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 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Texas Pacific Land Corp. | 24.93% | 326.93 | 1.58% |
| Wheaton Precious Metals Corp. | 10.14% | 184.93 | 1.86% |
| Franco-Nevada Corp. | 8.05% | 329.68 | -0.13% |
| Mastercard, Inc. | 5.64% | 546.82 | 0.34% |
| CACI International, Inc. | 4.75% | 611.33 | 1.12% |
| Intercontinental Exchange, Inc. | 3.89% | 172.94 | 3.75% |
| Carnival Corp. | 3.11% | 30.18 | -2.61% |
| Berkshire Hathaway, Inc. | 2.61% | 493.15 | -0.42% |
| Grayscale Bitcoin Trust ETF | 2.53% | 76.31 | 3.43% |
| Cboe Global Markets, Inc. | 2.52% | 268.81 | 0.76% |
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 | -- |