MSIMotorola Solutions IncCom0.09%$161,000623
68VRSNVerisign IncCom0.09%$160,000780
69CMICummins IncCom0.09%$156,000643
70ADSKAutodesk IncCom0.09%$153,000817
71UPSUnited Parcel Service Inc Cl BCom0.09%$152,000872
72VFHVanguard Financials ETFCom0.08%$150,0001.8K
73AONAON PLC Shs Cl ACom0.08%$150,000500
74Laboratory Corp America HldgsCom0.08%$149,000634
75FOXFox Corp B ComCom0.08%$147,0005.2K
76BF/BBrown Forman Corp Cl BCom0.08%$146,0002.2K
77SPGIS&P Global IncCom0.08%$146,000435
78WYWeyerhaeuser CompanyCom0.08%$146,0004.7K
79NDAQNasdaq IncCom0.08%$146,0002.4K
80EMNEastman Chemical COCom0.08%$142,0001.7K
81GDGeneral Dynamics CorpCom0.08%$140,000565
82CTSHCognizant Tech Solutions Cl ACom0.08%$139,0002.4K
83AKXAnsys IncCom0.08%$138,000570
84CSXCsx CorpCom0.08%$137,0004.4K
85HIIHuntington Ingalls Inds IncCom0.08%$136,000591
86IPInternational Paper Co ComCom0.08%$136,0003.9K
87NOWServicenow IncCom0.08%$135,000347
88VNQVanguard REIT ETFCom0.08%$135,0001.6K
89TAT&T IncCom0.08%$135,0007.3K
90EFVIshares Tr EAFE Value ETFCom0.08%$135,0002.9K
91TXTTextron IncCom0.07%$133,0001.9K
92FDXFedex CorpCom0.07%$133,000766
93XLESPDR Energy Select Sector SPDRCom0.07%$132,0001.5K
94LDOSLeidos Holdings Inc ComCom0.07%$132,0001.3K
95VISVanguard Industrials ETFCom0.07%$132,000721
96AMDAdvanced Micro DevicesCom0.07%$130,0002.0K
97SPYMSpdr Ser TrCom0.07%$128,0002.9K
98HDHome Depot IncCom0.07%$126,000400
99AOSA O Smith CorpCom0.07%$122,0002.1K
100EFXEquifax IncCom0.07%$119,000614

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$208M206Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$205M194Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$210M189Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$199M216Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$177M183Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$212M193Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$216M221Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$210M228Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$210M242Apr 19, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$205M247Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$156M245Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$157M234Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$157M186May 5, 202313F-HRchanges · EDGAR ↗
Q4 2022$179M213Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2020$71M246Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$93M249Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$65M267Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$107M279Feb 11, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.