Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. reported 134 holdings worth US$219M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Horizon Family Wealth, Inc. reported 134 holdings worth US$219M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 134
- Value as reported
- US$219M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 10,133 | US$5.07M | 2.3% |
| Alphabet Inc (google) Class C | 6,636 | US$2.37M | 1.1% |
| Apple Inc | 7,069 | US$2.05M | 0.93% |
| Nvidia Corporation | 9,597 | US$1.92M | 0.88% |
| Walt Disney Company (the) | 17,143 | US$1.65M | 0.75% |
| Lam Research Corporation | 3,392 | US$1.47M | 0.67% |
| Jp Morgan Chase & Co. | 4,024 | US$1.32M | 0.60% |
| American Express Company | 3,685 | US$1.25M | 0.57% |
| Amazon.com, Inc. | 5,179 | US$1.23M | 0.56% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,475 | US$1.18M | 0.54% |
| Goldman Sachs Group, Inc. (the) | 1,092 | US$1.1M | 0.50% |
| Microsoft Corp. | 2,927 | US$1.09M | 0.50% |
| Broadcom Inc. | 2,789 | US$1.05M | 0.48% |
| Vertiv Holdings, Llc | 2,821 | US$945K | 0.43% |
| Cboe Global Markets, Inc. | 3,635 | US$882K | 0.40% |
| Palo Alto Networks, Inc. | 2,183 | US$744K | 0.34% |
| Coca-cola Company (the) | 8,605 | US$699K | 0.32% |
| Union Pacific Corporation | 2,548 | US$693K | 0.32% |
| Uber Technologies, Inc. | 9,127 | US$659K | 0.30% |
| Asml Holding Nv | 318 | US$633K | 0.29% |
| Carpenter Technology Corporation | 998 | US$615K | 0.28% |
| Ingredion Incorporated | 6,310 | US$598K | 0.27% |
| American Electric Power Company, Inc. | 4,064 | US$556K | 0.25% |
| Chart Industries, Inc. | 2,501 | US$523K | 0.24% |
| Crown Holdings, Inc. | 4,577 | US$512K | 0.23% |
| Marvell Technology, Inc. | 1,704 | US$508K | 0.23% |
| Walmart Inc. | 4,210 | US$477K | 0.22% |
| T-mobile Us, Inc. | 2,552 | US$428K | 0.20% |
| Deere & Company | 642 | US$407K | 0.19% |
| Hca Healthcare, Inc. | 1,030 | US$402K | 0.18% |
| Constellation Energy Corporation | 1,492 | US$371K | 0.17% |
| Boston Scientific Corporation | 7,985 | US$341K | 0.16% |
| Meta Platforms, Inc. | 506 | US$285K | 0.13% |
| Applied Materials, Inc. | 385 | US$278K | 0.13% |
| Intuit Inc. | 952 | US$248K | 0.11% |
| Procter & Gamble Company (the) | 1,442 | US$212K | 0.10% |
| Eog Resources, Inc. | 1,566 | US$203K | 0.09% |
| General Dynamics Corporation | 573 | US$203K | 0.09% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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