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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
DISDisney Walt Co Com
Recent Activity
Decreased -2.4%
0.1%
$3.558M
36,990 shares@ $96.19 avg price
NEENextera Energy Inc Com
Recent Activity
Decreased -6.2%
0.1%
$3.52M
41,645 shares@ $84.54 avg price
WMBWilliams Cos Inc Com
Recent Activity
Decreased -1.69%
0.1%
$3.437M
75,295 shares@ $45.66 avg price
SPGISp Global Inc Com
Recent Activity
Decreased -0.53%
0.1%
$3.428M
6,636 shares@ $516.62 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -0.6%
0.09%
$3.365M
27,719 shares@ $121.41 avg price
BRK.BBerkshire Hathaway Inc Del Cl
Recent Activity
Decreased -4.13%
0.09%
$3.262M
7,087 shares@ $460.27 avg price
XLCSelect Sector Spdr Tr Communic
Recent Activity
Decreased -86.96%
0.09%
$3.251M
35,967 shares@ $90.41 avg price
MRKMerck Co Inc Com
Recent Activity
Decreased -5.02%
0.09%
$3.211M
28,272 shares@ $113.56 avg price
TSMTaiwan Semiconductor Mfg Ltd S
Recent Activity
Decreased -14.14%
0.09%
$3.055M
17,590 shares@ $173.67 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -15.06%
0.08%
$2.846M
25,078 shares@ $113.48 avg price