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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 15 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DOC DOC Real Estate 733.0 $16K 0.01% NEW $21.40 -3.5%
282 BWA BWA Consumer Cyclical 234.0 $16K 0.01% NEW $66.40 +1.7%
283 COP COP Energy 149.0 $15K 0.01% NEW $103.96 +29.1%
284 POWA POWA 173.0 $15K 0.01% NEW $88.84 +1.5%
285 YORW YORW Utilities 500.0 $15K 0.01% NEW $30.65 +11.1%
286 COST COST Consumer Defensive 16.0 $15K 0.01% NEW $935.50 -2.1%
287 EA EA Communication Services 73.0 $15K 0.01% NEW $205.04 +2.3%
288 CBRL CBRL Consumer Cyclical 278.0 $15K 0.01% NEW $53.30 +2.6%
289 OMC OMC Communication Services 203.0 $15K 0.01% NEW $72.83 +13.4%
290 RIG RIG Energy 3,000.0 $15K 0.01% NEW $4.89 +19.6%
291 EXC EXC Utilities 312.0 $15K 0.01% NEW $46.62 -6.4%
292 RJF RJF Financial Services 94.0 $14K 0.01% NEW $152.03 +17.3%
293 OTIS OTIS Industrials 198.0 $14K 0.01% NEW $71.60 -0.5%
294 NSRGY 135.0 $14K 0.01% NEW $102.69
295 DHI DHI Consumer Cyclical 85.0 $14K 0.01% NEW $162.88 -12.4%
296 MDB MDB Technology 41.0 $14K 0.01% NEW $335.90 +9.8%
297 ROST ROST Consumer Cyclical 64.0 $14K 0.01% NEW $212.84 +8.4%
298 UMBF UMBF Financial Services 95.0 $14K 0.01% NEW $142.76 +0.7%
299 EOG EOG Energy 104.0 $13K 0.01% NEW $129.73 +11.9%
300 TDTT TDTT 563.0 $13K 0.01% NEW $23.91 -1.5%
Page 15 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%