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Matt Chambers

@Horizon Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$3.769BTotal holdings831
Assets growth rate4.2%Assets growth rate (2-Q avg)-0.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Horizon Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 831 positions.

Assets under management

The assets under management (AUM) of Horizon Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.769B in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of -0.44%. The portfolio is managed by Matt Chambers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc Com
Recent Activity
Decreased -1.07%
0.17%
$6.18M
22,578 shares@ $273.71 avg price
IBMInternational Business Machs C
Recent Activity
Decreased -0.53%
0.16%
$5.981M
27,265 shares@ $219.36 avg price
EMBIshares Tr Jpmorgan Usd Emg
Recent Activity
Decreased -7%
0.16%
$5.791M
62,427 shares@ $92.77 avg price
VOOVanguard Index Fds Sp 500 Etf
Recent Activity
Decreased -8.38%
0.16%
$5.704M
10,809 shares@ $527.67 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -1.97%
0.15%
$5.397M
36,650 shares@ $147.28 avg price
XLFSelect Sector Spdr Tr Financia
Recent Activity
Decreased -20.75%
0.14%
$5.202M
114,792 shares@ $45.32 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -4.14%
0.14%
$5.163M
42,610 shares@ $121.17 avg price
VUGVanguard Index Fds Growth Etf
Recent Activity
Decreased -36.85%
0.14%
$4.93M
12,840 shares@ $383.93 avg price
BACBank America Corp Com
Recent Activity
Decreased -7.78%
0.13%
$4.868M
122,669 shares@ $39.69 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -0.73%
0.13%
$4.685M
14,539 shares@ $322.21 avg price