AMI INVESTMENT MANAGEMENT INC HBNC — Horizon Bancorp Ind

Ownership history in AMI INVESTMENT MANAGEMENT INC  ·  15 quarters on record

AI Ownership Summary

AMI INVESTMENT MANAGEMENT INC reported Horizon Bancorp Ind (HBNC) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows HBNC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HBNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMI INVESTMENT MANAGEMENT INC's position in Horizon Bancorp Ind, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HBNC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HBNC stock page AMI INVESTMENT MANAGEMENT INC fund profile AMI INVESTMENT MANAGEMENT INC full holdings
How AMI INVESTMENT MANAGEMENT INC held HBNC — position size vs. price
% of Fund (quarterly)    HBNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,823 +500 +4.4% 0.05% $236K 2026-07-15 $19.86
2026 Q1 UNCHANGED — — — 11,323 — 0% 0.04% $188K 2026-04-15 $17.61
2025 Q4 ADDED — — — 11,323 +500 +4.6% 0.04% $192K 2026-01-14 $17.03
2025 Q3 UNCHANGED — — — 10,823 — 0% 0.04% $173K 2025-10-16 $14.72
2025 Q2 UNCHANGED — — — 10,823 — 0% 0.04% $166K 2025-07-23 $15.35
2025 Q1 REDUCED 9.3% +3.2% ❌ 10,823 -1,109 -9.3% 0.05% $163K 2025-04-11 $12.33
2024 Q4 ADDED — — — 11,932 +1,109 +10.2% 0.06% $192K 2025-01-16 $14.74
2024 Q3 UNCHANGED — — — 10,823 — 0% 0.06% $168K 2024-10-04 $13.84
2024 Q2 REDUCED 13.6% +27.3% ❌ 10,823 -1,704 -13.6% 0.05% $134K 2024-07-25 $15.05
2024 Q1 UNCHANGED — — — 12,527 — 0% 0.06% $161K 2024-04-18 $10.41
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HBNC

As of 2026 Q2 — sorted by position size

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.26% Y-Intercept (Hong Kong) Ltd 3Y 0.02% SAPIENT CAPITAL LLC 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% CARY STREET PARTNERS FINANCIAL LLC 0.01% CX Institutional 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About AMI INVESTMENT MANAGEMENT INC and HBNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMI INVESTMENT MANAGEMENT INC reported owning HBNC?

AMI INVESTMENT MANAGEMENT INC reported HBNC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported HBNC position in AMI INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for HBNC was 0.06% in 2024 Q4.

What is the latest reported HBNC position on this page?

The most recent filing on this page is 2026 Q2, when AMI INVESTMENT MANAGEMENT INC reported 11,823 shares, equal to 0.05% of portfolio, with an estimated market value of $236K.

What does the chart on this HBNC ownership page compare?

The chart compares AMI INVESTMENT MANAGEMENT INC's quarterly HBNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMI INVESTMENT MANAGEMENT INC time their HBNC position?

Based on 13F filing dates vs. subsequent HBNC price moves, AMI INVESTMENT MANAGEMENT INC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on HBNC relative to SPY over the holding period was +1.2%.

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