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Horizon Investments, LLC
John Drahzal · Investment Advisor · Multi-Strategy
Founded in 1995 and headquartered in Charlotte, North Carolina, Horizon Investments, LLC is an investment management firm that pioneered goals-based financial strategies for the advisor community. The firm is dedicated to providing investment solutions that align with the real-world objectives of financial advisors and their clients, primarily through its proprietary 'Gain Protect Spend' framework. Horizon manages a range of investment vehicles, including mutual funds, exchange-traded funds, and customizable separately managed accounts, emphasizing active risk management and quantitative research. With a focus on the entire investor lifecycle, the institution seeks to deliver consistent outcomes related to wealth accumulation, asset protection, and income distribution. The firm's approach integrates quantitative expertise with fundamental and macroeconomic insights to provide advisors with the tools necessary to navigate complex market environments.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.8% |
| YTD return | +17.3% |
| Sharpe ratio | 3.11 |
| Win rate | 58% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.horizoninvestments.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.7% | +20.9% |
| AAPL | Apple Inc | 12.8% | +19.5% |
| MSFT | Microsoft Corporation | 12.0% | +2.7% |
| GOOGL | Alphabet Inc Class A | 10.7% | +29.6% |
| AMZN | Amazon.com Inc | 5.8% | +12.9% |
| AVGO | Broadcom Inc | 5.2% | +5.4% |
| MU | Micron Technology Inc | 4.8% | +131.3% |
| META | Meta Platforms Inc. | 3.7% | -10.5% |
| BRK-A | Berkshire Hathaway Inc | 3.5% | +3.0% |
| LLY | Eli Lilly and Company | 3.4% | +16.7% |
| JNJ | Johnson & Johnson | 3.4% | +40.6% |
| XOM | Exxon Mobil Corp | 2.9% | +38.2% |
| MRK | Merck & Company Inc | 2.2% | +16.8% |
| CVX | Chevron Corp | 2.2% | +15.8% |
| AMAT | Applied Materials Inc | 2.1% | +11.0% |
| PLTR | Palantir Technologies Inc. | 2.1% | +6.0% |
| AMD | Advanced Micro Devices Inc | 2.1% | -3.2% |
| JPM | JPMorgan Chase & Co | 2.1% | +16.5% |
| TSM | Taiwan Semiconductor Manufacturing | 1.8% | +4.6% |
| MA | Mastercard Inc | 1.7% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | TSLA | 1.8% → 0.0% |
| Aug 31, 2026 | BUY | GOOGL | 10.7% → 10.7% |
| Aug 31, 2026 | SELL | XOM | 3.1% → 2.9% |
| Aug 31, 2026 | SELL | PLTR | 2.1% → 2.1% |
| Aug 31, 2026 | BUY | BRK-A | 3.5% → 3.5% |
Investment Style Analysis
Horizon Investments, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Horizon Investments, LLC made a significant move by reducing the position in TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Horizon’s investment philosophy is rooted in 'Goals-Based Investing,' which prioritizes meeting specific life objectives over simply outperforming market benchmarks. This approach is anchored by the 'Gain Protect Spend' framework, designed to address the three major stages of an investor's financial journey: wealth accumulation, risk-managed preservation, and structured distribution. The firm utilizes a data-driven investment process that combines proprietary quantitative models with qualitative macro and fundamental analysis to manage risk and seek 'expectational certainty.' By centering its strategies on the tangible outcomes sought by investors, Horizon aims to help financial advisors build more resilient portfolios and foster deeper, outcome-oriented relationships with their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Horizon Investments, LLC.
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Frequently asked questions
How is the simulated portfolio for Horizon Investments, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Horizon Investments, LLC's largest holding?
As of the latest filing, Horizon Investments, LLC's top position is NVIDIA Corporation (NVDA), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Horizon Investments, LLC's historical performance and risk profile?
Our simulation indicates a total return of +24.8% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.11, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Horizon Investments, LLC primarily invest in?
Horizon Investments, LLC has a strong preference for the Semiconductors sector, which makes up 29.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Horizon Investments, LLC's portfolio concentrated or diversified?
Horizon Investments, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Horizon Investments, LLC performed in 2026?
Our AI-simulated model portfolio for Horizon Investments, LLC tracks a Year-to-Date (YTD) return of +17.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John Drahzal manage Horizon Investments, LLC directly?
Yes, John Drahzal serves as the key portfolio manager for Horizon Investments, LLC, overseeing the investment strategy and final capital allocation decisions.