HORIZON BANCORP INC /IN/

data from 30/09/2025

Capitalization

$ 209.665 M 5.55 %

Average holding period

9 ans

Performance

$ 23.813 M 39.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HORIZON BANCORP INC /IN/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BND Vanguard Bd Index Fds 21.41% 44.888 M $ 603580 2022/12/31 429.628 K $ 1.01 %
2025/09/30 GVI Ishares Intermediate Government Credit ETF 14.66% 30.747 M $ 286189 2022/12/31 174.038 K $ 0.61 %
2025/09/30 VUG Vanguard Index Funds Growth ETF 5.07% 10.636 M $ 22176 2023/06/30 775.366 K $ 9.40 %
2025/09/30 VTV ETF Vanguard Value 4.87% 10.206 M $ 54726 2023/06/30 438.447 K $ 5.52 %
2025/09/30 EFA Ishares Msci Eafe Index 4.60% 9.635 M $ 103190 2022/12/31 411.898 K $ 4.45 %
2025/09/30 HBNC Horizon Bancorp Inc 4.44% 9.319 M $ 582099 2022/12/31 227.101 K $ 4.10 %
2025/09/30 IEFA Ishares Core Msci Eafe ETF 4.09% 8.567 M $ 98119 2023/06/30 378.534 K $ 4.59 %
2025/09/30 TDTT Flexshares IBOXX 3 Year Target Date 4.02% 8.426 M $ 346313 2024/03/31 29.123 K $ 0.37 %
2025/09/30 SKOR Flexshares Credit Scored US Corp Bond 4.02% 8.420 M $ 170967 2024/03/31 74.869 K $ 0.96 %
2025/09/30 EEM Ishares Msci Emerging Markets 3.76% 7.885 M $ 147665 2023/06/30 742.776 K $ 10.70 %
2025/09/30 IWM Ishares Russell 2000 Index 3.28% 6.872 M $ 28401 2022/12/31 598.403 K $ 12.13 %
2025/09/30 HYGV Flexshares High Yield VL ETF 2.48% 5.208 M $ 126408 2023/12/31 18.587 K $ 0.41 %
2025/09/30 QDF Flexshares Quality Dividend Index ETF 1.37% 2.869 M $ 36134 2023/09/30 232.254 K $ 8.50 %
2025/09/30 GUNR Flexshares Morningstar Global Ups 1.28% 2.682 M $ 61269 2023/06/30 235.507 K $ 9.15 %
2025/09/30 VNQ Vanguard REIT ETF 1.17% 2.461 M $ 26918 2022/12/31 67.399 K $ 2.65 %
2025/09/30 NVDA Nvidia Corp 1.16% 2.430 M $ 13023 2023/06/30 239.612 K $ 18.10 %
2025/09/30 MSFT Microsoft Corp 0.98% 2.055 M $ 3968 2022/12/31 68.090 K $ 4.13 %
2025/09/30 PFE Pfizer Inc 0.84% 1.763 M $ 69186 2022/12/31 82.549 K $ 5.11 %
2025/09/30 AAPL Apple Inc 0.77% 1.624 M $ 6379 2022/12/31 394.146 K $ 24.11 %
2025/09/30 ORCL Oracle Corp 0.73% 1.521 M $ 5407 2022/12/31 293.515 K $ 28.64 %
2025/09/30 AMZN Amazon.Com Inc 0.64% 1.351 M $ 6153 2022/12/31 830.000 $ 0.08 %
2025/09/30 VOE Vanguard Mid-Cap Value ETF Voe 0.53% 1.112 M $ 6367 2023/06/30 43.212 K $ 6.16 %
2025/09/30 VOT Vanguard Mid-Cap Growth Index 0.52% 1.089 M $ 3708 2023/06/30 24.364 K $ 3.31 %
2025/09/30 JPM JPMorgan 0.50% 1.054 M $ 3343 2022/12/31 96.720 K $ 8.80 %
2025/09/30 META Meta Platforms Inc Cl A 0.44% 914.000 K $ 1244 2022/12/31 -2.986 K $ -0.50 %
2025/09/30 SPY SPDR S&P 500 0.43% 905.000 K $ 1358 2022/12/31 66.163 K $ 7.82 %
2025/09/30 GOOGL Alphabet Inc Cl A 0.43% 897.000 K $ 3689 2023/06/30 333.948 K $ 37.95 %
2025/09/30 BRK-B Berkshire Hathaway Inc Class B 0.35% 735.000 K $ 1462 2022/12/31 34.992 K $ 3.49 %
2025/09/30 MA Mastercard Inc 0.35% 731.000 K $ 1286 2022/12/31 5.853 K $ 1.22 %
2025/09/30 GOOG Alphabet Inc Cl C 0.34% 722.000 K $ 2965 2023/06/30 120.940 K $ 37.33 %
2025/09/30 NI Nisource Inc 0.33% 701.000 K $ 16197 2022/12/31 47.943 K $ 7.34 %
2025/09/30 ABT Abbott Labs 0.30% 622.000 K $ 4644 2022/12/31 -11.879 K $ -1.52 %
2025/09/30 MAS Masco Corporation 0.28% 596.000 K $ 8473 2023/06/30 51.092 K $ 9.37 %
2025/09/30 COST Costco Wholesale Corp 0.28% 593.000 K $ 641 2023/06/30 -43.923 K $ -6.50 %
2025/09/30 IGM Ishares Expanded Tech Sector ETF 0.26% 543.000 K $ 4308 2022/12/31 58.631 K $ 12.11 %
2025/09/30 RTX RTX CORPORATION 0.25% 531.000 K $ 3172 2022/12/31 81.468 K $ 14.60 %
2025/09/30 BX Blackstone Group Inc 0.22% 460.000 K $ 2694 2023/06/30 35.542 K $ 14.22 %
2025/09/30 AMD Advanced Micro Devices 0.22% 460.000 K $ 2841 2022/12/31 36.438 K $ 14.01 %
2025/09/30 AAAU Goldman Sachs Physical Gold Unit 0.22% 458.000 K $ 12015 2022/12/31 65.361 K $ 16.63 %
2025/09/30 NSC Norfolk Southern Corp 0.21% 441.000 K $ 1469 2023/06/30 42.173 K $ 17.36 %
2025/09/30 ELV Elevance Health INC 0.21% 433.000 K $ 1341 2022/12/31 -87.303 K $ -16.92 %
2025/09/30 TJX TJX Cos Inc 0.19% 400.000 K $ 2765 2022/12/31 85.294 K $ 17.06 %
2025/09/30 ABBV Abbvie Inc 0.19% 394.000 K $ 1700 2022/12/31 133.167 K $ 24.75 %
2025/09/30 XOM Exxon Mobil Corp 0.18% 370.000 K $ 3282 2022/12/31 13.968 K $ 4.60 %
2025/09/30 ABC CENCORA INC 0.17% 359.000 K $ 1149 2023/06/30 0.000 $ 0.00 %
2025/09/30 AVGO Broadcom Ltd 0.17% 358.000 K $ 1086 2025/03/31 416.391 K $ 19.69 %
2025/09/30 BLD Topbuild Corp/sh 0.17% 356.000 K $ 911 2025/03/31 61.146 K $ 20.73 %
2025/09/30 CSCO Cisco Systems Inc 0.16% 341.000 K $ 4978 2022/12/31 -3.085 K $ -1.38 %
2025/09/30 HD Home Depot Inc 0.16% 325.000 K $ 802 2022/12/31 42.751 K $ 10.50 %
2025/09/30 SCHW Charles Schwab Corp 0.15% 321.000 K $ 3366 2023/06/30 12.283 K $ 4.64 %
2025/09/30 NOW Servicenow Inc 0.15% 319.000 K $ 347 2022/12/31 -24.147 K $ -10.50 %
2025/09/30 CTVA Corteva Inc Com 0.15% 316.000 K $ 4670 2022/12/31 -32.223 K $ -9.26 %
2025/09/30 CVS CVS Health Corp 0.15% 312.000 K $ 4137 2022/12/31 16.153 K $ 9.28 %
2025/09/30 CRM Salesforce Com Inc 0.15% 306.000 K $ 1293 2023/06/30 -29.158 K $ -13.08 %
2025/09/30 PYPL Paypal Hldgs Inc 0.14% 298.000 K $ 4440 2024/03/31 -19.979 K $ -9.75 %
2025/09/30 GD General Dynamics Corp 0.14% 287.000 K $ 841 2022/12/31 30.640 K $ 16.93 %
2025/09/30 HON Honeywell International Inc 0.14% 285.000 K $ 1354 2022/12/31 -21.887 K $ -9.60 %
2025/09/30 KO Coca Cola CO 0.13% 280.000 K $ 4224 2022/12/31 -12.869 K $ -6.25 %
2025/09/30 DIS Disney Walt CO 0.13% 264.000 K $ 2304 2022/12/31 -15.387 K $ -7.66 %
2025/09/30 AMT American Tower Corp REIT 0.13% 262.000 K $ 1360 2023/06/30 -25.571 K $ -12.98 %
2025/09/30 GSK GSK PLC ADr 0.12% 261.000 K $ 6035 2023/06/30 18.045 K $ 12.36 %
2025/09/30 ADI Analog Devices 0.12% 258.000 K $ 1050 2023/06/30 5.291 K $ 3.23 %
2025/09/30 C Citigroup Inc New 0.12% 257.000 K $ 2530 2025/06/30 21.834 K $ 19.32 %
2025/09/30 CAT Caterpillar Inc Del 0.12% 257.000 K $ 538 2025/06/30 25.347 K $ 22.84 %
2025/09/30 ETN Eaton Corp PLC Shs 0.12% 252.000 K $ 674 2024/09/30 4.073 K $ 4.85 %
2025/09/30 PANW Palo Alto Networks Inc 0.12% 244.000 K $ 1199 2023/06/30 -796.000 $ -0.50 %
2025/09/30 ADBE Adobe Systems Inc 0.11% 231.000 K $ 655 2023/06/30 -14.266 K $ -8.81 %
2025/09/30 CMG Chipotle Mexican Grill Inc 0.11% 230.000 K $ 5865 2023/03/31 -66.788 K $ -30.22 %
2025/09/30 BA Boeing Co 0.11% 226.000 K $ 1047 2022/12/31 3.962 K $ 3.00 %
2025/09/30 CVX Chevron Corp 0.11% 225.000 K $ 1446 2022/12/31 36.820 K $ 8.45 %
2025/09/30 MDLZ Mondelez International Inc 0.11% 224.000 K $ 3582 2023/06/30 -11.813 K $ -7.38 %
2025/09/30 KKR Kkr & Co Inc/sh 0.11% 221.000 K $ 1698 2025/06/30 -2.627 K $ -2.33 %
2025/09/30 ACN Accenture PLC 0.10% 216.000 K $ 875 2022/12/31 -56.107 K $ -17.48 %
2025/09/30 MMC Marsh & McLennan Cos Inc 0.10% 213.000 K $ 1059 2023/06/30 -11.805 K $ -7.82 %
2025/09/30 NEE Nextera Energy Inc 0.10% 209.000 K $ 2763 2022/12/31 10.713 K $ 8.71 %
2025/09/30 ICE Intercontinental Exchange Inc 0.10% 207.000 K $ 1227 2023/06/30 -12.051 K $ -8.14 %
2025/09/30 PG Procter & Gamble CO 0.10% 202.000 K $ 1314 2022/12/31 -4.813 K $ -3.57 %
2025/09/30 NFLX Netflix Inc 0.09% 199.000 K $ 166 2025/06/30 -12.338 K $ -10.46 %
2025/09/30 EOG EOG Resources Inc Com 0.09% 187.000 K $ 1665 2023/06/30 -7.527 K $ -6.27 %
2025/09/30 SLB Schlumberger 0.09% 185.000 K $ 5396 2023/06/30 1.978 K $ 1.69 %
2025/09/30 CARR Carrier Global Corporation 0.09% 185.000 K $ 3091 2025/03/31 -24.983 K $ -18.37 %
2025/09/30 JNJ Johnson & Johnson 0.09% 183.000 K $ 986 2022/12/31 20.778 K $ 21.42 %
2025/09/30 ZBH Zimmer Biomet Holdings Inc 0.09% 181.000 K $ 1836 2022/12/31 8.347 K $ 8.03 %
2025/09/30 SDY SPDR S&P Dividend 0.09% 180.000 K $ 1286 2022/12/31 5.555 K $ 3.17 %
2025/09/30 CMCSA Comcast Corp Cl A 0.08% 173.000 K $ 5504 2023/06/30 -15.145 K $ -11.93 %
2025/09/30 EFV Ishares Tr EAFE Value ETF 0.08% 171.000 K $ 2520 2022/12/31 10.962 K $ 6.85 %
2025/09/30 BDX Becton Dickinson & Co 0.08% 167.000 K $ 892 2023/06/30 8.429 K $ 8.69 %
2025/09/30 TPR Tapestry Inc 0.08% 164.000 K $ 1451 2025/06/30 19.896 K $ 28.83 %
2025/09/30 XLU SPDR Utilities Select Sector 0.07% 157.000 K $ 1805 2022/12/31 10.017 K $ 6.81 %
2025/09/30 NKE Nike Inc 0.07% 156.000 K $ 2242 2023/06/30 -1.640 K $ -1.84 %
2025/09/30 BBWI Bath & Body Works Inc 0.07% 153.000 K $ 5945 2023/06/30 -15.691 K $ -14.01 %
2025/09/30 DD DuPont de Nemours Inc Com 0.07% 147.000 K $ 1881 2022/12/31 11.376 K $ 13.54 %
2025/09/30 INTU Intuit 0.07% 147.000 K $ 215 2022/12/31 -13.404 K $ -13.27 %
2025/09/30 BIIB Biogen Inc 0.07% 144.000 K $ 1027 2023/03/31 9.215 K $ 11.52 %
2025/09/30 XLE SPDR Energy Select Sector SPDR 0.06% 136.000 K $ 1521 2022/12/31 6.890 K $ 5.34 %
2025/09/30 V Visa Inc Cl A 0.06% 136.000 K $ 400 2022/12/31 -25.973 K $ -3.85 %
2025/09/30 VCR Vanguard Consumer Discretionary 0.06% 130.000 K $ 329 2022/12/31 11.130 K $ 9.35 %
2025/09/30 BMY Bristol Myers Squibb Co 0.06% 128.000 K $ 2846 2022/12/31 -2.194 K $ -2.58 %
2025/09/30 LLY Lilly Eli & CO 0.06% 116.000 K $ 152 2022/12/31 -2.512 K $ -2.13 %
2025/09/30 SCZ Ishares Trust EAFE Small Cap ETF 0.05% 113.000 K $ 1476 2022/12/31 5.963 K $ 5.57 %