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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 18 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NLY NLY Real Estate 412.0 $9K 0.00% NEW $22.36 +2.0%
342 HPQ HPQ Technology 416.0 $9K 0.00% NEW $21.94 +48.8%
343 MHVIY 804.0 $9K 0.00% NEW $11.33
344 AAL AAL Industrials 500.0 $9K 0.00% NEW $18.07 -27.3%
345 VDE VDE 60.0 $9K 0.00% NEW $150.13 +20.3%
346 DT DT Technology 200.0 $9K 0.00% NEW $43.91 +18.2%
347 WCC WCC Industrials 25.0 $9K 0.00% NEW $345.44 +1.7%
348 SPYM SPYM 98.0 $9K 0.00% NEW $87.56 +3.6%
349 UDR UDR Real Estate 212.0 $8K 0.00% NEW $39.92 -8.9%
350 SHEL SHEL Energy 109.0 $8K 0.00% NEW $77.54 +19.9%
351 BP BP Energy 225.0 $8K 0.00% NEW $36.95 +18.6%
352 HSY HSY Consumer Defensive 47.0 $8K 0.00% NEW $175.45 -1.3%
353 EFIV EFIV 113.0 $8K 0.00% NEW $72.93 +3.4%
354 NOW NOW Technology 83.0 $8K 0.00% NEW $99.28 +42.3%
355 BDX BDX Healthcare 53.0 $8K 0.00% NEW $151.32 +22.1%
356 MAA MAA Real Estate 56.0 $8K 0.00% NEW $138.95 -7.6%
357 CFRUY 336.0 $8K 0.00% NEW $23.11
358 NVS NVS Healthcare 49.0 $8K 0.00% NEW $156.71 +2.1%
359 ISNPY 186.0 $8K 0.00% NEW $41.23
360 MET MET Financial Services 90.0 $8K 0.00% NEW $84.61 +15.4%
Page 18 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%