SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Horizon Investments, LLC

CIK 0001560717 · 6210 ARDREY KELL ROAD, SUITE 300, CHARLOTTE, NC, 28277 · 704-544-2399

Reported Value
$2.8B
Q1 2019
Positions
495
Filings on Record
30
2019–present window
Filed
May 16, 2019
original filing

Summary

Horizon Investments, Llc reported $2.8B in U.S.-listed holdings across 495 positions for Q1 2019.

Its largest position, SPYG, represents 9.5% of the portfolio.

Compared with Q4 2018, the fund opened 251 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.0BQ4 ’18Q1 ’19: $2.8BQ2 ’19: $3.6BQ3 ’19: $2.5BQ4 ’19: $2.3BQ4 ’19Q1 ’20: $2.0BQ2 ’20: $4.1BQ3 ’20: $2.8BQ4 ’20: $88MQ4 ’20Q1 ’21: $2.7BQ2 ’21: $3.4BQ3 ’21: $3.8BQ4 ’21: $3.4BQ4 ’21Q1 ’22: $3.5BQ2 ’22: $3.2BQ3 ’22: $3.3BQ4 ’22: $3.5BQ4 ’22Q1 ’23: $3.4BQ2 ’23: $3.5BQ3 ’23: $3.3BQ4 ’23: $3.6BQ4 ’23Q1 ’24: $3.8BQ2 ’24: $3.6BQ3 ’24: $3.8BQ4 ’24: $3.5BQ4 ’24Q1 ’25: $3.4BQ2 ’25: $6.3BQ3 ’25: $7.6BQ4 ’25: $7.9BQ4 ’25Q1 ’26: $8.9Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.9B1,433May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.9B1,322Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.6B1,212Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.3B1,143Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.4B884May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.5B889Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.8B861Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.6B850Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.8B834May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.6B834Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.3B819Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.5B798Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.4B784May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.5B553Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.3B504Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.2B482Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.5B534May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.4B479Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.8B491Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.4B485Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.7B456May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$88M91Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.8B399Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$4.1B447Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B308May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.3B529Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.5B413Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.6B560Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.8B495May 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.0B234Feb 13, 201913F-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 ↗.