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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 22 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIS FIS Technology 103.0 $4K 0.00% NEW $38.88 +7.8%
422 TDY TDY Technology 6.0 $4K 0.00% NEW $666.83 -8.4%
423 SOLS SOLS Basic Materials 45.0 $4K 0.00% NEW $88.60 -28.1%
424 MKC MKC Consumer Defensive 79.0 $4K 0.00% NEW $50.42 +3.3%
425 DIS DIS Communication Services 41.0 $4K 0.00% NEW $96.24 +9.4%
426 SYY SYY Consumer Defensive 47.0 $4K 0.00% NEW $83.57 -4.2%
427 PCRHY 140.0 $4K 0.00% NEW $28.02
428 DOW DOW Basic Materials 142.0 $4K 0.00% NEW $27.36 +7.6%
429 MCK MCK Healthcare 5.0 $4K 0.00% NEW $755.60 +20.2%
430 VPU VPU 19.0 $4K 0.00% NEW $195.74 -4.8%
431 BUD 45.0 $4K 0.00% NEW $82.40
432 APTV 60.0 $4K 0.00% NEW $61.38
433 ALKT ALKT Technology 200.0 $4K 0.00% NEW $18.12 +8.7%
434 CME CME Financial Services 16.0 $4K 0.00% NEW $220.81 +27.4%
435 BAESY 36.0 $4K 0.00% NEW $97.94
436 MARUY 12.0 $3K 0.00% NEW $290.67
437 ELV ELV Healthcare 9.0 $3K 0.00% NEW $386.78 +5.4%
438 GFS GFS Technology 41.0 $3K 0.00% NEW $82.41 -45.1%
439 DIHP DIHP 95.0 $3K 0.00% NEW $34.13 +3.4%
440 CEG CEG Utilities 13.0 $3K 0.00% NEW $248.38 +20.4%
Page 22 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%