Titelia

Holdings of Horizon Defined Risk Fund

Horizon Funds ·504 declared positions · as of Feb 28, 2026

Original filing · Net assets 984.3M $ · Ten largest lines: 35.3 % of the equity sleeve

Sector breakdown

  • Technology 29.5 %
  • Financials 12.3 %
  • Health care 9.5 %
  • Communication 8.7 %
  • Industrials 8.6 %
  • Consumer discretionary 8.1 %
  • Consumer staples 5.0 %
  • Energy 2.8 %
  • Utilities 2.4 %
  • Materials 2.2 %
  • Real estate 1.5 %
  • Unattributed 9.5 %

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 99.6 %
  • IE 0.2 %
  • NL 0.1 %
  • BM 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US499969.9M $99.60 %
IE22.1M $0.21 %
NL21.2M $0.12 %
BM1619.9K $0.06 %

Positions

CompanySharesValueWeight
Adobe Inc 7,1671.9M $0.19 %
Boston Scientific Corp 24,3681.9M $0.19 %
Starbucks Corp 18,7771.8M $0.19 %
ServiceNow Inc 16,9381.8M $0.19 %
AppLovin Corp 4,1921.8M $0.19 %
Southern Co/The 18,1171.8M $0.18 %
Howmet Aerospace Inc 6,6821.8M $0.18 %
T-Mobile US Inc 7,9191.7M $0.17 %
Trane Technologies PLC 3,6871.7M $0.17 %
Constellation Energy Corp. 5,1531.7M $0.17 %
Duke Energy Corp 12,8251.7M $0.17 %
CVS Health Corp 20,8441.7M $0.17 %
Palo Alto Networks Inc 10,9371.6M $0.17 %
Freeport-McMoRan Inc 23,7591.6M $0.16 %
Northrop Grumman Corp 2,2311.6M $0.16 %
Western Digital Corp 5,7421.6M $0.16 %
Johnson Controls International plc 10,9071.6M $0.16 %
Intercontinental Exchange Inc 9,4921.6M $0.16 %
HCA Healthcare Inc 2,9381.6M $0.16 %
Equinix Inc 1,5921.6M $0.16 %
Marsh & McLennan Cos Inc 8,1141.5M $0.15 %
Crowdstrike Holdings Inc 4,0501.5M $0.15 %
Williams Cos Inc/The 20,1521.5M $0.15 %
General Dynamics Corp 4,1741.5M $0.15 %
3M Co 8,9661.5M $0.15 %
American Tower Corp 7,7181.5M $0.15 %
Waste Management Inc 6,0281.5M $0.15 %
Automatic Data Processing Inc 6,6961.4M $0.15 %
Seagate Technology Holdings PLC 3,4921.4M $0.14 %
FedEx Corp 3,6541.4M $0.14 %
Bank of New York Mellon Corp/The 11,8591.4M $0.14 %
US Bancorp 25,7911.4M $0.14 %
Emerson Electric Co. 9,3161.4M $0.14 %
United Parcel Service Inc 12,0851.4M $0.14 %
PNC Financial Services Group Inc/The 6,5361.4M $0.14 %
Sherwin-Williams Co/The 3,8131.4M $0.14 %
Sandisk Corp/DE 2,1681.4M $0.14 %
Blackstone Inc 12,0951.4M $0.14 %
Quanta Services Inc 2,4191.4M $0.14 %
Cadence Design Systems Inc 4,5171.4M $0.14 %
CSX Corp 31,8851.4M $0.14 %
Regeneron Pharmaceuticals, Inc. 1,7231.3M $0.14 %
O'Reilly Automotive Inc 14,1821.3M $0.14 %
Colgate-Palmolive Co 13,4141.3M $0.14 %
Motorola Solutions Inc 2,7401.3M $0.13 %
Cummins Inc 2,2571.3M $0.13 %
Mondelez International Inc 21,3881.3M $0.13 %
Cigna Group/The 4,5101.3M $0.13 %
General Motors Co 16,4511.3M $0.13 %
CRH PLC 10,7771.3M $0.13 %
Marriott International Inc/MD 3,7651.3M $0.13 %
Illinois Tool Works Inc 4,3991.3M $0.13 %
Ecolab Inc 4,1421.3M $0.13 %
Royal Caribbean Cruises Ltd 4,0701.3M $0.13 %
Synopsys Inc 3,0351.3M $0.13 %
Hilton Worldwide Holdings Inc 3,9581.2M $0.13 %
Elevance Health Inc 3,8161.2M $0.12 %
Moody's Corp 2,5481.2M $0.12 %
NIKE Inc 19,5291.2M $0.12 %
Aon PLC 3,5521.2M $0.12 %
SLB Ltd 23,1661.2M $0.12 %
TransDigm Group Inc 9121.2M $0.12 %
American Electric Power Co Inc 8,8071.2M $0.12 %
Norfolk Southern Corp 3,7221.2M $0.12 %
EOG Resources Inc 9,2901.2M $0.12 %
Travelers Cos Inc/The 3,7281.2M $0.12 %
Cintas Corp 5,6621.1M $0.12 %
TE Connectivity PLC 4,9241.1M $0.12 %
L3Harris Technologies Inc 3,0951.1M $0.11 %
Ross Stores Inc 5,4461.1M $0.11 %
PACCAR Inc 8,6621.1M $0.11 %
Truist Financial Corp 21,7491.1M $0.11 %
Valero Energy Corp 5,2231.1M $0.11 %
Baker Hughes Co 16,3611.1M $0.11 %
Kinder Morgan, Inc. 31,9731.1M $0.11 %
Cencora Inc 2,8391.1M $0.11 %
Phillips 66 6,8181.1M $0.11 %
Warner Bros Discovery Inc 36,9341M $0.11 %
Marathon Petroleum Corp 5,2151M $0.11 %
Simon Property Group Inc 5,0631M $0.10 %
Sempra 10,4701M $0.10 %
Air Products and Chemicals Inc 3,6561M $0.10 %
Monster Beverage Corp 11,572987.1K $0.10 %
DoorDash Inc 5,579984.5K $0.10 %
KKR & Co Inc 11,155978.1K $0.10 %
Vistra Corp 5,613976K $0.10 %
AutoZone Inc 259972.7K $0.10 %
Zoetis Inc 7,397969.7K $0.10 %
Realty Income Corp 14,464969.1K $0.10 %
Airbnb Inc 7,144965.2K $0.10 %
Arthur J Gallagher & Co 4,181954.1K $0.10 %
Robinhood Markets Inc 12,575953.8K $0.10 %
NXP Semiconductors NV 4,190951.2K $0.10 %
Allstate Corp/The 4,374938.3K $0.10 %
Digital Realty Trust Inc 5,220925K $0.09 %
Aflac Inc 8,176923.3K $0.09 %
AMETEK Inc 3,818913.3K $0.09 %
Cardinal Health, Inc. 3,984913.3K $0.09 %
Corteva Inc 11,329907.7K $0.09 %
Ford Motor Co 64,375907K $0.09 %