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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 29 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WM WM Industrials 3.0 $669.0 NEW $223.00 -1.8%
562 ELF ELF Consumer Defensive 9.0 $666.0 NEW $74.00 +48.2%
563 POOL POOL Industrials 3.0 $645.0 NEW $215.00 -13.9%
564 VTS VTS Energy 40.0 $631.0 NEW $15.78 +12.7%
565 BLDR BLDR Industrials 7.0 $626.0 NEW $89.43 -26.4%
566 ADBE ADBE Technology 3.0 $615.0 NEW $205.00 +30.0%
567 HOG HOG Consumer Cyclical 25.0 $612.0 NEW $24.48 +15.6%
568 CVLT CVLT Technology 4.0 $567.0 NEW $141.75 -3.8%
569 TFLR TFLR 11.0 $555.0 NEW $50.45 +0.6%
570 BETA BETA Industrials 33.0 $553.0 NEW $16.76 +32.5%
571 GTX GTX Consumer Cyclical 15.0 $543.0 NEW $36.20 -22.7%
572 DXC DXC Technology 56.0 $496.0 NEW $8.86 +31.6%
573 FOUR FOUR Technology 10.0 $486.0 NEW $48.60 -5.5%
574 USPH USPH Healthcare 7.0 $481.0 NEW $68.71 +15.5%
575 OSW OSW Consumer Cyclical 16.0 $452.0 NEW $28.25 -20.7%
576 BIIB BIIB Healthcare 2.0 $432.0 NEW $216.00 +2.2%
577 NOK NOK Technology 31.0 $412.0 NEW $13.29 -24.5%
578 NKE NKE Consumer Cyclical 10.0 $411.0 NEW $41.10 -6.6%
579 OGN OGN Healthcare 28.0 $379.0 NEW $13.54 +1.8%
580 HIVE 100.0 $364.0 NEW $3.64
Page 29 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%