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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 8 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MKL MKL Financial Services 27.0 $53K 0.02% NEW $1953.00 -6.5%
142 SUB SUB 491.0 $52K 0.02% NEW $106.47 -0.5%
143 GEHC GEHC Healthcare 792.0 $51K 0.02% NEW $64.01 +7.6%
144 SMH SMH 77.0 $51K 0.02% NEW $655.90 -13.6%
145 PAYX PAYX Industrials 509.0 $50K 0.02% NEW $98.33 +23.8%
146 ODFL ODFL Industrials 227.0 $49K 0.02% NEW $216.60 -14.2%
147 TJX TJX Consumer Cyclical 324.0 $49K 0.02% NEW $151.50 -12.8%
148 VOO VOO 71.0 $49K 0.02% NEW $687.04 +3.1%
149 ETB ETB Financial Services 3,100.0 $48K 0.02% NEW $15.54 +0.5%
150 BX BX Financial Services 394.0 $46K 0.02% NEW $117.67 +15.7%
151 GS GS Financial Services 45.0 $46K 0.02% NEW $1015.78 +2.2%
152 WFC WFC Financial Services 547.0 $45K 0.02% NEW $82.64 +8.9%
153 MUB MUB 420.0 $45K 0.02% NEW $107.62 -3.3%
154 DE DE Industrials 71.0 $45K 0.02% NEW $634.32 +9.3%
155 FV FV 593.0 $45K 0.02% NEW $75.88 -3.2%
156 SITM SITM Technology 60.0 $45K 0.02% NEW $745.57 -17.9%
157 DFIS DFIS 1,244.0 $44K 0.02% NEW $35.03 +7.5%
158 ERIE ERIE Financial Services 181.0 $43K 0.02% NEW $239.75 +5.4%
159 APO 365.0 $43K 0.02% NEW $118.31
160 HIG HIG Financial Services 322.0 $43K 0.02% NEW $132.52 +4.4%
Page 8 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%