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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VBK VANGUARD INDEX FDS 808.0 $244K 0.09% NEW $302.11 +14.9%
122 MCD MCDONALDS CORP Consumer Cyclical 793.0 $243K 0.09% NEW $305.92 -7.7%
123 FNDA SCHWAB STRATEGIC TR 7,681.0 $242K 0.09% NEW $31.51 +13.3%
124 PEP PEPSICO INC Consumer Defensive 1,679.0 $241K 0.09% NEW $143.52 +4.9%
125 MO ALTRIA GROUP INC Consumer Defensive 4,172.0 $241K 0.09% NEW $57.67 +28.1%
126 QQQI NEOS ETF TRUST 4,430.0 $239K 0.09% NEW $53.87 +4.5%
127 DGII DIGI INTL INC Technology 5,285.0 $229K 0.08% NEW $43.29 +52.8%
128 MLI MUELLER INDS INC Industrials 1,968.0 $226K 0.08% NEW $114.80 +16.2%
129 ITOT ISHARES TR 1,503.0 $223K 0.08% NEW $148.69 +9.6%
130 TILE INTERFACE INC Consumer Cyclical 7,941.0 $222K 0.08% NEW $27.92 +3.2%
131 EVRG EVERGY INC Utilities 3,019.0 $219K 0.08% NEW $72.50 +15.8%
132 HD HOME DEPOT INC Consumer Cyclical 631.0 $217K 0.08% NEW $344.61 -9.2%
133 IWR ISHARES TR 2,183.0 $210K 0.08% NEW $96.27 +10.0%
134 ORCL ORACLE CORP Technology 1,069.0 $208K 0.07% NEW $194.92 -1.5%
135 AEP AMERICAN ELEC PWR CO INC Utilities 1,805.0 $208K 0.07% NEW $115.31 +14.1%
136 TT TRANE TECHNOLOGIES PLC Industrials 527.0 $205K 0.07% NEW $389.20 +15.9%
137 VWO VANGUARD INTL EQUITY INDEX F 3,770.0 $203K 0.07% NEW $53.76 +9.7%
138 NRG NRG ENERGY INC Utilities 1,270.0 $202K 0.07% NEW $159.25 -13.6%
139 IGSB ISHARES TR 3,785.0 $200K 0.07% NEW $52.88 -1.1%
Page 7 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%