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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001560717

Horizon Investments, LLC

Charlotte, NC · File #028-15165

Latest AUM
$7.89B
Positions
1,322
Top-10 Concentration
54.6%
Filings
12

Sector Allocation

Technology
14.6%$1.15B
Healthcare
5.3%$417.2M
Financials
5.1%$401.3M
Industrials
3.8%$302.6M
Energy
2.2%$176.1M
Consumer Staples
1.7%$131.4M
Materials
1.1%$87.7M
Real Estate
0.9%$68.5M
Utilities
0.7%$57.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST STATE STREET78464A4095,252,002$560.4M12.50%
2ISHARES TR CORE MSCI INTL46435G3263,857,657$318.2M7.10%
3NVIDIA CORPORATION COMNVDA1,337,891$249.5M5.57%
4SPDR INDEX SHS FDS PORTFOLIO D78463X8894,805,656$213.4M4.76%
5SPDR SERIES TRUST STATE STREET78464A5083,682,073$209.2M4.67%
6MICROSOFT CORP COMMSFT412,801$199.6M4.45%
7SPDR INDEX SHS FDS PORTFOLIO E78463X5094,026,862$188.5M4.21%
8SPDR SERIES TRUST STATE STREET78464A6497,087,609$182.5M4.07%
9APPLE INC COMAAPL610,554$166.0M3.70%
10ALPHABET INC CAP STK CL AGOOG506,994$158.7M3.54%
11INVESCO EXCHANGE TRADED FD T SIVZ786,841$150.7M3.36%
12LISTED FDS TR ROUNDHILL MAGNIF53656G4982,130,240$140.5M3.13%
13BROADCOM INC COMAVGO366,916$127.0M2.83%
14ISHARES TR MSCI USA MIN VOL46429B6971,085,785$102.2M2.28%
15AMAZON COM INC COMAMZN384,922$88.8M1.98%
16META PLATFORMS INC CL AMETA105,059$69.3M1.55%
17ISHARES INC CORE MSCI EMKT46434G103962,213$64.7M1.44%
18PIMCO ETF TR MULTISECTOR BD72201R5852,345,898$62.6M1.40%
19ISHARES TR MSCI USA QLT FCT46432F339303,700$60.3M1.35%
20ELI LILLY CO COMLLY55,209$59.3M1.32%