HD

Horizon Defensive Core Fund | HESGX

Mutual Fund
Horizon Defensive Core Fund
Last update 2025-06-17 294 Stocks (1 new)
Value $467.00 Mil Turnover 5 %
Countries:
Top Holdings: NVDA(11.49%)MSFT(10.54%)GOOGL(3.77%)GOOG(3.27%)TSLA(3.16%)
Summary Stock Picks Current Portfolio
Horizon Defensive Core Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
429,897
53,702.7
+4.43%
11.490
+0.49%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
124,067
49,253.4
+4.89%
10.540
+0.49%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GOOGL
Alphabet Inc
103,402
17,607.3
+4.96%
3.770
+0.18%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
GOOG
Alphabet Inc
88,729
15,280.9
+4.67%
3.270
+0.15%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
TSLA
Tesla Inc
50,384
14,761.5
+4.94%
3.160
+0.15%
0.000
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts
LLY
Eli Lilly and Co
14,211
13,083.1
+4.91%
2.800
+0.13%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
V
Visa Inc
29,352
10,646.3
+11.23%
2.280
+0.23%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
MA
Mastercard Inc
14,468
8,338.0
+3.97%
1.780
+0.07%
0.000
+6.97%
+5.42%
501,860.7
Credit Services
PG
Procter & Gamble Co
41,252
7,171.3
+4.49%
1.530
+0.07%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods
JNJ
Johnson & Johnson
42,167
6,958.4
+4.40%
1.490
+0.06%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers

Horizon Defensive Core Fund's Historical Top Holdings Breakdowns

Horizon Defensive Core Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-02-28
Add
Add
+0.49%
●
392.53 ($425.78) 454.46
$510.05
19.79%
Add 4.89%
124,067
5,785
NVDA
NVIDIA Corp
2025-02-28
Add
Add
+0.49%
●
116.66 ($134.61) 149.43
$172.41
28.08%
Add 4.43%
429,897
18,230
V
Visa Inc
2025-02-28
Add
Add
+0.23%
●
306.92 ($328.58) 362.71
$349.05
6.23%
Add 11.23%
29,352
2,964
AFL
Aflac Inc
2025-02-28
Add
Add
+0.21%
●
100.37 ($104.85) 114
$101.83
-2.88%
Add 3807.11%
9,338
9,099
GOOGL
Alphabet Inc
2025-02-28
Add
Add
+0.18%
●
168.5 ($188.53) 206.38
$185.06
-1.84%
Add 4.96%
103,402
4,888
GOOG
Alphabet Inc
2025-02-28
Add
Add
+0.15%
●
170.21 ($190.13) 207.71
$185.94
-2.20%
Add 4.67%
88,729
3,955
TSLA
Tesla Inc
2025-02-28
Add
Add
+0.15%
●
281.95 ($388.59) 479.86
$329.65
-15.17%
Add 4.94%
50,384
2,370
LLY
Eli Lilly and Co
2025-02-28
Add
Add
+0.13%
●
725.72 ($811.92) 920.63
$771.71
-4.95%
Add 4.91%
14,211
665
HD
The Home Depot Inc
2025-02-28
Add
Add
+0.07%
●
382.42 ($405.64) 431.37
$359.40
-11.40%
Add 5.04%
17,409
836
MA
Mastercard Inc
2025-02-28
Add
Add
+0.07%
●
504.67 ($539.66) 576.31
$552.66
2.41%
Add 3.97%
14,468
552

Horizon Defensive Core Fund Total Holding History ($B)

To

Horizon Defensive Core Fund's Asset Allocation

To

Horizon Defensive Core Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Horizon Defensive Core Fund's Hypothetical Growth since 2025-02-28

Horizon Defensive Core Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Horizon Defensive Core Fund's Holdings Heat Map

Size field:

Horizon Defensive Core Fund's Holdings Bubble Chart

Horizon Defensive Core Fund News

  • 1

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