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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO THERMO FISHER SCIENTIFIC INC Healthcare 905.0 $524K 0.19% NEW $579.45 -22.6%
82 ATO ATMOS ENERGY CORP Utilities 2,884.0 $484K 0.17% NEW $167.65 +6.1%
83 WMT WALMART INC Consumer Defensive 4,261.0 $475K 0.17% NEW $111.42 +7.9%
84 NI NISOURCE INC Utilities 11,092.0 $463K 0.17% NEW $41.76 +14.6%
85 IVV ISHARES TR 603.0 $414K 0.15% NEW $685.75 +9.2%
86 NEE NEXTERA ENERGY INC Utilities 5,137.0 $412K 0.15% NEW $80.29 +10.3%
87 IBEX IBEX LTD Technology 10,745.0 $410K 0.15% NEW $38.18 -16.1%
88 IWD ISHARES TR 1,902.0 $400K 0.14% NEW $210.34 +12.4%
89 EFA ISHARES TR 4,122.0 $396K 0.14% NEW $96.03 +8.3%
90 JBL JABIL INC Technology 1,635.0 $373K 0.13% NEW $228.03 +59.8%
91 IJR ISHARES TR 3,093.0 $372K 0.13% NEW $120.21 +14.3%
92 JNJ JOHNSON & JOHNSON Healthcare 1,795.0 $372K 0.13% NEW $207.03 +13.2%
93 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,286.0 $364K 0.13% NEW $283.31 -24.2%
94 ABBV ABBVIE INC Healthcare 1,573.0 $359K 0.13% NEW $228.51 -5.6%
95 VRT VERTIV HOLDINGS CO Industrials 2,190.0 $355K 0.13% NEW $162.01 +102.1%
96 STRT STRATTEC SEC CORP Consumer Cyclical 4,610.0 $351K 0.13% NEW $76.14 -4.9%
97 BKH BLACK HILLS CORP Utilities 5,044.0 $350K 0.13% NEW $69.43 +7.0%
98 UNH UNITEDHEALTH GROUP INC Healthcare 1,046.0 $345K 0.12% NEW $330.11 +17.7%
99 LYFT LYFT INC Technology 17,348.0 $336K 0.12% NEW $19.37 -28.2%
100 XEL XCEL ENERGY INC Utilities 4,514.0 $333K 0.12% NEW $73.87 +9.8%
Page 5 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%