Fund Holdings — Bank of New York Mellon Corp

Total Portfolio Value
$557.31B
Total Bought
$28.13B
Total Sold
$52.72B
Net Transaction
-$24.59B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)98,199,12397,482,002-717,12120,147,51424,821,8424.45%+4,674,328
NVIDIA CORP(NVDA)156,933,448156,460,090-473,35824,793,91629,192,3245.24%+4,398,408
ALPHABET INC-CL A(GOOG)41,801,70041,035,510-766,1907,366,7149,975,7321.79%+2,609,019
INTUITIVE SURGICAL INC10,8984,181,576+4,170,6782391,845,1510.33%+1,844,912
TESLA INC(TSLA)15,555,59115,257,573-298,0184,941,3896,785,3481.22%+1,843,959
ALPHABET INC-CL C(GOOG)31,159,21130,197,584-961,6275,527,3337,354,6211.32%+1,827,289
BROADCOM INC(AVGO)29,152,41729,096,173-56,2448,035,8649,599,1181.72%+1,563,255
JOHNSON & JOHNSON(JNJ)23,802,50324,637,649+835,1463,635,8324,568,3130.82%+932,481
AMAZON.COM INC(AMZN)65,589,03369,705,759+4,116,72614,389,57815,305,2932.75%+915,716
CHEVRON CORP(CVX)15,347,22819,627,146+4,279,9182,197,5703,047,9000.55%+850,330
CITIGROUP INC(C)23,914,89628,125,995+4,211,0992,035,6362,854,7880.51%+819,153
THERMO FISHER SCIENTIFIC INC(TMO)2,308,8903,571,857+1,262,967936,1631,732,4220.31%+796,259
ORACLE CORP(ORCL)11,839,76411,938,457+98,6932,588,5283,357,5720.60%+769,044
MICROSOFT CORP(MSFT)56,158,46455,385,530-772,93427,933,78228,686,9355.15%+753,153
APPLOVIN CORP-CLASS A(APP)989,1531,493,494+504,341346,2821,073,1350.19%+726,852
ISHARES CORE S&P 500 ETF13,350,28713,440,510+90,2238,289,1938,995,7331.61%+706,540
PALANTIR TECHNOLOGIES INC-A(PLTR)12,488,53212,776,027+287,4951,702,4372,330,6030.42%+628,166
CATERPILLAR INC(CAT)2,944,9073,553,930+609,0231,143,2421,695,7570.30%+552,515
IDEXX LABORATORIES INC(IDXX)1,451,3902,056,680+605,290778,4391,313,9920.24%+535,553
ABBVIE INC(ABBV)12,506,49712,301,919-204,5782,321,4562,848,3860.51%+526,930
FERRARI NV
COM
1,631,5282,670,762+1,039,234800,6561,295,9070.23%+495,251
COMERICA INC1,287,8117,291,514+6,003,70376,818499,6150.09%+422,797
INTEL CORP(INTC)28,396,66030,424,782+2,028,122636,0851,020,7510.18%+384,666
LAM RESEARCH CORP(LRCX)10,606,65910,408,045-198,6141,032,4521,393,6370.25%+361,185
HORIZON MANAGED RISK ETF
MANAGED RISK ETF
012,219,778+12,219,7780335,6770.06%+335,677
CRH PLC
ORD
9,185,2009,788,282+603,082843,2011,173,6150.21%+330,414
MICRON TECHNOLOGY INC(MU)9,360,2698,804,230-556,0391,153,6531,473,1240.26%+319,471
ROBINHOOD MARKETS INC - A(HOOD)2,577,0023,853,317+1,276,315241,285551,7180.10%+310,433
META PLATFORMS INC-CLASS A(META)13,138,06513,619,341+481,2769,697,07410,001,7721.79%+304,698
CUMMINS INC(CMI)962,2291,450,659+488,430315,130612,7150.11%+297,585
HUMANA INC(HUM)657,0001,717,767+1,060,767160,624446,9110.08%+286,288
ASSURANT INC(AIZ)4,051,1145,010,373+959,259800,0541,085,2470.19%+285,192
ISHARES CORE MSCI EMERGING
CORE MSCI EMKT
9,012,60512,289,842+3,277,237541,027810,1460.15%+269,120
OMNICOM GROUP(OMC)3,831,9166,652,469+2,820,553275,668542,3760.10%+266,708
NEWMONT CORP(NEM)11,326,70010,897,467-429,233659,894918,7650.16%+258,872
PACKAGING CORP OF AMERICA(PKG)847,4651,863,359+1,015,894159,705406,0820.07%+246,377
ARISTA NETWORKS INC(ANET)5,621,7965,615,626-6,170575,166818,2530.15%+243,087
TE CONNECTIVITY PLC(TEL)4,136,4474,259,441+122,994697,694935,0750.17%+237,381
APPLIED MATERIALS INC7,951,6918,264,566+312,8751,455,7161,692,0870.30%+236,371
GENERAL ELECTRIC(GE)6,127,9166,028,265-99,6511,577,2641,813,4230.33%+236,158
HOME DEPOT INC(HD)7,785,2917,612,641-172,6502,854,3993,084,5660.55%+230,167
LOWE'S COS INC(LOW)3,831,7644,294,776+463,012850,1531,079,3200.19%+229,167
NORTHROP GRUMMAN CORP(NOC)829,7951,051,226+221,431414,881640,5340.11%+225,653
JPMORGAN CHASE & CO(JPM)23,420,98522,229,899-1,191,0866,789,9787,011,9771.26%+221,999
UNITEDHEALTH GROUP INC(UNH)7,878,4987,749,822-128,6762,457,8552,676,0140.48%+218,159
ADVANCED MICRO DEVICES(AMD)9,875,58210,006,634+131,0521,401,3451,618,9730.29%+217,628
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
32,560,68733,603,089+1,042,4022,718,1662,933,8860.53%+215,720
ESTEE LAUDER COMPANIES-CL A(EL)4,175,3946,112,501+1,937,107337,372538,6340.10%+201,262
MEDTRONIC PLC(MDT)21,275,85021,468,260+192,4101,854,6162,044,6370.37%+190,021
HORIZON CORE BOND ETF
CORE BOND ETF
07,077,241+7,077,2410181,3540.03%+181,354
L3HARRIS TECHNOLOGIES INC(LHX)4,117,0303,965,728-151,3021,032,7161,211,1730.22%+178,457
AMPHENOL CORP-CL A28,278,66124,000,408-4,278,2532,792,5182,970,0500.53%+177,533
KLA CORP(KLAC)984,379977,608-6,771881,7471,054,4470.19%+172,700
BANK OF AMERICA CORP55,980,40154,689,538-1,290,8632,648,9932,821,4330.51%+172,441
EXXON MOBIL CORP46,598,31346,073,991-524,3225,023,2985,194,8430.93%+171,544
CARLISLE COS INC(CSL)490,3291,049,039+558,710183,089345,0920.06%+162,003
RTX CORP(RTX)8,131,1538,043,122-88,0311,187,3111,345,8560.24%+158,545
CORNING INC(GLW)6,109,4655,807,173-302,292321,297476,3620.09%+155,066
EMERSON ELECTRIC CO(EMR)4,072,1235,260,097+1,187,974542,936690,0200.12%+147,083
MORGAN STANLEY(MS)8,733,8188,658,918-74,9001,230,2461,376,4220.25%+146,176
WALMART INC(WMT)29,537,74529,311,383-226,3622,888,2013,020,8310.54%+132,631
DELTA AIR LINES INC(DAL)6,214,8537,661,911+1,447,058305,646434,8130.08%+129,167
MOSAIC CO/THE(MOS)3,806,6637,701,610+3,894,947138,867267,0920.05%+128,225
O'REILLY AUTOMOTIVE INC(ORLY)17,651,10415,917,663-1,733,4411,590,8941,716,0830.31%+125,189
HORIZON DIVIDEND INCOME ETF
DIVIDEND INCOME
04,711,020+4,711,0200123,4160.02%+123,416
WARNER BROS DISCOVERY INC(WBD)12,685,28113,307,032+621,751145,373259,8860.05%+114,513
COLUMBIA BANKING SYSTEM INC(COLB)2,861,2537,019,088+4,157,83566,896180,6710.03%+113,775
BERKSHIRE HATHAWAY INC-CL B11,286,19311,117,949-168,2445,482,4945,589,4381.00%+106,944
BLACKROCK INC(BLK)1,044,5141,030,344-14,1701,095,9561,201,2460.22%+105,290
SPDR S&P 500 ETF TRUST(SPY)2,794,9012,750,137-44,7641,726,8291,832,0860.33%+105,257
WESTERN DIGITAL CORP(WDC)2,037,1661,955,696-81,470130,358234,8010.04%+104,443
SOUTHSTATE BANK CORP01,054,721+1,054,7210104,2800.02%+104,280
EDWARDS LIFESCIENCES CORP17,586,86219,010,227+1,423,3651,375,4681,478,4250.27%+102,957
ALTRIA GROUP INC(MO)12,614,98212,747,828+132,846739,616842,1220.15%+102,505
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
1,019,1921,045,828+26,636147,100246,8780.04%+99,778
WELLTOWER INC(WELL)4,015,9594,012,933-3,026617,373714,8640.13%+97,491
VALERO ENERGY CORP(VLO)2,906,2122,848,488-57,724390,653484,9840.09%+94,331
VOYA FINANCIAL INC(VOYA)5,539,0096,516,879+977,870393,270487,4630.09%+94,193
TJX COMPANIES INC(TJX)17,444,28715,545,226-1,899,0612,154,1952,246,9070.40%+92,712
BLOOM ENERGY CORP- A1,140,4781,394,472+253,99427,280117,9300.02%+90,650
TALEN ENERGY CORP(TLN)239,380376,562+137,18269,604160,1820.03%+90,577
MERCK & CO. INC.(MRK)21,997,43021,794,354-203,0761,741,3171,829,2000.33%+87,884
FORTUNE BRANDS INNOVATIONS I(FBIN)1,086,3742,691,827+1,605,45355,927143,7170.03%+87,790
ISHARES S&P 100 ETF273,677506,582+232,90583,294168,6110.03%+85,317
ALIBABA GROUP HOLDING-SP ADR(BABA)377,036714,794+337,75842,760127,7550.02%+84,995
SHOPIFY INC - CLASS A(SHOP)3,769,0753,476,805-292,270434,763516,6880.09%+81,925
UBER TECHNOLOGIES INC(UBER)12,012,92212,244,418+231,4961,120,8061,199,5860.22%+78,780
BLACKSTONE INC(BX)4,053,8024,006,688-47,114606,368684,5430.12%+78,175
ELANCO ANIMAL HEALTH INC(ELAN)1,771,2545,131,116+3,359,86225,294103,3410.02%+78,047
SEMPRA(SRE)5,098,9605,159,207+60,247386,348464,2250.08%+77,877
ISHARES CORE S&P SMALL-CAP E12,427,54812,073,994-353,5541,358,2071,434,7530.26%+76,546
HORIZON NASDAQ-100 DR ETF
NASDAQ-100 DEF
02,853,803+2,853,803076,3960.01%+76,396
COMFORT SYSTEMS USA INC(FIX)276,124271,377-4,747148,060223,9350.04%+75,874
UNITED RENTALS INC(URI)373,870372,351-1,519281,674355,4690.06%+73,795
AON PLC-CLASS A(AON)3,507,6563,715,346+207,6901,251,3911,324,8180.24%+73,427
PEPSICO INC(PEP)13,303,91313,030,818-273,0951,756,6491,830,0480.33%+73,400
NEXTERA ENERGY INC(NEE)13,494,84213,376,575-118,267936,8121,009,7980.18%+72,986
TAPESTRY INC(TPR)2,115,3082,274,823+159,515185,745257,5550.05%+71,810
INVES RAFI EMER MRKT-USD INC10,8981,662,152+1,651,25423971,9880.01%+71,749
NUTANIX INC - A(NTNX)1,109,3582,092,593+983,23584,799155,6680.03%+70,869
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Bank of New York Mellon Corp — 13F Holdings — Q3 2025 | TickerTrail