# Portfolio overlap — HASAX vs GARTX Comparing **Horizon Active Asset Allocation Fund** (2026-02-28) and **Goldman Sachs Absolute Return Tracker Fund** (2026-03-31). - Shared positions: 51 - Horizon Active Asset Allocation Fund covered by Goldman Sachs Absolute Return Tracker Fund: 0.1994982939850640654275574251 - Goldman Sachs Absolute Return Tracker Fund covered by Horizon Active Asset Allocation Fund: 0.1994982939850640654275574252 ## Horizon Active Asset Allocation Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND | 0.172448 | | | iShares Core MSCI International Developed Markets ETF | 0.164962 | | | ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.081845 | ✓ | | AVANTIS INTL S/C | 0.075378 | | | ISHARES CORE DIVIDEND GROWTH MUTUAL FUND | 0.065626 | | | FRST AM-GV OB-X | 0.055014 | | | INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 0.044652 | | | State Street SPDR Portfolio Emerging Markets ETF | 0.037829 | ✓ | | Invesco KBW Bank ETF | 0.036146 | | | JPMorgan BetaBuilders Europe ETF | 0.029446 | | | ISHARES MSCI JPN | 0.029300 | | | State Street Communication Services Select Sector SPDR ETF | 0.026372 | | | State Street SPDR S&P Regional Banking ETF - ETF | 0.026171 | | | GS EQL WGHT LRG | 0.018213 | | | NVIDIA CORP | 0.015978 | ✓ | | ALPHABET INC CL A | 0.014129 | ✓ | | MICROSOFT CORP | 0.013130 | ✓ | | AMAZON.COM INC | 0.011855 | ✓ | | APPLE INC | 0.010644 | ✓ | | TESLA INC | 0.004529 | ✓ | | BROADCOM INC | 0.004062 | ✓ | | LILLY ELI and CO | 0.003323 | ✓ | | WALMART INC | 0.002594 | ✓ | | META PLATFORMS INC CL A | 0.002568 | ✓ | | PALANTIR TECHNOLOGIES INC | 0.002103 | ✓ | | MICRON TECHNOLOGY INC | 0.002102 | ✓ | | JPMORGAN CHASE and CO | 0.002073 | ✓ | | TAIWAN SEMIC MFG CO LTD SP ADR | 0.001793 | | | ORACLE CORP | 0.001646 | ✓ | | COSTCO WHOLESALE CORP | 0.001494 | ✓ | | SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 0.001473 | | | CORNING INC | 0.001357 | ✓ | | Southern Copper Corporation COM USD0.01 | 0.001315 | ✓ | | Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 0.001298 | | | CATERPILLAR INC | 0.001271 | ✓ | | GE VERNOVA LLC | 0.001219 | ✓ | | INTUITIVE SURGICAL INC | 0.001218 | ✓ | | Siemens Energy AG | 0.001174 | | | APPLIED MATERIALS INC | 0.001159 | ✓ | | ALIBABA GROUP HOLDING LTD SPON ADR | 0.001110 | | | TOKYO ELECTRON LTD UNSPN ADR | 0.001097 | | | LAM RESEARCH CORP | 0.001086 | ✓ | | COMMSTCK | 0.001019 | | | EATON CORP PLC | 0.001016 | ✓ | | INTEL CORP | 0.001000 | ✓ | | ASML HOLDING-NY | 0.000972 | | | CONSTELLATION ENERGY CORP | 0.000970 | ✓ | | KLA CORP | 0.000960 | ✓ | | Schneider Electric SE ADR | 0.000949 | | | HITACHI LTD-ADR | 0.000916 | | ## Goldman Sachs Absolute Return Tracker Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | MONEYMKT | 0.261934 | | | VANGUARD SHORT-TERM TIPS MUTUAL FUND | 0.091631 | | | ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.055797 | ✓ | | State Street SPDR Portfolio Emerging Markets ETF | 0.051287 | ✓ | | U.S. Treasury Bills | 0.026697 | | | State Street Industrial Select Sector SPDR ETF USD Class | 0.025468 | | | APPLE INC | 0.022913 | ✓ | | NVIDIA CORP | 0.021168 | ✓ | | MICROSOFT CORP | 0.018097 | ✓ | | State Street Health Care Select Sector SPDR ETF USD Class | 0.016486 | | | TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 0.016149 | | | Goldman Sachs Access U.S. Preferred Stock and Hybrid ETF | 0.014513 | | | AMAZON.COM INC | 0.013716 | ✓ | | STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND | 0.012454 | | | ISHARES CONVT BD | 0.011964 | | | STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND | 0.008863 | | | META PLATFORMS INC CL A | 0.008826 | ✓ | | ALPHABET INC CL A | 0.008231 | ✓ | | BROADCOM INC | 0.007444 | ✓ | | ALPHABET INC CL C | 0.007068 | | | STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND | 0.007061 | | | TESLA INC | 0.005566 | ✓ | | State Street SPDR Bloomberg Convertible Securities ETF | 0.005517 | | | JPMORGAN CHASE and CO | 0.005197 | ✓ | | EXXON MOBIL CORP | 0.004405 | ✓ | | BERKSHIRE HATH-B | 0.004388 | ✓ | | ZOOM COMMUNICATIONS INC CLASS A | 0.004067 | | | LILLY ELI and CO | 0.004049 | ✓ | | VISA INC-CLASS A | 0.003996 | ✓ | | ZOOM COMMUNICATIONS INC | 0.003832 | | | Vanguard Real Estate Index Fund ETF Shares | 0.003740 | | | NETFLIX INC | 0.003244 | ✓ | | MASTERCARD INC CL A | 0.003174 | ✓ | | V/E F ANGL HI YL | 0.002922 | | | ZOETIS INC CFD | 0.002814 | | | CHEVRON CORP | 0.002672 | | | JOHNSON&JOHNSON | 0.002630 | ✓ | | WALMART INC | 0.002429 | ✓ | | COSTCO WHOLESALE CORP | 0.002330 | ✓ | | BANK OF AMERICA CORPORATION | 0.002241 | | | GENERAL ELECTRIC CO | 0.002240 | | | CISCO SYSTEMS INC | 0.002120 | | | USD P ZAR C @16.70000 EO | 0.002095 | | | ABBVIE INC | 0.002045 | | | RTX CORP | 0.001851 | | | WELLS FARGO & CO | 0.001796 | | | UNITEDHEALTH GRP | 0.001728 | | | LINDE PLC | 0.001719 | | | INTL BUS MACH CORP | 0.001658 | | | HOME DEPOT INC | 0.001641 | ✓ | ## Sources - N-PORT (fund A) — accession `0000894189-26-013890` (as of 2026-02-28) - N-PORT (fund B) — accession `0001410368-26-051349` (as of 2026-03-31) --- _Informational only — not investment advice. 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