Horizon Large Cap Institutional (S:0P0000SOUU)
229.71
+19.28
(+9.16%)
USD |
Jan 31 2026
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 February 23, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Texas Pacific Land Corp. | 24.08% | 514.52 | 2.93% |
| Wheaton Precious Metals Corp. | 9.41% | 210.24 | 2.23% |
| Franco-Nevada Corp. | 7.03% | 363.13 | 1.88% |
| Mastercard, Inc. | 5.77% | 506.78 | -3.73% |
| CACI International, Inc. | 5.17% | 568.38 | -3.01% |
| Intercontinental Exchange, Inc. | 3.82% | 152.84 | -0.76% |
| Hawaiian Electric Industries, Inc. | 3.55% | 15.42 | -2.74% |
| Carnival Corp. | 3.38% | 30.28 | -5.35% |
| Mesabi Trust | 3.05% | 30.81 | -5.29% |
| Berkshire Hathaway, Inc. | 2.66% | 495.01 | -0.64% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |