Institutional manager
Horizon Investments, LLC
Holds positions in 486 of the S&P 500, worth $5.77bn as reported for the quarter ended 31-mar-2026.
Positions held486of 488 index companies covered
Reported value$5.77bnS&P 500 positions only
Top ten weight55%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 486 held. The rest are smaller than every one of these.
State Street CorporationSTT34.1m$1.96bnFinancialsNvidiaNVDA1.5m$254mInformation TechnologyApple Inc.AAPL866,987$220mInformation TechnologyAlphabet Inc. (Class A)GOOGL577,930$166mCommunication ServicesMicrosoftMSFT440,743$163mInformation TechnologyAmazonAMZN438,151$91mConsumer DiscretionaryBroadcomAVGO292,327$90mInformation TechnologyMeta PlatformsMETA130,906$75mCommunication ServicesExxonMobilXOM392,624$67mEnergyBerkshire HathawayBRK.B129,143$62mFinancialsJohnson & JohnsonJNJ248,327$61mHealth CareLilly (Eli)LLY53,382$49mHealth CareChevron CorporationCVX209,204$43mEnergyMicron TechnologyMU117,009$40mInformation TechnologyWalmartWMT311,492$39mConsumer StaplesJPMorgan ChaseJPM131,354$38mFinancialsTesla, Inc.TSLA96,691$36mConsumer DiscretionaryCostcoCOST35,622$35mConsumer StaplesPalantir TechnologiesPLTR230,312$34mInformation TechnologyMerck & Co.MRK277,662$33mHealth CareProcter & GamblePG228,679$33mConsumer StaplesApplied MaterialsAMAT82,320$28mInformation TechnologyVisa Inc.V92,228$28mFinancialsMastercardMA54,047$27mFinancialsGoldman SachsGS276,998$27mFinancialsLam ResearchLRCX121,136$26mInformation TechnologyNetflixNFLX266,728$26mCommunication ServicesAdvanced Micro DevicesAMD125,418$26mInformation TechnologyCoca-Cola Company (The)KO322,227$25mConsumer StaplesAnalog DevicesADI73,798$23mInformation TechnologyNewmontNEM215,119$23mMaterialsWilliams CompaniesWMB309,295$23mEnergyPhilip Morris InternationalPM136,138$23mConsumer StaplesAT&TT781,961$22mCommunication ServicesHome Depot (The)HD65,727$22mConsumer DiscretionaryGE VernovaGEV24,650$22mIndustrialsLinde plcLIN43,176$21mMaterialsMcDonald'sMCD66,373$21mConsumer DiscretionaryConocoPhillipsCOP155,946$20mEnergyT-Mobile USTMUS94,095$20mCommunication ServicesGilead SciencesGILD141,760$20mHealth CareTJX CompaniesTJX123,559$20mConsumer DiscretionaryAbbVieABBV89,420$19mHealth CareAir ProductsAPD64,942$19mMaterialsOracle CorporationORCL127,651$19mInformation TechnologyPepsiCoPEP117,082$18mConsumer StaplesFreeport-McMoRanFCX307,705$18mMaterialsGeneral DynamicsGD51,098$17mIndustrialsCaterpillar Inc.CAT22,860$16mIndustrialsU.S. BancorpUSB293,363$15mFinancialsArista NetworksANET124,017$15mInformation TechnologySalesforceCRM80,907$15mInformation TechnologyVerizonVZ297,756$15mCommunication ServicesBristol Myers SquibbBMY244,041$15mHealth CareRTX CorporationRTX74,007$14mIndustrialsTexas InstrumentsTXN73,820$14mInformation TechnologyPhillips 66PSX76,382$14mEnergyAmgenAMGN39,188$14mHealth CareComcastCMCSA462,290$13mCommunication ServicesHCA HealthcareHCA27,359$13mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.