Horizon Investments, LLC
•CIK: 1560717•Filing: Q4 2025
Horizon Investments, LLC, managed by the seasoned strategist Alex Turner, currently oversees $7.9 billion in assets with a focus on diversified equity strategies, prominently featuring SPDR S&P 500 ETF Trust (SPYG) at 7.3%. Notably, the fund has recently made aggressive additions to NUE and PSX, up 710% and 449% respectively, while exiting positions in IBIT and SEE, reflecting a tactical shift towards high-growth sectors.
Total AUM
$7.9B
+ $151.6K in options
QoQ Performance
+4.2%
Positions
1,247
+ 4 options
Top 10 Concentration
38.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYG7.3%
IDEV4.0%
NVDA3.2%
SPYV2.8%
SPDW2.7%
MSFT2.5%
SPEM2.4%
SPAB2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
Technology17.9%
Financial3.9%
Consumer3.8%
Healthcare3.6%
Communication1.2%
Energy0.8%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+963 more exited positions
Changes from Q3 2025
NEW3 new positions
↑117 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023