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Portfolio (Quarterly) Guide ↗

Horizon Investment Services, LLC

· CIK 0001426940
13F Portfolio $278M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 139 New
Page 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AX AXOS FINANCIAL INC Financial Services 10,496.0 $904K 0.33% NEW $86.16 -0.1%
62 BERKSHIRE HATHAWAY INC DEL 1,706.0 $858K 0.31% NEW $502.65
63 CB CHUBB LIMITED Financial Services 2,687.0 $839K 0.30% NEW $312.12 +5.1%
64 BND VANGUARD BD INDEX FDS 11,117.0 $823K 0.30% NEW $74.07 -1.4%
65 FLS FLOWSERVE CORP Industrials 11,767.0 $816K 0.29% NEW $69.38 +0.3%
66 VYM VANGUARD WHITEHALL FDS 5,678.0 $815K 0.29% NEW $143.54 +10.6%
67 VTV VANGUARD INDEX FDS 4,190.0 $800K 0.29% NEW $191.01 +10.4%
68 SCHB SCHWAB STRATEGIC TR 29,497.0 $774K 0.28% NEW $26.23 +9.5%
69 BP BP PLC Energy 21,855.0 $759K 0.27% NEW $34.73 +27.7%
70 DGRO ISHARES TR 10,257.0 $712K 0.26% NEW $69.42 +7.8%
71 EVER EVERQUOTE INC Communication Services 25,337.0 $684K 0.25% NEW $27.00 -30.1%
72 XOM EXXON MOBIL CORP Energy 5,430.0 $653K 0.23% NEW $120.34 +28.7%
73 GWW WW GRAINGER INC Industrials 641.0 $647K 0.23% NEW $1009.05 +23.7%
74 IWF ISHARES TR 1,315.0 $622K 0.22% NEW $473.30 -73.6%
75 JPM JPMORGAN CHASE & CO. Financial Services 1,893.0 $610K 0.22% NEW $322.31 -4.9%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 3,790.0 $608K 0.22% NEW $160.43 +17.8%
77 NYT NEW YORK TIMES CO Communication Services 8,710.0 $605K 0.22% NEW $69.42 +8.0%
78 VTI VANGUARD INDEX FDS 1,739.0 $583K 0.21% NEW $335.38 +9.4%
79 NFG NATIONAL FUEL GAS CO Energy 6,786.0 $543K 0.20% NEW $80.06 +1.1%
80 UGI UGI CORP NEW Utilities 14,147.0 $530K 0.19% NEW $37.43 -4.8%
Page 4 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.2%
Financial Services 18.7%
Communication Services 13.3%
Industrials 10.8%
Consumer Cyclical 5.8%
Healthcare 4.9%
Utilities 3.4%
Consumer Defensive 1.0%
Energy 0.9%