SEC 13F Intelligence

Managers / Q2 2025 · view latest →

HORIZON BANCORP INC /IN/

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

Reported Value
$199M
Q2 2025
Positions
216
Filings on Record
19
2019–present window
Filed
Jul 24, 2025
original filing

Summary

Horizon Bancorp Inc /In/ reported $199M in U.S.-listed holdings across 216 positions for Q2 2025.

The portfolio is heavily concentrated: BND alone accounts for 21.5% of reported value.

Compared with Q1 2025, the fund opened 34 new positions and exited 1.

Portfolio Metrics

Turnover
+1.8%
vs prior filed quarter
Top-10 Concentration
+67.0%
share of reported value
Largest Position
+21.5%
Vanguard Bd Index Fds
New / Exited
34 / 1
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: 79.5%Common Stock: 20.3%REIT: 0.1%ADR: 0.1%Closed-End Fund: 0.0%
  • ETP · 79.5% · $158M
  • Common Stock · 20.3% · $40M
  • REIT · 0.1% · $199,000
  • ADR · 0.1% · $146,000
  • Closed-End Fund · 0.0% · $1,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VVVanguard Ix Fun/vanguard Large-capNEW+4.8K4.8K+$1M$1M
VOVanguard Index Fds ETFNEW+4.5K4.5K+$1M$1M
VOOVanguard 500 S&P ETFNEW+1.7K1.7K+$966,000$966,000
VBVanguard Index Funds Smallcap ETFNEW+3.8K3.8K+$901,000$901,000
LRCXLam Research Corp.NEW+4.0K4.0K+$389,000$389,000
CASYCaseys Gen Stores IncNEW+750750+$383,000$383,000
ADPAutomatic Data Processing IncNEW+1.2K1.2K+$370,000$370,000
SYKStryker CorpNEW+900900+$356,000$356,000

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

Holdings — Q2 2025

214 positions
#IssuerClass% PortfolioValueShares
1BNDVanguard Bd Index Fdshistory →Com21.52%$43M580.6K
2GVIIshares Intermediate Government Credit ETFhistory →Com14.39%$29M267.8K
3EFAIshares Msci Eafe Indexhistory →Com4.66%$9M103.5K
4IEFAIshares Core Msci Eafe ETFhistory →Com4.15%$8M98.8K
5VUGVanguard Index Funds Growth ETFhistory →Com4.15%$8M18.8K
6VTVETF Vanguard Valuehistory →Com4.00%$8M45.0K
7TDTTFlexshares IBOXX 3 Year Target Datehistory →Com3.95%$8M323.6K
8SKORFlexshares Credit Scored US Corp Bondhistory →Com3.91%$8M159.3K
9EEMIshares Msci Emerging Marketshistory →Com3.50%$7M143.9K
10HBNCHorizon Bancorp Inchistory →Com2.79%$6M360.5K
11IWMIshares Russell 2000 Indexhistory →Com2.48%$5M22.9K
12HYGVFlexshares High Yield VL ETFhistory →Com2.26%$4M109.3K
13VGTVanguard Info Techhistory →Com1.52%$3M4.5K
14QDFFlexshares Quality Dividend Index ETFhistory →Com1.38%$3M37.3K
15GUNRFlexshares Morningstar Global Upshistory →Com1.30%$3M64.2K
16VNQVanguard REIT ETFhistory →Com1.28%$3M28.6K
17AVGOBroadcom Ltdhistory →Com1.06%$2M7.7K
18MSFTMicrosoft CorpCom0.83%$2M3.3K
19AAPLApple IncCom0.82%$2M8.0K
20PFEPfizer IncCom0.81%$2M66.6K
21VVVanguard Ix Fun/vanguard Large-capCom0.69%$1M4.8K
22NVDANvidia CorpCom0.67%$1M8.4K
23VOVanguard Index Fds ETFCom0.63%$1M4.5K
24GOOGLAlphabet Inc Cl ACom0.61%$1M6.8K
25JPMJPMorganCom0.55%$1M3.8K
26ORCLOracle CorpCom0.52%$1M4.7K
27AMZNAmazon.Com IncCom0.51%$1M4.6K
28BRK/BBerkshire Hathaway Inc Class BCom0.50%$1M2.1K
29VOOVanguard 500 S&P ETFCom0.49%$966,0001.7K
30VBVanguard Index Funds Smallcap ETFCom0.45%$901,0003.8K
31SPYSPDR S&P 500Com0.43%$846,0001.4K
32ABTAbbott LabsCom0.39%$781,0005.7K
33VOTVanguard Mid-Cap Growth IndexCom0.37%$737,0002.6K
34VOEVanguard Mid-Cap Value ETF VoeCom0.35%$702,0004.3K
35COSTCostco Wholesale CorpCom0.34%$676,000683
36VVisa Inc Cl ACom0.34%$675,0001.9K
37NINisource IncCom0.33%$653,00016.2K
38METAMeta Platforms Inc Cl ACom0.30%$594,000805
39RTXRTX CORPORATIONCom0.28%$558,0003.8K
40MASMasco CorporationCom0.27%$545,0008.5K
41ABBVAbbvie IncCom0.27%$538,0002.9K
42ELVElevance Health INCCom0.26%$516,0001.3K
43TJXTJX Cos IncCom0.25%$500,0004.1K
44IGMIshares Expanded Tech Sector ETFCom0.24%$484,0004.3K
45MAMastercard IncCom0.24%$479,000852
46CVXChevron CorpCom0.22%$436,0003.0K
47BLKBlackRock Inc.Com0.21%$420,000400
48HDHome Depot IncCom0.20%$407,0001.1K
49AAAUGoldman Sachs Physical Gold UnitCom0.20%$393,00012.0K
50LRCXLam Research Corp.Com0.20%$389,0004.0K
51CASYCaseys Gen Stores IncCom0.19%$383,000750
52ADPAutomatic Data Processing IncCom0.19%$370,0001.2K
53SYKStryker CorpCom0.18%$356,000900
54CTVACorteva Inc ComCom0.18%$348,0004.7K
55ACNAccenture PLCCom0.16%$321,0001.1K
56EXMOCExxon Mobil CorpCom0.15%$304,0002.8K
57Topbuild Corp/shCom0.15%$295,000911
58SCHWCharles Schwab CorpCom0.13%$265,0002.9K
59AMGNAmgen IncCom0.13%$265,000950
60FTNTFortinet IncCom0.13%$264,0002.5K
61AMDAdvanced Micro DevicesCom0.13%$260,0001.8K
62VBKVanguard Index Funds Smallcap Growth ETFCom0.13%$258,000931
63BXBlackstone Group IncCom0.13%$250,0001.7K
64NSCNorfolk Southern CorpCom0.12%$243,000949
65VBRVanguard Index Funds Smallcap Value ETFCom0.12%$242,0001.2K
66NOWServicenow IncCom0.12%$230,000224
67HONHoneywell International IncCom0.11%$228,000978
68CSCOCisco Systems IncCom0.11%$223,0003.2K
69CRMSalesforce Com IncCom0.11%$223,000817
70LOWLowes Cos IncCom0.11%$222,0001.0K
71CMGChipotle Mexican Grill IncCom0.11%$221,0003.9K
72CORCENCORA INCCom0.11%$218,000727
73LMTLockheed Martin CorpCom0.10%$208,000450
74TXNTexas InstrumentCom0.10%$208,0001.0K
75KOCoca Cola COCom0.10%$206,0002.9K
76PYPLPaypal Hldgs IncCom0.10%$205,0002.8K
77DISDisney Walt COCom0.10%$201,0001.6K
78AMTAmerican Tower Corp REITCom0.10%$197,000891
79PEPPepsico IncCom0.09%$185,0001.4K
80GDGeneral Dynamics CorpCom0.09%$181,000621
81LHXL3 Harris Technologies Inc ComCom0.09%$179,000714
82SDYSPDR S&P DividendCom0.09%$175,0001.3K
83CVSCVS Health CorpCom0.09%$174,0002.5K
84ADIAnalog DevicesCom0.08%$164,000689
85ADBEAdobe Systems IncCom0.08%$162,000418
86COPConocophillipsCom0.08%$162,0001.8K
87MDLZMondelez International IncCom0.08%$160,0002.4K
88EFVIshares Tr EAFE Value ETFCom0.08%$160,0002.5K
89PANWPalo Alto Networks IncCom0.08%$160,000781
90MRSHMarsh & McLennan Cos IncCom0.08%$151,000690
91ICEIntercontinental Exchange IncCom0.07%$148,000804
92XLUSPDR Utilities Select SectorCom0.07%$147,0001.8K
93GSKGSK PLC ADrCom0.07%$146,0003.8K
94CBChubb LimitedCom0.07%$145,000500
95IJRIshares Core S&P Smallcap ETFCom0.07%$144,0001.3K
96HBANHuntington BancsharesCom0.07%$137,0008.2K
97CARRCarrier Global CorporationCom0.07%$136,0001.9K
98PGProcter & Gamble COCom0.07%$135,000849
99VLOValero Energy CorpCom0.07%$134,0001.0K
100BABoeing CoCom0.07%$132,000629

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 ↗.