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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 21 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BLK 5.0 $5K 0.00% NEW $961.60
402 PKG PKG Consumer Cyclical 20.0 $5K 0.00% NEW $238.30 -0.4%
403 PSX PSX Energy 28.0 $5K 0.00% NEW $169.04 +50.9%
404 LYG LYG Financial Services 810.0 $5K 0.00% NEW $5.83 +4.3%
405 JEPQ JEPQ 75.0 $5K 0.00% NEW $61.47 -2.6%
406 ACN ACN Technology 37.0 $5K 0.00% NEW $124.43 +50.1%
407 SLB SLB Energy 99.0 $5K 0.00% NEW $46.49 +23.7%
408 BNDX BNDX 94.0 $5K 0.00% NEW $48.43 -2.0%
409 MUFG MUFG Financial Services 225.0 $4K 0.00% NEW $19.89 +21.1%
410 IWF IWF 36.0 $4K 0.00% NEW $124.28 -0.7%
411 MITSY 8.0 $4K 0.00% NEW $553.75
412 CYDY 18,200.0 $4K 0.00% NEW $0.24
413 BA 20.0 $4K 0.00% NEW $216.45
414 RKLB 42.0 $4K 0.00% NEW $101.64
415 JEPI JEPI 75.0 $4K 0.00% NEW $56.48 +1.3%
416 VO VO 52.0 $4K 0.00% NEW $80.58 +2.1%
417 SPOT SPOT Communication Services 9.0 $4K 0.00% NEW $459.11 +18.1%
418 AVAV AVAV Industrials 25.0 $4K 0.00% NEW $165.08 -12.4%
419 SBUX SBUX Consumer Cyclical 40.0 $4K 0.00% NEW $102.20 +2.2%
420 ZBH ZBH Healthcare 47.0 $4K 0.00% NEW $86.09 +13.9%
Page 21 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%