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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 23 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SMCI 110.0 $3K 0.00% NEW $29.33
442 SIEGY 20.0 $3K 0.00% NEW $160.90
443 JBT 22.0 $3K 0.00% NEW $145.00
444 WMG WMG Communication Services 116.0 $3K 0.00% NEW $27.07 +6.3%
445 EFA EFA 30.0 $3K 0.00% NEW $104.07 +4.1%
446 BKOR 100.0 $3K 0.00% NEW $30.95
447 AZN AZN Healthcare 16.0 $3K 0.00% NEW $189.62 -14.2%
448 DTEGY 109.0 $3K 0.00% NEW $27.28
449 PAAA PAAA 56.0 $3K 0.00% NEW $51.27 +0.2%
450 TM TM Consumer Cyclical 17.0 $3K 0.00% NEW $168.41 +17.0%
451 NXT NXT Technology 24.0 $3K 0.00% NEW $119.12 -29.1%
452 HKXCY 58.0 $3K 0.00% NEW $46.28
453 VTI VTI 7.0 $3K 0.00% NEW $374.29 +1.5%
454 SCHX SCHX 89.0 $3K 0.00% NEW $29.43 +3.2%
455 FANUY 113.0 $3K 0.00% NEW $22.88
456 SAFRY 26.0 $3K 0.00% NEW $98.27
457 TOST TOST Technology 89.0 $2K 0.00% NEW $27.82 +22.0%
458 FNB FNB Financial Services 129.0 $2K 0.00% NEW $19.08 -2.1%
459 CRCL CRCL Financial Services 39.0 $2K 0.00% NEW $62.64 +62.9%
460 BKLN BKLN 117.0 $2K 0.00% NEW $20.37 +1.2%
Page 23 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%