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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHD SCHWAB STRATEGIC TR 12,063.0 $331K 0.12% NEW $27.43 +19.7%
102 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 3,148.0 $326K 0.12% NEW $103.47 +21.0%
103 OGS ONE GAS INC Utilities 4,122.0 $318K 0.12% NEW $77.25 +6.8%
104 PH PARKER-HANNIFIN CORP Industrials 361.0 $318K 0.11% NEW $879.55 -1.4%
105 DUK DUKE ENERGY CORP NEW Utilities 2,691.0 $315K 0.11% NEW $117.22 +7.2%
106 VMI VALMONT INDS INC Industrials 783.0 $315K 0.11% NEW $402.32 +27.6%
107 VBR VANGUARD INDEX FDS 1,470.0 $311K 0.11% NEW $211.82 +9.8%
108 NJR NEW JERSEY RES CORP Utilities 6,532.0 $301K 0.11% NEW $46.13 +24.2%
109 PG PROCTER AND GAMBLE CO Consumer Defensive 2,089.0 $299K 0.11% NEW $143.34 +0.8%
110 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 980.0 $298K 0.11% NEW $303.89 +33.1%
111 COST COSTCO WHSL CORP NEW Consumer Defensive 342.0 $295K 0.11% NEW $863.68 +19.1%
112 PGNY PROGYNY INC Healthcare 11,378.0 $292K 0.10% NEW $25.68 -3.1%
113 SR SPIRE INC Utilities 3,487.0 $288K 0.10% NEW $82.72 +5.2%
114 HURN HURON CONSULTING GROUP INC Industrials 1,622.0 $280K 0.10% NEW $172.91 -39.0%
115 POR PORTLAND GEN ELEC CO Utilities 5,804.0 $279K 0.10% NEW $47.99 +3.8%
116 FE FIRSTENERGY CORP Utilities 6,195.0 $277K 0.10% NEW $44.77 +3.4%
117 MA MASTERCARD INCORPORATED Financial Services 469.0 $268K 0.10% NEW $571.29 -12.7%
118 VO VANGUARD INDEX FDS 892.0 $259K 0.09% NEW $290.28 -73.1%
119 ES EVERSOURCE ENERGY Utilities 3,829.0 $258K 0.09% NEW $67.35 +3.9%
120 BA BOEING CO Industrials 1,137.0 $247K 0.09% NEW $217.12 +0.9%
Page 6 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%