Titelia

Holdings of Horizon Multi-Factor Small/Mid Cap Fund

Horizon Funds · 301 declared positions · as of Feb 28, 2026

Original filing · Net assets 682.7M $ · Ten largest lines: 17.3 % of the equity sleeve

Sector breakdown

  • Technology 4.0 %
  • Energy 3.5 %
  • Industrials 3.4 %
  • Health care 3.1 %
  • Materials 1.3 %
  • Financials 0.5 %
  • Unattributed 84.2 %

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 93.4 %
  • GB 2.4 %
  • BM 1.8 %
  • SG 0.8 %
  • JE 0.7 %
  • PR 0.4 %
  • IE 0.3 %
  • KY 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US290634.6M $93.37 %
2GB116.2M $2.39 %
3BM312.5M $1.85 %
4SG15.7M $0.84 %
5JE14.9M $0.72 %
6PR33M $0.43 %
7IE12M $0.29 %
8KY1749.5K $0.11 %

Positions

RankCompanySharesValueWeight
1Ciena Corp 57,51220.1M $2.94 %
2TechnipFMC PLC 244,69616.2M $2.38 %
3United Therapeutics Corp 27,61713.9M $2.04 %
4Curtiss-Wright Corp 18,81813.2M $1.93 %
5Coca-Cola Consolidated Inc 49,93910.1M $1.48 %
6Jones Lang LaSalle Inc 30,0389.5M $1.39 %
7ATI Inc 55,3759.1M $1.33 %
8Alcoa Corp 141,1508.8M $1.28 %
9Mueller Industries Inc 73,0678.6M $1.26 %
10Annaly Capital Management Inc 356,8718.3M $1.21 %
11Toll Brothers Inc 51,3048.1M $1.18 %
12New York Times Co/The 97,7887.8M $1.14 %
13Permian Resources Corp 425,2347.8M $1.14 %
14RenaissanceRe Holdings Ltd 24,8347.5M $1.10 %
15Neurocrine Biosciences Inc 55,6807.4M $1.08 %
16Lincoln Electric Holdings Inc 25,2577.3M $1.06 %
17Antero Resources Corp 194,8637.2M $1.05 %
18Dycom Industries Inc 17,0617.2M $1.05 %
19Tenet Healthcare Corp 29,7857.1M $1.04 %
20Stifel Financial Corp 95,7687.1M $1.04 %
21RBC Bearings Inc 12,0426.9M $1.02 %
22Five Below Inc 29,4436.6M $0.96 %
23Globus Medical Inc 66,1436.3M $0.92 %
24Flowserve Corp 70,1616.2M $0.91 %
25BioMarin Pharmaceutical Inc 100,0186.2M $0.90 %
26Omega Healthcare Investors Inc 123,0175.9M $0.87 %
27CACI International Inc 9,6105.9M $0.86 %
28Exelixis Inc 132,8435.9M $0.86 %
29Flex Ltd 90,9895.7M $0.84 %
30Acuity Inc 18,7145.6M $0.83 %
31Somnigroup International Inc 62,7225.6M $0.82 %
32Webster Financial Corp 76,0745.5M $0.80 %
33FirstCash Holdings Inc 27,5695.3M $0.78 %
34Affiliated Managers Group Inc 17,1095.2M $0.77 %
35BorgWarner Inc 90,1925.2M $0.76 %
36Penumbra Inc 14,6545M $0.74 %
37Antero Midstream Corp 223,5905M $0.74 %
38Janus Henderson Group PLC 94,5444.9M $0.72 %
39National Fuel Gas Co 53,6634.9M $0.72 %
40Wintrust Financial Corp 33,4384.8M $0.71 %
41Watts Water Technologies Inc 14,4894.8M $0.70 %
42Crane Co 23,1104.6M $0.68 %
43ITT Inc 21,6074.4M $0.64 %
44Maplebear Inc 116,0804.4M $0.64 %
45Donaldson Co Inc 46,7514.3M $0.64 %
46Zions Bancorp NA 75,5994.3M $0.63 %
47First Industrial Realty Trust Inc 68,4684.3M $0.63 %
48Applied Industrial Technologies Inc 15,1064.3M $0.63 %
49HF Sinclair Corp 84,4424.2M $0.62 %
50Crown Holdings Inc 35,5324.1M $0.60 %
51Taylor Morrison Home Corp 61,0504M $0.59 %
52Hanover Insurance Group Inc/The 22,2424M $0.59 %
53EnerSys 24,0054M $0.58 %
54Gap Inc/The 140,8884M $0.58 %
55Valmont Industries Inc 8,5403.9M $0.58 %
56Medpace Holdings Inc 8,6443.9M $0.57 %
57Encompass Health Corp 36,1403.9M $0.57 %
58MGIC Investment Corp 143,9463.8M $0.56 %
59Essent Group Ltd 62,4313.8M $0.56 %
60Cirrus Logic Inc 26,5763.8M $0.55 %
61NewMarket Corp 5,8203.6M $0.53 %
62Armstrong World Industries Inc 20,8473.6M $0.53 %
63DT Midstream Inc 24,8813.5M $0.51 %
64Nextpower Inc 32,1783.4M $0.50 %
65Urban Outfitters Inc 49,8463.3M $0.48 %
66ESCO Technologies Inc 11,7733.3M $0.48 %
67Boyd Gaming Corp 38,0093.2M $0.46 %
68Reliance Inc 9,8183.1M $0.45 %
69Macy's Inc 154,4893.1M $0.45 %
70AutoNation Inc 15,4893M $0.44 %
71Selective Insurance Group Inc 34,9702.9M $0.43 %
72Enact Holdings Inc 70,1292.9M $0.43 %
73PTC Therapeutics Inc 42,7892.9M $0.43 %
74Portland General Electric Co 53,7492.9M $0.42 %
75StoneX Group Inc 22,6392.9M $0.42 %
76Graham Holdings Co 2,7082.9M $0.42 %
77Texas Roadhouse Inc 14,9172.7M $0.40 %
78Ameris Bancorp 35,1012.7M $0.40 %
79Jackson Financial Inc 24,8172.7M $0.40 %
80Genpact Ltd 65,6032.6M $0.38 %
81Brady Corp 27,8752.6M $0.38 %
82Black Hills Corp 34,4152.5M $0.37 %
83California Resources Corp 40,7402.4M $0.35 %
84Balchem Corp 12,9602.4M $0.34 %
85Pilgrim's Pride Corp 52,8962.3M $0.33 %
86Rush Enterprises Inc 31,7862.3M $0.33 %
87Maximus Inc 29,4562.2M $0.33 %
88FNB Corp/PA 127,5482.2M $0.32 %
89EastGroup Properties Inc 10,7962.1M $0.31 %
90Timken Co/The 19,3602.1M $0.31 %
91Mueller Water Products Inc 69,3962.1M $0.30 %
92Cal-Maine Foods Inc 23,7982.1M $0.30 %
93American Homes 4 Rent 68,9912.1M $0.30 %
94Mercury General Corp 22,6952.1M $0.30 %
95St Joe Co/The 27,8992M $0.29 %
96BankUnited Inc 42,1202M $0.29 %
97Jazz Pharmaceuticals PLC 10,2852M $0.29 %
98M/I Homes Inc 13,7412M $0.29 %
99Arcosa Inc 18,0101.9M $0.28 %
100Tetra Tech Inc 53,6171.9M $0.28 %