SEC 13F Intelligence

Managers / Q3 2024 · view latest →

HORIZON BANCORP INC /IN/

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

Reported Value
$216M
Q3 2024
Positions
221
Filings on Record
19
2019–present window
Filed
Oct 24, 2024
original filing

Summary

Horizon Bancorp Inc /In/ reported $216M in U.S.-listed holdings across 221 positions for Q3 2024.

The portfolio is heavily concentrated: BND alone accounts for 23.1% of reported value.

Compared with Q2 2024, the fund opened 8 new positions and exited 15.

Portfolio Metrics

Turnover
+9.0%
vs prior filed quarter
Top-10 Concentration
+76.8%
share of reported value
Largest Position
+23.1%
Vanguard Bd Index Fds
New / Exited
8 / 15
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: 82.6%Common Stock: 17.2%REIT: 0.1%ADR: 0.1%Closed-End Fund: 0.0%Other: 0.0%
  • ETP · 82.6% · $178M
  • Common Stock · 17.2% · $37M
  • REIT · 0.1% · $287,000
  • ADR · 0.1% · $179,000
  • Closed-End Fund · 0.0% · $1,000
  • Other · 0.0% · $0

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LHLabcorp Holdings Inc.NEW+128128+$29,000$29,000
TELTE CONNECTIVITY PLCNEW+111111+$17,000$17,000
EDConsolidated Edison IncNEW+144144+$15,000$15,000
OXYOccidental Petroleum CorpNEW+300300+$15,000$15,000
PEGPublic Svc Enterprise Grp IncNEW+120120+$11,000$11,000
ETNEaton Corp PLC ShsNEW+2323+$8,000$8,000
WECWec Energy Group IncNEW+6868+$7,000$7,000
DTMDT Midstream IncNEW+6666+$5,000$5,000

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

Holdings — Q3 2024

220 positions
#IssuerClass% PortfolioValueShares
1BNDVanguard Bd Index Fdshistory →Com23.06%$50M663.1K
2GVIIshares Intermediate Government Credit ETFhistory →Com18.10%$39M365.0K
3VTVETF Vanguard Valuehistory →Com5.59%$12M69.1K
4TDTTFlexshares IBOXX 3 Year Target Datehistory →Com5.06%$11M454.4K
5SKORFlexshares Credit Scored US Corp Bondhistory →Com5.05%$11M222.2K
6VUGVanguard Index Funds Growth ETFhistory →Com5.01%$11M28.2K
7HBNCHorizon Bancorp Inchistory →Com4.44%$10M616.5K
8EFAIshares Msci Eafe Indexhistory →Com4.12%$9M106.4K
9IEFAIshares Core Msci Eafe ETFhistory →Com3.63%$8M100.5K
10EEMIshares Msci Emerging Marketshistory →Com2.68%$6M126.3K
11HYGVFlexshares High Yield VL ETFhistory →Com2.19%$5M113.3K
12GUNRFlexshares Morningstar Global Upshistory →Com1.85%$4M96.7K
13QDFFlexshares Quality Dividend Index ETFhistory →Com1.72%$4M51.9K
14VNQVanguard REIT ETFhistory →Com1.43%$3M31.8K
15PFEPfizer Inchistory →Com1.11%$2M82.7K
16VBKVanguard Index Funds Smallcap Growth ETFCom0.71%$2M5.8K
17VBRVanguard Index Funds Smallcap Value ETFCom0.71%$2M7.7K
18MSFTMicrosoft CorpCom0.65%$1M3.3K
19NVDANvidia CorpCom0.58%$1M10.3K
20AAPLApple IncCom0.53%$1M4.9K
21ORCLOracle CorpCom0.40%$865,0005.1K
22AMZNAmazon.Com IncCom0.38%$814,0004.4K
23GOOGLAlphabet Inc Cl ACom0.36%$775,0004.7K
24BRK/BBerkshire Hathaway Inc Class BCom0.34%$738,0001.6K
25ELVElevance Health INCCom0.33%$721,0001.4K
26METAMeta Platforms Inc Cl ACom0.27%$588,0001.0K
27JPMJPMorganCom0.26%$572,0002.7K
28NINisource IncCom0.26%$561,00016.2K
29COSTCostco Wholesale CorpCom0.25%$537,000606
30MAMastercard IncCom0.24%$516,0001.0K
31IGMIshares Expanded Tech Sector ETFCom0.22%$471,0004.9K
32VOEVanguard Mid-Cap Value ETF VoeCom0.22%$466,0002.8K
33ABTAbbott LabsCom0.21%$445,0003.9K
34DDDuPont de Nemours Inc ComCom0.20%$435,0004.9K
35ABBVAbbvie IncCom0.17%$365,0001.9K
36CMGChipotle Mexican Grill IncCom0.17%$365,0006.3K
37EXMOCExxon Mobil CorpCom0.16%$353,0003.0K
38AAAUGoldman Sachs Physical Gold UnitCom0.16%$348,00013.4K
39CTVACorteva Inc ComCom0.16%$340,0005.8K
40BABoeing CoCom0.15%$323,0002.1K
41VOTVanguard Mid-Cap Growth IndexCom0.14%$311,0001.3K
42GDGeneral Dynamics CorpCom0.13%$289,000956
43NSCNorfolk Southern CorpCom0.13%$270,0001.1K
44MDLZMondelez International IncCom0.12%$266,0003.6K
45KOCoca Cola COCom0.12%$265,0003.7K
46TJXTJX Cos IncCom0.12%$261,0002.2K
47MSTRMicrostrategy IncCom0.12%$261,0001.6K
48ADIAnalog DevicesCom0.12%$258,0001.1K
49CRMSalesforce Com IncCom0.12%$256,000935
50LLYLilly Eli & COCom0.12%$255,000288
51ADBEAdobe Systems IncCom0.12%$250,000482
52HDHome Depot IncCom0.11%$237,000586
53AMTAmerican Tower Corp REITCom0.11%$237,0001.0K
54BXBlackstone Group IncCom0.11%$231,0001.5K
55MRSHMarsh & McLennan Cos IncCom0.11%$229,0001.0K
56NOWServicenow IncCom0.11%$227,000254
57PANWPalo Alto Networks IncCom0.10%$226,000660
58CVXChevron CorpCom0.10%$214,0001.5K
59CSCOCisco Systems IncCom0.10%$212,0004.0K
60AMDAdvanced Micro DevicesCom0.10%$211,0001.3K
61MASMasco CorporationCom0.10%$207,0002.5K
62ACNAccenture PLCCom0.10%$207,000586
63HONHoneywell International IncCom0.09%$205,000994
64CVSCVS Health CorpCom0.09%$203,0003.2K
65ICEIntercontinental Exchange IncCom0.09%$201,0001.3K
66PGProcter & Gamble COCom0.09%$196,0001.1K
67TFCTruist Finl CorpCom0.09%$193,0004.5K
68CORCENCORA INCCom0.09%$191,000848
69SDYSPDR S&P DividendCom0.09%$190,0001.3K
70NEENextera Energy IncCom0.09%$188,0002.2K
71VCRVanguard Consumer DiscretionaryCom0.08%$179,000527
72DISDisney Walt COCom0.08%$179,0001.9K
73GSKGSK PLC ADrCom0.08%$179,0004.4K
74CDWCDW CorpCom0.08%$177,000781
75FDXFedex CorpCom0.08%$176,000642
76SLBSchlumbergerCom0.08%$171,0004.1K
77CMCSAComcast Corp Cl ACom0.08%$170,0004.1K
78GWWGrainger IncCom0.08%$168,000162
79ZBHZimmer Biomet Holdings IncCom0.07%$157,0001.5K
80SCHWCharles Schwab CorpCom0.07%$157,0002.4K
81Blackrock Inc Cl ACom0.07%$156,000164
82EFVIshares Tr EAFE Value ETFCom0.07%$154,0002.7K
83PYPLPaypal Hldgs IncCom0.07%$152,0002.0K
84MCDMcDonalds CorpCom0.07%$146,000481
85DOWDow IncCom0.07%$146,0002.7K
86NKENike IncCom0.07%$145,0001.6K
87BBWIBath & Body Works IncCom0.06%$136,0004.3K
88VHTVanguard Health Care Index FundCom0.06%$136,000481
89MCHPMicrochip Technology Inc.Com0.06%$132,0001.6K
90RTXRTX CORPORATIONCom0.06%$131,0001.1K
91XLUSPDR Utilities Select SectorCom0.06%$125,0001.6K
92SPYSPDR S&P 500Com0.06%$122,000213
93BDXBecton Dickinson & CoCom0.06%$122,000506
94HBANHuntington BancsharesCom0.06%$120,0008.2K
95XLESPDR Energy Select Sector SPDRCom0.06%$119,0001.4K
96VISVanguard Industrials ETFCom0.05%$117,000448
97VDCVanguard Consumer Staples ETFCom0.05%$116,000533
98EOGEOG Resources Inc ComCom0.05%$115,000937
99BMYBristol Myers Squibb CoCom0.05%$112,0002.2K
100VVisa Inc Cl ACom0.05%$110,000400

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 ↗.