Long-term investor

Horizon Investments, LLC @horizoninvestmentsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001560717).

Record

  • Tracked since 2025-06-30 (434 days), 114 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.5% · 6 months +7.7% · 1 year +14.4% · all +14.4%
  • Max drawdown -1.4% · Sharpe 1.03 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPYG · 7.2% · long · since 2025-06-30
  • IDEV · 3.5% · long · since 2025-06-30
  • NVDA · 3.1% · long · since 2025-06-30
  • SPDW · 2.5% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • GOOGL · 2.1% · long · since 2025-06-30
  • SPYV · 2.0% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30
  • SPEM · 1.9% · long · since 2025-06-30
  • RSP · 1.9% · long · since 2025-06-30
  • MAGS · 1.8% · long · since 2025-09-30
  • SPAB · 1.4% · long · since 2025-06-30

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