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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 25 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 AYI AYI Industrials 5.0 $2K 0.00% NEW $376.60 -11.3%
482 BCI 83.0 $2K 0.00% NEW $22.34
483 LBRT LBRT Energy 70.0 $2K 0.00% NEW $26.19 -21.4%
484 DKS DKS Consumer Cyclical 8.0 $2K 0.00% NEW $226.75 -38.6%
485 ACWV ACWV 15.0 $2K 0.00% NEW $120.20 +6.1%
486 LTH LTH Consumer Cyclical 44.0 $2K 0.00% NEW $40.84 +5.8%
487 VRSK VRSK Industrials 10.0 $2K 0.00% NEW $179.50 +3.5%
488 SOFI SOFI Financial Services 100.0 $2K 0.00% NEW $17.93 +1.6%
489 VRP VRP 72.0 $2K 0.00% NEW $24.31 -0.6%
490 OSIS OSIS Technology 8.0 $2K 0.00% NEW $218.75 -6.7%
491 CHD CHD Consumer Defensive 18.0 $2K 0.00% NEW $96.89 +1.7%
492 CODYY 96.0 $2K 0.00% NEW $18.15
493 GIS GIS Consumer Defensive 50.0 $2K 0.00% NEW $34.80 +10.0%
494 PIPR PIPR Financial Services 24.0 $2K 0.00% NEW $72.33 +6.5%
495 NE 46.0 $2K 0.00% NEW $37.30
496 SW 37.0 $2K 0.00% NEW $46.27
497 RKT RKT Financial Services 108.0 $2K 0.00% NEW $15.75 -10.7%
498 VLVLY 49.0 $2K 0.00% NEW $33.86
499 IR 20.0 $2K 0.00% NEW $82.00
500 AMT AMT Real Estate 10.0 $2K 0.00% NEW $163.60 +7.5%
Page 25 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%