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Portfolio (Quarterly) Guide ↗

HORIZON FINANCIAL SERVICES, LLC

· CIK 0001674020
13F Portfolio $261M AUM 646 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 646 New
Page 12 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VLTO VLTO Industrials 302.0 $27K 0.01% NEW $88.68 +8.6%
222 TSM TSM Technology 56.0 $27K 0.01% NEW $477.57 -10.2%
223 NRG NRG Utilities 183.0 $27K 0.01% NEW $146.06 -18.5%
224 DFIV DFIV 491.0 $27K 0.01% NEW $54.02 +9.1%
225 TRMB TRMB Technology 516.0 $26K 0.01% NEW $51.18 +16.2%
226 VHT VHT 88.0 $26K 0.01% NEW $299.01 +7.6%
227 ADSK ADSK Technology 135.0 $26K 0.01% NEW $194.42 +12.1%
228 FCX FCX Basic Materials 415.0 $26K 0.01% NEW $62.89 +15.6%
229 VIS VIS 72.0 $26K 0.01% NEW $360.38 -6.6%
230 CI 94.0 $26K 0.01% NEW $275.68
231 DISV DISV 642.0 $26K 0.01% NEW $40.13 +12.1%
232 CPAY 77.0 $26K 0.01% NEW $333.27
233 CVS CVS Healthcare 248.0 $26K 0.01% NEW $103.45 -6.5%
234 SYK SYK Healthcare 81.0 $26K 0.01% NEW $314.84 -3.7%
235 SNOW SNOW Technology 100.0 $25K 0.01% NEW $254.50 +32.5%
236 ADP ADP Industrials 113.0 $25K 0.01% NEW $223.95 +24.0%
237 BOTZ BOTZ 660.0 $25K 0.01% NEW $37.94 -5.3%
238 DECK DECK Consumer Cyclical 248.0 $25K 0.01% NEW $99.29 -13.6%
239 WST WST Healthcare 68.0 $24K 0.01% NEW $359.00 -5.3%
240 TYL TYL Technology 83.0 $24K 0.01% NEW $292.46 +24.5%
Page 12 of 33  ·  646 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 31.3%
Industrials 14.7%
Healthcare 13.2%
Consumer Cyclical 11.3%
Financial Services 10.6%
Utilities 7.1%
Communication Services 6.4%
Consumer Defensive 2.3%
Energy 2.2%
Real Estate 0.5%