HORIZON BANCORP INC /IN/

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, HORIZON BANCORP INC /IN/ maintained a portfolio of 209 distinct positions. The most significant new addition to the portfolio was Invesco S&P 500 Equa, which now represents 1.04% of the total fund value. They heavily accumulated shares in Vanguard Bd Index Fd, increasing their position by 5.3%. The fund also reduced its exposure to Caterpillar Inc Del by 22.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
209
Quarter
2026 Q1
Top Holding
BND (22.1%)
Top 10 Concentration
72.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BND
Vanguard Bd Ind...
ETF 22.14% 21.39% #1
Prev: #1
8.0 31,614 5.3%
P
S
624,975 $46,023 2022 Q4 13F Filing 2026-03-31 2026-04-22
GVI
Ishares Interme...
ETF 15.31% 14.77% #2
Prev: #2
7.5 15,676 5.5%
P
S
298,301 $31,823 2022 Q4 13F Filing 2026-03-31 2026-04-22
VTV
ETF Vanguard Va...
ETF 4.89% 4.93% #3 1
Prev: #4
3.5 -1,217 -2.3%
P
S
51,807 $10,165 2023 Q2 13F Filing 2026-03-31 2026-04-22
EFA
Ishares Msci Ea...
ETF 4.59% 4.68% #4 2
Prev: #6
2.8 -1,919 -1.9%
P
S
98,147 $9,533 2002 Q4 13F Filing 2026-03-31 2026-04-22
VUG
Vanguard Index ...
ETF 4.53% 5.05% #5 2
Prev: #3
2.8 322 1.5%
P
S
21,578 $9,425 2023 Q2 13F Filing 2026-03-31 2026-04-22
HBNC
Horizon Bancorp...
Financial Services 4.47% 4.73% #6 1
Prev: #5
2.3 -12,044 -2.1%
P
S
560,415 $9,286 2001 Q1 13F Filing 2026-03-31 2026-04-22
TDTT
Flexshares IBOX...
ETF 4.27% 4.01% #7 2
Prev: #9
3.7 24,279 7.1%
P
S
366,585 $8,886 2024 Q1 13F Filing 2026-03-31 2026-04-22
SKOR
Flexshares Cred...
ETF 4.21% 4.04% #8
Prev: #8
3.7 10,859 6.4%
P
S
179,879 $8,746 2024 Q1 13F Filing 2026-03-31 2026-04-22
IEFA
Ishares Core Ms...
ETF 4.07% 4.15% #9 2
Prev: #7
2.1 -1,804 -1.9%
P
S
93,515 $8,466 2019 Q4 13F Filing 2026-03-31 2026-04-22
EEM
Ishares Msci Em...
ETF 3.56% 3.79% #10
Prev: #10
1.9 -12,015 -8.4%
P
S
130,397 $7,405 2010 Q3 13F Filing 2026-03-31 2026-04-22
IWM
Ishares Russell...
ETF 3.01% 3.32% #11
Prev: #11
1.7 -2,476 -8.9%
P
S
25,204 $6,251 2019 Q4 13F Filing 2026-03-31 2026-04-22
HYGV
Flexshares High...
ETF 2.49% 2.47% #12
Prev: #12
1.5 4,634 3.7%
P
S
129,425 $5,185 2023 Q4 13F Filing 2026-03-31 2026-04-22
GUNR
Flexshares Morn...
ETF 1.97% 1.33% #13 1
Prev: #14
3.3 14,527 24.4%
P
S
74,070 $4,086 2023 Q2 13F Filing 2026-03-31 2026-04-22
QDF
Flexshares Qual...
ETF 1.32% 1.38% #14 1
Prev: #13
1.0 -321 -0.9%
P
S
34,798 $2,752 2023 Q3 13F Filing 2026-03-31 2026-04-22
RSP
Invesco S&P 500...
ETF 1.04% #15
Prev: #—
3.9 11,280 no change
NEW
11,280 $2,165 2026 Q1 13F Filing 2026-03-31 2026-04-22
NVDA
Nvidia Corp
Technology 1.01% 1.13% #16
Prev: #16
0.9 -348 -2.8%
P
S
12,089 $2,108 2023 Q2 13F Filing 2026-03-31 2026-04-22
PFE
Pfizer Inc
Healthcare 0.93% 0.83% #17 1
Prev: #18
0.9 235 0.3%
P
S
69,075 $1,940 2001 Q1 13F Filing 2026-03-31 2026-04-22
AAPL
Apple Inc
Technology 0.71% 0.77% #18 1
Prev: #19
0.8 32 0.6%
P
S
5,830 $1,480 2009 Q3 13F Filing 2026-03-31 2026-04-22
MSFT
Microsoft Corp
Technology 0.68% 0.90% #19 2
Prev: #17
0.8 22 0.6%
P
S
3,843 $1,423 2001 Q1 13F Filing 2026-03-31 2026-04-22
AMZN
Amazon.Com Inc
Consumer Cyclical 0.55% 0.62% #20
Prev: #20
0.7 -27 -0.5%
P
S
5,500 $1,145 2019 Q4 13F Filing 2026-03-31 2026-04-22
VOE
Vanguard Mid-Ca...
ETF 0.51% 0.53% #21
Prev: #21
0.7 -490 -7.9%
P
S
5,697 $1,050 2019 Q4 13F Filing 2026-03-31 2026-04-22
VOT
Vanguard Mid-Ca...
ETF 0.47% 0.49% #22
Prev: #22
0.7 162 4.5%
P
S
3,795 $977 2019 Q4 13F Filing 2026-03-31 2026-04-22
GOOGL
Alphabet Inc Cl...
Communication Services 0.39% 0.43% #23 2
Prev: #25
0.7 -9 -0.3%
P
S
2,799 $805 2020 Q1 13F Filing 2026-03-31 2026-04-22
GOOG
Alphabet Inc Cl...
Communication Services 0.38% 0.42% #24 3
Prev: #27
1.2 no change no change
P
S
2,745 $787 2009 Q4 13F Filing 2026-03-31 2026-04-22
SPY
State Street SP...
ETF 0.38% 0.40% #25 3
Prev: #28
1.2 no change no change
P
S
1,204 $783 2009 Q4 13F Filing 2026-03-31 2026-04-22
NI
Nisource Inc
Utilities 0.36% 0.33% #26 5
Prev: #31
1.1 no change no change
P
S
16,197 $756 2001 Q1 13F Filing 2026-03-31 2026-04-22
JPM
JPMorgan
Financial Services 0.36% 0.42% #27 1
Prev: #26
0.6 -173 -6.4%
P
S
2,536 $746 2007 Q1 13F Filing 2026-03-31 2026-04-22
BRK/B
Berkshire Hatha...
Financial Services 0.34% 0.36% #28 1
Prev: #29
1.1 no change no change
P
S
1,462 $701 2010 Q1 13F Filing 2026-03-31 2026-04-22
META
Meta Platforms ...
Communication Services 0.33% 0.43% #29 5
Prev: #24
0.6 -144 -10.7%
P
S
1,196 $684 2019 Q4 13F Filing 2026-03-31 2026-04-22
AVGO
Broadcom Ltd
Technology 0.33% 0.17% #30 16
Prev: #46
3.1 1,164 112.8%
P
S
2,196 $680 2025 Q1 13F Filing 2026-03-31 2026-04-22
MA
Mastercard Inc
Financial Services 0.31% 0.35% #31 1
Prev: #30
0.6 22 1.8%
P
S
1,277 $638 2019 Q4 13F Filing 2026-03-31 2026-04-22
COST
Costco Wholesal...
Consumer Defensive 0.30% 0.25% #32 4
Prev: #36
0.6 13 2.1%
P
S
618 $616 2004 Q1 13F Filing 2026-03-31 2026-04-22
RTX
RTX CORPORATION
Industrials 0.29% 0.29% #33
Prev: #33
0.6 -86 -2.7%
P
S
3,116 $601 2022 Q4 13F Filing 2026-03-31 2026-04-22
ORCL
Oracle Corp
Technology 0.28% 0.46% #34 11
Prev: #23
0.6 -841 -17.5%
P
S
3,972 $584 2007 Q1 13F Filing 2026-03-31 2026-04-22
AAAU
Goldman Sachs P...
ETF 0.26% 0.25% #35 2
Prev: #37
0.6 -247 -2.1%
P
S
11,785 $544 2022 Q4 13F Filing 2026-03-31 2026-04-22
MAS
Masco Corporati...
Industrials 0.24% 0.26% #36 1
Prev: #35
0.6 -27 -0.3%
P
S
8,363 $505 2001 Q1 13F Filing 2026-03-31 2026-04-22
IGM
Ishares Expande...
ETF 0.24% 0.27% #37 3
Prev: #34
0.6 -119 -2.8%
P
S
4,189 $496 2005 Q1 13F Filing 2026-03-31 2026-04-22
AMD
Advanced Micro ...
Technology 0.22% 0.29% #38 6
Prev: #32
0.6 -475 -17.3%
P
S
2,272 $462 2019 Q4 13F Filing 2026-03-31 2026-04-22
XOM
Exxon Mobil Cor...
Energy 0.22% 0.17% #39 8
Prev: #47
0.6 -253 -8.6%
P
S
2,680 $455 2001 Q1 13F Filing 2026-03-31 2026-04-22
TJX
TJX Cos Inc
Consumer Cyclical 0.20% 0.20% #40 2
Prev: #38
0.6 48 1.8%
P
S
2,657 $424 2007 Q1 13F Filing 2026-03-31 2026-04-22
CTVA
Corteva Inc Com
Basic Materials 0.19% 0.16% #41 8
Prev: #49
0.6 -116 -2.4%
P
S
4,679 $392 2019 Q4 13F Filing 2026-03-31 2026-04-22
SCHW
Charles Schwab ...
Financial Services 0.18% 0.16% #42 9
Prev: #51
2.6 741 23.2%
P
S
3,938 $370 2001 Q2 13F Filing 2026-03-31 2026-04-22
ADI
Analog Devices
Technology 0.17% 0.19% #43 3
Prev: #40
0.1 -301 -21.1%
P
S
1,126 $358 2023 Q2 13F Filing 2026-03-31 2026-04-22
COR
CENCORA INC
Healthcare 0.16% 0.17% #44 1
Prev: #45
0.6 17 1.6%
P
S
1,077 $338 2007 Q1 13F Filing 2026-03-31 2026-04-22
CVX
Chevron Corp
Energy 0.15% 0.10% #46 22
Prev: #68
2.1 125 9.0%
P
S
1,519 $314 2002 Q3 13F Filing 2026-03-31 2026-04-22
CRM
Salesforce Com ...
Technology 0.15% 0.16% #45 5
Prev: #50
2.6 472 39.0%
P
S
1,681 $314 2023 Q2 13F Filing 2026-03-31 2026-04-22
BLD
Topbuild Corp/s...
Industrials 0.15% 0.18% #47 5
Prev: #42
0.6 -4 -0.4%
P
S
891 $313 2025 Q1 13F Filing 2026-03-31 2026-04-22
GSK
GSK PLC ADr
Healthcare 0.15% 0.09% #48 28
Prev: #76
2.6 1,600 40.6%
P
S
5,540 $306 2019 Q4 13F Filing 2026-03-31 2026-04-22
KO
Coca Cola CO
Consumer Defensive 0.15% 0.14% #49 8
Prev: #57
0.6 40 1.0%
P
S
4,015 $305 2001 Q1 13F Filing 2026-03-31 2026-04-22
CAT
Caterpillar Inc...
Industrials 0.15% 0.15% #50 2
Prev: #52
0.1 -122 -22.2%
P
S
428 $303 2006 Q4 13F Filing 2026-03-31 2026-04-22
Showing 1-50 of 209 holdings

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