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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 24 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DHR DHR Healthcare 12.0 $2K 0.00% NEW $190.50 +9.0%
462 VSEC VSEC Industrials 10.0 $2K 0.00% NEW $228.50 -10.8%
463 MTA MTA Basic Materials 300.0 $2K 0.00% NEW $7.61 +35.5%
464 NABZY 174.0 $2K 0.00% NEW $13.06
465 DB DB Financial Services 67.0 $2K 0.00% NEW $33.76 +22.4%
466 WT WT Financial Services 133.0 $2K 0.00% NEW $16.94 +46.9%
467 WAT WAT Healthcare 6.0 $2K 0.00% NEW $375.00 +9.2%
468 LH 8.0 $2K 0.00% NEW $280.00
469 SXI SXI Industrials 6.0 $2K 0.00% NEW $357.67 -22.9%
470 GD GD Industrials 6.0 $2K 0.00% NEW $354.17 +1.5%
471 FCNCA FCNCA Financial Services 1.0 $2K 0.00% NEW $2081.00 +6.1%
472 ROL ROL Consumer Cyclical 50.0 $2K 0.00% NEW $41.62 -13.8%
473 SEIM SEIM 37.0 $2K 0.00% NEW $56.16 -3.6%
474 CNI CNI Industrials 17.0 $2K 0.00% NEW $119.24 +3.5%
475 FIX FIX Industrials 1.0 $2K 0.00% NEW $1982.00 -18.8%
476 CHWY CHWY Consumer Cyclical 100.0 $2K 0.00% NEW $19.65 +20.4%
477 SMCAY 88.0 $2K 0.00% NEW $22.24
478 LMND LMND Financial Services 30.0 $2K 0.00% NEW $65.07 -17.9%
479 SEIV SEIV 40.0 $2K 0.00% NEW $48.00 +6.8%
480 KVUE KVUE Consumer Defensive 100.0 $2K 0.00% NEW $19.11 -1.9%
Page 24 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%