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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 20 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FITB FITB Financial Services 103.0 $6K 0.00% NEW $56.37 -2.7%
382 J 46.0 $6K 0.00% NEW $126.00
383 VSNT VSNT Industrials 160.0 $6K 0.00% NEW $36.01 +7.2%
384 SONY SONY Technology 285.0 $6K 0.00% NEW $20.06 +22.4%
385 JOBY JOBY Industrials 635.0 $6K 0.00% NEW $8.92 -24.4%
386 VDC VDC 25.0 $6K 0.00% NEW $225.48 +1.3%
387 NEE NEE Utilities 63.0 $6K 0.00% NEW $87.78 -5.0%
388 HESAY 30.0 $5K 0.00% NEW $183.03
389 HSBC HSBC Financial Services 57.0 $5K 0.00% NEW $95.09 +12.6%
390 SRE SRE Utilities 58.0 $5K 0.00% NEW $92.71 -9.3%
391 SEIC SEIC Financial Services 61.0 $5K 0.00% NEW $87.70 +25.9%
392 NWSA NWSA Communication Services 212.0 $5K 0.00% NEW $24.83 +22.4%
393 KHC KHC Consumer Defensive 222.0 $5K 0.00% NEW $23.62 +5.2%
394 FRCOY 102.0 $5K 0.00% NEW $51.23
395 ICE ICE Financial Services 42.0 $5K 0.00% NEW $123.12 +31.0%
396 TSN TSN Consumer Defensive 90.0 $5K 0.00% NEW $57.26 -10.2%
397 VWO VWO 85.0 $5K 0.00% NEW $59.69 +2.9%
398 VAW VAW 22.0 $5K 0.00% NEW $228.77 +2.9%
399 JCI JCI Industrials 34.0 $5K 0.00% NEW $146.12 -0.8%
400 QTWO QTWO Technology 100.0 $5K 0.00% NEW $48.10 +29.2%
Page 20 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%