HD

Horizon Defined Risk Fund | HNDRX

Mutual Fund
Horizon Funds
Last update 2025-06-17 506 Stocks (6 new)
Value $712.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(7.25%)NVDA(6.08%)MSFT(5.86%)AMZN(3.94%)META(2.89%)
Summary Stock Picks Current Portfolio
Horizon Defined Risk 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
AAPL
Apple Inc
213,459
51,622.9
+2.96%
7.250
+0.21%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
NVDA
NVIDIA Corp
346,367
43,268.2
+3.31%
6.080
+0.19%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
MSFT
Microsoft Corp
104,974
41,673.6
+3.58%
5.860
+0.20%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AMZN
Amazon.com Inc
132,132
28,049.0
+3.76%
3.940
+0.14%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
META
Meta Platforms Inc
30,779
20,566.5
+3.38%
2.890
+0.09%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
GOOGL
Alphabet Inc
82,498
14,047.8
+3.26%
1.970
+0.06%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
BRK.B
Berkshire Hathaway Inc
25,879
13,297.4
+3.58%
1.870
+0.06%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
AVGO
Broadcom Inc
65,943
13,151.0
+3.91%
1.850
+0.07%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
GOOG
Alphabet Inc
67,195
11,572.3
+2.60%
1.630
+0.04%
0.000
+24.98%
+1.11%
2,326,066.7
Interactive Media
TSLA
Tesla Inc
39,433
11,553.1
+4.24%
1.620
+0.07%
0.000
+39.56%
-17.76%
1,069,711.8
Vehicles & Parts

Horizon Defined Risk Fund's Historical Top Holdings Breakdowns

Horizon Defined Risk 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
ABBV
AbbVie Inc
2025-02-28
Add
Add
+0.72%
●
169.2 ($182.55) 209.03
$187.11
2.50%
Add 4941.01%
24,953
24,458
AAPL
Apple Inc
2025-02-28
Add
Add
+0.21%
●
222.64 ($240.93) 259.02
$214.40
-11.01%
Add 2.96%
213,459
6,142
MSFT
Microsoft Corp
2025-02-28
Add
Add
+0.20%
●
392.53 ($425.78) 454.46
$505.27
18.67%
Add 3.58%
104,974
3,632
NVDA
NVIDIA Corp
2025-02-28
Add
Add
+0.19%
●
116.66 ($134.61) 149.43
$167.03
24.08%
Add 3.31%
346,367
11,088
AMZN
Amazon.com Inc
2025-02-28
Add
Add
+0.14%
●
207.89 ($225.66) 242.06
$227.47
0.80%
Add 3.76%
132,132
4,792
APO
Apollo Asset Management, Inc.
2025-02-28
New Buy
New Buy
+0.13%
●
145.3 ($166.04) 178.61
$149.65
-9.87%
New holding
6,309
6,309
WDAY
Workday Inc
2025-02-28
New Buy
New Buy
+0.11%
●
246 ($262.1) 279.91
$239.11
-8.77%
New holding
3,005
3,005
META
Meta Platforms Inc
2025-02-28
Add
Add
+0.09%
●
574.32 ($643.79) 736.67
$704.81
9.48%
Add 3.38%
30,779
1,007
V
Visa Inc
2025-02-28
Add
Add
+0.08%
●
306.92 ($328.58) 362.71
$351.86
7.09%
Add 7.1%
24,397
1,618
TSLA
Tesla Inc
2025-02-28
Add
Add
+0.07%
●
281.95 ($388.59) 479.86
$332.11
-14.53%
Add 4.24%
39,433
1,604

Horizon Defined Risk Fund Total Holding History ($B)

To

Horizon Defined Risk Fund's Asset Allocation

To

Horizon Defined Risk Fund Past Portfolios

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

Top Ranked Articles

  • 1

Horizon Defined Risk Fund's Hypothetical Growth since 2025-02-28

Horizon Defined Risk Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Horizon Defined Risk Fund's Holdings Heat Map

Size field:

Horizon Defined Risk Fund's Holdings Bubble Chart

Horizon Defined Risk Fund News

  • 1

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