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Portfolio (Quarterly) Guide ↗

Horizon Investment Services, LLC

· CIK 0001426940
13F Portfolio $288M AUM 137 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 42 Added 55 Reduced 21 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 5,269.0 $379K 0.13% -18K -77.2% $71.93 -0.2%
42 NJR NEW JERSEY RES CORP Utilities 6,142.0 $337K 0.12% -390.0 -6.0% $54.92 +4.3%
43 OGS ONE GAS INC Utilities 3,809.0 $328K 0.11% -313.0 -7.6% $86.14 -4.2%
44 PH PARKER-HANNIFIN CORP Industrials 356.0 $319K 0.11% -5.0 -1.4% $896.05 -3.2%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 623.0 $306K 0.11% -282.0 -31.2% $491.53 -8.8%
46 FE FIRSTENERGY CORP Utilities 5,826.0 $295K 0.10% -369.0 -6.0% $50.66 -8.6%
47 ABBV ABBVIE INC Healthcare 1,354.0 $295K 0.10% -219.0 -13.9% $217.60 -0.9%
48 POR PORTLAND GEN ELEC CO Utilities 5,561.0 $293K 0.10% -243.0 -4.2% $52.78 -5.6%
49 SR SPIRE INC Utilities 3,195.0 $289K 0.10% -292.0 -8.4% $90.55 -3.9%
50 PG PROCTER & GAMBLE CO Consumer Defensive 1,829.0 $264K 0.09% -260.0 -12.4% $144.50 -0.0%
51 ES EVERSOURCE ENERGY Utilities 3,675.0 $255K 0.09% -154.0 -4.0% $69.28 +1.0%
52 IVOV VANGUARD ADMIRAL FDS INC 2,258.0 $230K 0.08% -9K -80.6% $101.95 +6.5%
53 MA MASTERCARD INCORPORATED Financial Services 447.0 $224K 0.08% -22.0 -4.7% $500.31 -0.4%
54 PEP PEPSICO INC Consumer Defensive 1,417.0 $220K 0.08% -262.0 -15.6% $155.29 -3.0%
55 MCD MCDONALDS CORP Consumer Cyclical 672.0 $209K 0.07% -121.0 -15.3% $311.03 -9.2%
Page 3 of 3  ·  55 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 42.4%
Financial Services 17.0%
Industrials 12.0%
Communication Services 11.0%
Consumer Cyclical 5.5%
Healthcare 4.7%
Utilities 4.5%
Energy 1.6%
Consumer Defensive 1.2%