Horizon Large Cap Institutional (S:0P0000SOUU)
210.43
+0.69
(+0.33%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Texas Pacific Land Corp. | 24.93% | 329.81 | 2.48% |
| Wheaton Precious Metals Corp. | 10.14% | 183.28 | 0.95% |
| Franco-Nevada Corp. | 8.05% | 325.67 | -1.35% |
| Mastercard, Inc. | 5.64% | 541.61 | -0.62% |
| CACI International, Inc. | 4.75% | 602.10 | -0.41% |
| Intercontinental Exchange, Inc. | 3.89% | 171.46 | 2.86% |
| Carnival Corp. | 3.11% | 29.74 | -4.03% |
| Berkshire Hathaway, Inc. | 2.61% | 492.41 | -0.57% |
| Grayscale Bitcoin Trust ETF | 2.53% | 75.83 | 2.78% |
| Cboe Global Markets, Inc. | 2.52% | 268.01 | 0.46% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |