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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 3 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ 1,149.0 $846K 0.32% NEW $736.40
42 CAT CAT Industrials 786.0 $837K 0.32% NEW $1064.90 -23.6%
43 XLU XLU 17,768.0 $806K 0.31% NEW $45.34 -5.0%
44 XLE XLE 14,987.0 $796K 0.30% NEW $53.11 +20.6%
45 SCHR SCHR 29,784.0 $734K 0.28% NEW $24.66 -1.7%
46 AVGO 1,687.0 $637K 0.24% NEW $377.75
47 CW CW Industrials 817.0 $619K 0.24% NEW $757.76 -25.2%
48 VOE VOE 2,994.0 $592K 0.23% NEW $197.60 +5.5%
49 AMZN AMZN Consumer Cyclical 2,347.0 $559K 0.21% NEW $238.34 +8.5%
50 JPM JPM Financial Services 1,687.0 $552K 0.21% NEW $327.41 +9.5%
51 UNH UNH Healthcare 1,295.0 $538K 0.21% NEW $415.60 -4.4%
52 VUG VUG 5,931.0 $511K 0.20% NEW $86.14 +2.7%
53 GE GE Industrials 1,323.0 $494K 0.19% NEW $373.73 -9.8%
54 APH APH Technology 2,800.0 $494K 0.19% NEW $176.32 -53.1%
55 PGHY PGHY 24,206.0 $477K 0.18% NEW $19.70 -0.4%
56 VOT VOT 1,521.0 $466K 0.18% NEW $306.30 -2.0%
57 JNJ JNJ Healthcare 1,651.0 $419K 0.16% NEW $253.97 +8.4%
58 IVW IVW 2,937.0 $404K 0.15% NEW $137.55 +2.2%
59 LOW LOW Consumer Cyclical 1,781.0 $393K 0.15% NEW $220.49 -7.3%
60 GOOGL GOOGL Communication Services 1,087.0 $388K 0.15% NEW $357.37 -5.3%
Page 3 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%