Fund HoldingsHORIZON BANCORP INC /IN/

Total Portfolio Value
$205.4K
Total Bought
$1.7K
Total Sold
$7.3K
Net Transaction
-$5.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Horizon Bancorp Inc(HBNC)582,099572,459-9,6409104.73%0
Emerson Elec Co(EMR)02,032+2,032000.13%0
Medtronic PLC(MDT)02,117+2,117000.10%0
Yum Brands Inc(YUM)01,074+1,074000.08%0
Alphabet Inc Cl C(GOOG)2,9652,745-220110.42%0
Analog Devices(ADI)1,0501,427+377000.19%0
Intuit(INTU)215416+201000.13%0
Advanced Micro Devices(AMD)2,8412,747-94010.29%0
Kkr & Co Inc/sh(KKR)1,6982,527+829000.16%0
Boeing Co(BA)1,0471,448+401000.15%0
Freeport McMoran Inc(FCX)2,8563,963+1,107000.10%0
Ishares Tr Core US Aggbd ETF0601+601000.03%0
Caterpillar Inc Del(CAT)538550+12000.15%0
RTX CORPORATION(RTX)03,202+3,202010.29%+1
Goldman Sachs Physical Gold Unit(AAAU)12,01512,032+17010.25%0
Flexshares Morningstar Global Ups
MORNSTAR UPSTR
61,26959,543-1,726331.33%0
Lilly Eli & CO(LLY)0152+152000.08%0
Citigroup Inc New(C)2,5302,544+14000.14%0
International Business Machines(IBM)0162+162000.02%0
Biogen Inc(BIIB)1,027982-45000.08%0
Tapestry Inc(TPR)1,4511,504+53000.09%0
Cisco Systems Inc(CSCO)4,9784,721-257000.18%0
Bristol Myers Squibb Co(BMY)2,8462,702-144000.07%0
Johnson & Johnson(JNJ)986965-21000.10%0
Topbuild Corp/sh911895-16000.18%0
Salesforce Com Inc(CRM)1,2931,209-84000.16%0
Ishares Expanded Tech Sector ETF4,3084,3080110.27%0
Ishares Tr EAFE Value ETF2,5202,559+39000.09%0
Intel Corp(INTC)3,1943,1940000.06%0
Cummins Inc(CMI)0118+118000.03%0
Merck & CO Inc(MRK)0407+407000.02%0
Vanguard Health Care Index Fund
HEALTH CAR ETF
3193190000.04%0
Royal Gold Inc/sh(RGLD)029+29000.00%0
State Street Energy Select Sector SPDR ETF
ST STR ENERG ETF
1,5213,166+1,645000.07%0
Corteva Inc Com(CTVA)04,795+4,795000.16%0
Ishares Nasdaq Biotechnology1811810000.02%0
Dow Inc(DOW)0335+335000.00%0
Visa Inc Cl A(V)0400+400000.07%0
Vanguard Communication Services
COMM SRVC ETF
4284280000.04%0
Viatris Inc(VTRS)0864+864000.01%0
Wal-Mart Inc(WMT)0247+247000.01%0
Wells Fargo & CO(WFC)0255+255000.01%0
Vanguard Financials ETF
FINANCIALS ETF
0666+666000.04%0
American Electric & Power CO5765760000.03%0
Eaton Vance Ltd Duration Incom
COM
042+42000.00%0
Edison Intl(EIX)07+7000.00%0
First Trust Financials Alphadex
FINLS ALPHADEX
8988980000.03%0
Fortrea Holdings Inc(FTRE)0128+128000.00%0
HCA Healthcare Inc(HCA)10100000.00%0
Invesco QQQ Tr ETF022+22000.01%0
Invesco Dynamic Pharmaceuticals
PHARMACEUTICALS
0148+148000.01%0
Ishares Core S&P 500 ETF94940000.03%0
Ishares Russell 2000 Growth1821820000.03%0
Kyndryl Hldgs Inc(KD)020+20000.00%0
Qualcomm Inc(QCOM)0145+145000.01%0
SPDR Gold Shares(GLD)20200000.00%0
TJX Cos Inc(TJX)02,609+2,609000.20%0
Textron Inc(TXT)0330+330000.01%0
3M CO(MMM)0250+250000.02%0
Vanguard Ftse Emerging Markets027+27000.00%0
Vanguard Industrials ETF
INDUSTRIAL ETF
2882880000.04%0
Vanguard Info Tech
INF TECH ETF
050+50000.02%0
Amplify Etf Tr/amplify Alternative01+1000
Berkshire Hathaway Inc Class B01,462+1,462010.36%+1
Conocophillips(COP)0108+108000.00%0
Constellation Brands Inc Cl A(STZ)0125+125000.01%0
Finward Bancorp0268+268000.00%0
GE Healthcare Technologies Inc(GEHC)013+13000.00%0
International Flavors & Fragrance(IFF)064+64000.00%0
Invesco Aerospace & Defense ETF
AEROSPACE DEFN
010+10000.00%0
Invesco Dwa Basic Materials
DORSEY WRGT BASC
0157+157000.01%0
Invesco Dwa Energy Momentum ETF
DORSEY WRGT ENRG
014+14000.00%0
Ishares Russell 2000 Value ETF1451450000.01%0
Ishares Core S&P Smallcap ETF015+15000.00%0
Ishares Trust EAFE Small Cap ETF1,4761,455-21000.06%0
Ishares Exponential Technologies ETF
FUTU EXPO TE ETF
017+17000.00%0
Kraft Heinz Company(KHC)045+45000.00%0
Estee Lauder Cos Inc(EL)013+13000.00%0
Palantir Technologies Inc Cl A(PLTR)1001000000.01%0
Pepsico Inc(PEP)0104+104000.01%0
Portillos Inc050+50000
Spdr Ix Shs Fun/Dow Jones Intl Rl ETF
ST DOW INTL ETF
0208+208000.00%0
State Street SPDR Portfolio S&P 500 Value ETF
ST STR P500VAL
036+36000.00%0
ST STR SPDR S&P REGIONAL BANKING ETF
ST STR SP REGBNK
0176+176000.01%0
State Street SPDR Portfolio S&P 500 ETF
ST STR P500ETF
029+29000.00%0
ST STR SPDR S&P KENSHO NEW ECO COMP ETF
SP KENSHO NEWEC
08+8000.00%0
STATE STREET CONSUMER STAPLES SELECT SECTOR S
ST STR STAPL ETF
0445+445000.02%0
Solventum Corp(SOLV)062+62000.00%0
Southwest Airlines CO(LUV)030+30000.00%0
Starbucks Corp(SBUX)030+30000.00%0
Vaneck ETF Trust AgriBusiness
AGRIBUSINESS ETF
012+12000.00%0
Vanguard Consumer Discretionary
CONSUM DIS ETF
3293290000.06%0
Verizon Communications Inc(VZ)0103+103000.00%0
Wabtec Corp(WAB)01+1000
Dap Rights000000
CENCORA INC1,1491,060-89000.17%-0
Broadcom Ltd(AVGO)01,032+1,032000.17%0
Chemours CO Com(CC)040+40000
DT Midstream Inc(DTM)049+49000.00%0
First Financial Bancorp(FFBC)3,4263,4260000.04%-0
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