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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VO VANGUARD INDEX FDS 892.0 $256K 0.09% $287.24 -73.1%
122 ES EVERSOURCE ENERGY Utilities 3,675.0 $255K 0.09% -154.0 -4.0% $69.28 +0.5%
123 FNDA SCHWAB STRATEGIC TR 7,682.0 $249K 0.09% $32.43 +9.2%
124 VBK VANGUARD INDEX FDS 808.0 $244K 0.09% $302.25 +13.7%
125 NWN NORTHWEST NAT HLDG CO Utilities 4,462.0 $237K 0.08% NEW $53.22 -6.4%
126 IVOV VANGUARD ADMIRAL FDS INC 2,258.0 $230K 0.08% -9K -80.6% $101.95 +5.7%
127 BA BOEING CO Industrials 1,137.0 $226K 0.08% $199.03 +10.3%
128 XLE SELECT SECTOR SPDR TR 3,684.0 $226K 0.08% NEW $61.27 -3.5%
129 CMS CMS ENERGY CORP Utilities 2,908.0 $226K 0.08% NEW $77.58 -5.1%
130 MA MASTERCARD INCORPORATED Financial Services 447.0 $224K 0.08% -22.0 -4.7% $500.31 -0.1%
131 PEP PEPSICO INC Consumer Defensive 1,417.0 $220K 0.08% -262.0 -15.6% $155.29 -4.1%
132 TT TRANE TECHNOLOGIES PLC Industrials 527.0 $220K 0.08% $416.74 +8.4%
133 MLI MUELLER INDS INC Industrials 1,976.0 $219K 0.08% $110.80 +20.6%
134 EPD ENTERPRISE PRODS PARTNERS L Energy 5,780.0 $219K 0.08% NEW $37.85 +4.3%
135 ITOT ISHARES TR 1,503.0 $214K 0.07% $142.43 +13.8%
136 CAT CATERPILLAR INC Industrials 297.0 $211K 0.07% NEW $710.25 +21.9%
137 MCD MCDONALDS CORP Consumer Cyclical 672.0 $209K 0.07% -121.0 -15.3% $311.03 -8.6%
Page 7 of 7  ·  137 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%