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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 32 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NVO NVO Healthcare NEW
622 OPFI OPFI Technology NEW
623 CWB CWB NEW
624 SPLB SPLB NEW
625 SPTS SPTS NEW
626 SCHC SCHC NEW
627 LUV LUV Industrials NEW
628 LRN LRN Consumer Defensive NEW
629 URBN URBN Consumer Cyclical NEW
630 VCSH VCSH NEW
631 VGLT VGLT NEW
632 CWCO CWCO Utilities NEW
633 CRDO CRDO Technology NEW
634 CLS NEW
635 EOSC 100.0 NEW
636 EVBC 500.0 NEW
637 FTPM 5.0 NEW
638 GSIL 200.0 NEW
639 IEXA 10.0 NEW
640 45669R701 1.0 NEW
Page 32 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%