Titelia

Holdings of Horizon Multi-Factor U.S. Equity Fund

Horizon Funds ·159 declared positions · as of Feb 28, 2026

Original filing · Net assets 736.9M $ · Ten largest lines: 34.7 % of the equity sleeve

Sector breakdown

  • Technology 26.8 %
  • Health care 13.6 %
  • Financials 12.7 %
  • Communication 9.9 %
  • Industrials 6.9 %
  • Consumer staples 6.4 %
  • Consumer discretionary 5.6 %
  • Energy 3.6 %
  • Materials 3.4 %
  • Utilities 2.6 %
  • Real estate 1.9 %
  • Unattributed 6.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • BM 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US158732.9M $99.68 %
2BM12.4M $0.32 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 126,08539.3M $5.33 %
2Apple Inc 128,37733.9M $4.60 %
3NVIDIA Corp 190,26733.7M $4.58 %
4Microsoft Corp 69,65027.4M $3.71 %
5Broadcom Inc 82,99626.5M $3.60 %
6Berkshire Hathaway Inc 50,18625.3M $3.44 %
7Eli Lilly & Co 18,23019.2M $2.60 %
8Johnson & Johnson 77,08619.2M $2.60 %
9Micron Technology Inc 42,03217.3M $2.35 %
10Exxon Mobil Corp 86,29313.2M $1.79 %
11Bank of America Corp 261,26013M $1.77 %
12Meta Platforms Inc 18,31611.9M $1.61 %
13Chevron Corp 59,57411.1M $1.51 %
14Merck & Co Inc 87,04510.8M $1.46 %
15Lam Research Corp 45,82810.7M $1.45 %
16AbbVie Inc 45,58010.6M $1.44 %
17Costco Wholesale Corp 9,0789.2M $1.25 %
18Procter & Gamble Co/The 47,7208M $1.08 %
19Netflix Inc 81,9287.9M $1.07 %
20Gilead Sciences Inc 50,0577.5M $1.01 %
21Mastercard Inc 13,6107M $0.96 %
22TJX Cos Inc/The 43,4277M $0.95 %
23Coca-Cola Co/The 85,9497M $0.95 %
24AT&T Inc 246,1536.9M $0.94 %
25Palantir Technologies Inc 47,6536.5M $0.89 %
26Newmont Corp 48,6866.3M $0.86 %
27Philip Morris International Inc. 32,0006M $0.81 %
28Amphenol Corp 40,1445.9M $0.80 %
29American Express Co 17,9155.5M $0.75 %
30Goldman Sachs Group Inc/The 6,4225.5M $0.75 %
31Chubb Ltd 16,0465.5M $0.74 %
32HCA Healthcare Inc 9,6295.1M $0.69 %
33McKesson Corp 5,0385M $0.68 %
34Intuitive Surgical Inc 9,4014.7M $0.64 %
35Arista Networks Inc 34,9984.7M $0.63 %
36Cisco Systems, Inc. 57,3544.6M $0.62 %
37General Dynamics Corp 12,7054.5M $0.62 %
38Home Depot Inc/The 11,8484.5M $0.61 %
39ConocoPhillips 39,3654.5M $0.61 %
40Comcast Corp 139,7554.3M $0.59 %
41Northrop Grumman Corp 5,7614.2M $0.57 %
42Monster Beverage Corp 47,8874.1M $0.55 %
43Altria Group, Inc. 56,2463.9M $0.53 %
44CVS Health Corp 47,8533.8M $0.52 %
45General Motors Co 46,3843.7M $0.50 %
46Prologis Inc 25,1023.6M $0.49 %
47Cummins Inc 6,1243.6M $0.49 %
48McDonald's Corp. 10,1753.5M $0.47 %
49PepsiCo Inc 20,1643.4M $0.46 %
50S&P Global Inc 7,6773.4M $0.46 %
51Travelers Cos Inc/The 10,8273.3M $0.45 %
52Parker-Hannifin Corp 3,2993.3M $0.45 %
53Honeywell International Inc 13,3933.3M $0.44 %
54AMETEK Inc 13,5743.2M $0.44 %
55Waste Management Inc 13,4513.2M $0.44 %
56TE Connectivity PLC 14,0523.2M $0.44 %
57Western Digital Corp 11,0873.1M $0.42 %
58O'Reilly Automotive Inc 32,2413M $0.41 %
59RTX Corp 14,7813M $0.41 %
60FedEx Corp 7,6653M $0.40 %
61Simon Property Group Inc 14,3002.9M $0.40 %
62Booking Holdings Inc 6632.8M $0.38 %
63Cardinal Health, Inc. 12,0032.8M $0.37 %
64Allstate Corp/The 12,6912.7M $0.37 %
65Salesforce Inc 13,9452.7M $0.37 %
66Elevance Health Inc 8,3602.7M $0.36 %
67L3Harris Technologies Inc 7,3212.7M $0.36 %
68Hartford Insurance Group Inc/The 18,7642.6M $0.36 %
69US Bancorp 48,1342.6M $0.36 %
70Consolidated Edison Inc 23,0892.6M $0.35 %
71QUALCOMM Inc 18,2232.6M $0.35 %
72Trane Technologies PLC 5,5512.6M $0.35 %
73CME Group Inc 7,9912.6M $0.35 %
74Freeport-McMoRan Inc 37,4532.5M $0.35 %
75Yum! Brands Inc 14,9662.5M $0.34 %
76Equinix Inc 2,5772.5M $0.34 %
77Corteva Inc 30,4452.4M $0.33 %
78American Electric Power Co Inc 18,2042.4M $0.33 %
79Adobe Inc 9,1302.4M $0.33 %
80Boston Scientific Corp 31,1692.4M $0.33 %
81Arch Capital Group Ltd 23,7862.4M $0.32 %
82JB Hunt Transport Services Inc 10,1782.4M $0.32 %
83PulteGroup Inc 17,2982.4M $0.32 %
84Devon Energy Corp 54,4352.4M $0.32 %
85EQT Corp 38,2632.4M $0.32 %
86Cboe Global Markets Inc 7,7942.3M $0.32 %
87Republic Services Inc 10,1792.3M $0.32 %
88Ralph Lauren Corp 6,3952.3M $0.31 %
89Ulta Beauty Inc 3,3852.3M $0.31 %
90Uber Technologies Inc 30,5472.3M $0.31 %
91Coterra Energy Inc 74,6722.3M $0.31 %
92Biogen Inc 11,8012.3M $0.31 %
93Interactive Brokers Group Inc 31,6892.3M $0.31 %
94Eversource Energy 28,7942.2M $0.30 %
95Linde PLC 4,2762.2M $0.29 %
96Texas Instruments Inc 10,1492.2M $0.29 %
97NVR Inc 2862.2M $0.29 %
98Charles Schwab Corp/The 22,4132.1M $0.29 %
99Las Vegas Sands Corp 37,0612.1M $0.29 %
100Darden Restaurants Inc 9,8172.1M $0.28 %