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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
JPMJpmorgan Chase Co. Com
Recent Activity
Decreased -3.17%
0.12%
$4.442M
21,194 shares@ $209.59 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Decreased -0.62%
0.12%
$4.406M
8,968 shares@ $491.27 avg price
WFCWells Fargo Co New Com
Recent Activity
Decreased -7.37%
0.12%
$4.384M
78,053 shares@ $56.17 avg price
TMUST-mobile Us Inc Com
Recent Activity
Decreased -2.64%
0.12%
$4.344M
21,052 shares@ $206.37 avg price
XLESelect Sector Spdr Tr Energy
Recent Activity
Decreased -90.34%
0.12%
$4.344M
49,476 shares@ $87.81 avg price
DGRWWisdomtree Tr Us Qtly Div Grt
Recent Activity
Decreased -1.93%
0.12%
$4.169M
50,156 shares@ $83.13 avg price
NOWServicenow Inc Com
Recent Activity
Decreased -0.71%
0.11%
$4.108M
4,593 shares@ $894.39 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -7.75%
0.11%
$3.884M
7,844 shares@ $495.12 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -0.37%
0.11%
$3.797M
85,863 shares@ $44.23 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -1.09%
0.1%
$3.659M
21,251 shares@ $172.2 avg price