Titelia

Holdings of Horizon Active Asset Allocation Fund

Horizon Funds · 79 declared positions · as of Feb 28, 2026

Original filing · Net assets 731.4M $ · Ten largest lines: 78.1 % of the equity sleeve

Sector breakdown

  • Technology 6.9 %
  • Communication 2.1 %
  • Consumer discretionary 1.9 %
  • Industrials 1.0 %
  • Health care 0.6 %
  • Financials 0.4 %
  • Consumer staples 0.4 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Unattributed 86.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.3 %
  • DE 0.4 %
  • JP 0.2 %
  • TW 0.2 %
  • GB 0.2 %
  • NL 0.2 %
  • CA 0.1 %
  • KY 0.1 %
  • CH 0.1 %
  • FR 0.1 %
  • CN 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US63718.5M $98.33 %
DE32.7M $0.37 %
JP21.6M $0.21 %
TW11.4M $0.19 %
GB21.2M $0.17 %
NL21.1M $0.16 %
CA21M $0.14 %
KY11M $0.14 %
CH1788.4K $0.11 %
FR1733.8K $0.10 %
CN1618.3K $0.08 %

Positions

CompanySharesValue (USD)Weight
SPDR Series Trust 1,287,688133.4M $18.24 %
iShares Core MSCI International Developed Markets ETF 1,407,818127.6M $17.44 %
iShares Core MSCI Emerging Markets ETF 824,59763.3M $8.65 %
Avantis International Small Cap Value ETF 529,52058.3M $7.97 %
iShares Core Dividend Growth ETF 686,96550.8M $6.94 %
Invesco S&P 500 Equal Weight ETF 168,47634.5M $4.72 %
State Street SPDR Portfolio Emerging Markets ETF 579,20429.3M $4.00 %
Invesco KBW Bank ETF 341,49128M $3.82 %
J.P. MORGAN EXCHANGE-TRADED FUND TRUST 287,86222.8M $3.11 %
iShares MSCI Japan ETF 245,31822.7M $3.10 %
SELECT SECTOR SPDR TRUST (THE) 172,76520.4M $2.79 %
State Street SPDR S&P Regional Banking ETF 303,12620.2M $2.77 %
Goldman Sachs ETF Trust 156,94214.1M $1.93 %
NVIDIA Corp 69,73712.4M $1.69 %
Alphabet Inc 35,04910.9M $1.49 %
Microsoft Corp 25,85610.2M $1.39 %
Amazon.com Inc 43,6609.2M $1.25 %
Apple Inc 31,1598.2M $1.13 %
Tesla Inc 8,7023.5M $0.48 %
Broadcom Inc 9,8313.1M $0.43 %
Eli Lilly & Co 2,4432.6M $0.35 %
Walmart Inc 15,6762M $0.27 %
Meta Platforms Inc 3,0642M $0.27 %
Palantir Technologies Inc 11,8531.6M $0.22 %
Micron Technology Inc 3,9431.6M $0.22 %
JPMorgan Chase & Co 5,3381.6M $0.22 %
Taiwan Semiconductor Manufacturing Co Ltd 3,7021.4M $0.19 %
Oracle Corp 8,7541.3M $0.17 %
Costco Wholesale Corp 1,1431.2M $0.16 %
Siemens AG 7,8241.1M $0.16 %
Corning Inc 6,9801M $0.14 %
Southern Copper Corp 4,6581M $0.14 %
Tencent Holdings Ltd 15,2801M $0.14 %
Caterpillar Inc 1,323982.8K $0.13 %
GE Vernova Inc 1,079942.6K $0.13 %
Intuitive Surgical Inc 1,871942.1K $0.13 %
Siemens Energy AG 4,661908.2K $0.12 %
Applied Materials Inc 2,407896.1K $0.12 %
Alibaba Group Holding Ltd 5,958858.6K $0.12 %
Tokyo Electron Ltd 6,003848.6K $0.12 %
Lam Research Corp 3,592840.1K $0.11 %
ABB Ltd 8,497788.4K $0.11 %
Eaton Corp PLC 2,090785.7K $0.11 %
Intel Corp 16,954773.3K $0.11 %
ASML Holding NV 518751.4K $0.10 %
Constellation Energy Corp. 2,275750.5K $0.10 %
KLA Corp 487742.5K $0.10 %
Schneider Electric SE 11,253733.8K $0.10 %
Hitachi Ltd 21,240708.8K $0.10 %
ARM Holdings PLC 5,377685.3K $0.09 %
Deutsche Telekom AG 16,829677.9K $0.09 %
Exxon Mobil Corp 4,414673.1K $0.09 %
Arista Networks Inc 5,011669K $0.09 %
Johnson & Johnson 2,657660.1K $0.09 %
Advanced Micro Devices Inc 3,187638.1K $0.09 %
Netflix Inc 6,564631.7K $0.09 %
BYD Co Ltd 51,483618.3K $0.08 %
Uber Technologies Inc 8,093610.4K $0.08 %
AeroVironment Inc 2,334588.8K $0.08 %
Amphenol Corp 4,015586.4K $0.08 %
Marvell Technology Inc 7,137583K $0.08 %
Agnico Eagle Mines Ltd 2,252566.6K $0.08 %
Visa Inc 1,764564.7K $0.08 %
Cadence Design Systems Inc 1,855559.1K $0.08 %
Spotify Technology SA 1,060545.8K $0.07 %
Anglo American PLC 20,865521.6K $0.07 %
Berkshire Hathaway Inc 1,027518.6K $0.07 %
Williams Cos Inc/The 6,928517.7K $0.07 %
QUALCOMM Inc 3,504498.8K $0.07 %
Mastercard Inc 929480.5K $0.07 %
Shopify Inc 3,875467.8K $0.06 %
ServiceNow Inc 4,207454.4K $0.06 %
Salesforce Inc 2,190426.6K $0.06 %
Cognizant Technology Solutions Corp. 6,367410.2K $0.06 %
Nebius Group NV 4,320393.9K $0.05 %
Home Depot Inc/The 771293.5K $0.04 %
First Solar Inc 1,156228K $0.03 %
Bloom Energy Corp 1,173182.6K $0.03 %
Oklo Inc 1,645103.6K $0.01 %