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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 10 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MCD MCD Consumer Cyclical 138.0 $37K 0.01% NEW $270.31 -5.4%
182 VZ VZ Communication Services 881.0 $37K 0.01% NEW $42.34 +18.4%
183 GRMN GRMN Technology 157.0 $37K 0.01% NEW $237.54 +16.6%
184 DAL DAL Industrials 397.0 $37K 0.01% NEW $93.66 -14.4%
185 SPGI SPGI Financial Services 90.0 $37K 0.01% NEW $407.26 +8.9%
186 ETN ETN Industrials 86.0 $37K 0.01% NEW $426.12 -3.6%
187 MAR MAR Consumer Cyclical 97.0 $36K 0.01% NEW $370.59 -9.2%
188 UNP UNP Industrials 132.0 $36K 0.01% NEW $272.00 +6.5%
189 VRTX VRTX Healthcare 72.0 $36K 0.01% NEW $496.74 +9.9%
190 ORCL ORCL Technology 231.0 $34K 0.01% NEW $146.55 +8.4%
191 DFLV DFLV 851.0 $34K 0.01% NEW $39.54 +6.3%
192 HWM HWM Industrials 125.0 $34K 0.01% NEW $268.86 -3.6%
193 MAS MAS Industrials 407.0 $33K 0.01% NEW $81.37 -10.7%
194 PFE PFE Healthcare 1,349.0 $32K 0.01% NEW $24.08 +18.1%
195 ANET 190.0 $32K 0.01% NEW $169.88
196 D D Utilities 468.0 $32K 0.01% NEW $68.29 -3.6%
197 GM GM Consumer Cyclical 400.0 $31K 0.01% NEW $77.08 +13.9%
198 GEN GEN Technology 1,225.0 $30K 0.01% NEW $24.89 +23.1%
199 KEYS KEYS Technology 86.0 $30K 0.01% NEW $350.07 -6.5%
200 CCL 1,051.0 $30K 0.01% NEW $28.57
Page 10 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%