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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 27 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GEF GEF Consumer Cyclical 18.0 $1K 0.00% NEW $74.50 +14.1%
522 RIO RIO Basic Materials 14.0 $1K 0.00% NEW $94.93 +8.8%
523 A A Healthcare 10.0 $1K 0.00% NEW $132.80 +13.6%
524 SNY SNY Healthcare 31.0 $1K 0.00% NEW $42.65 +3.7%
525 EH EH Industrials 200.0 $1K 0.00% NEW $6.55 -28.4%
526 MPC MPC Energy 5.0 $1K NEW $255.60 +52.2%
527 AOA AOA 13.0 $1K NEW $97.62 +1.8%
528 MORN MORN Financial Services 8.0 $1K NEW $156.00 +34.2%
529 LOB LOB Financial Services 29.0 $1K NEW $40.83 -3.0%
530 ALGN ALGN Healthcare 7.0 $1K NEW $168.71 -6.0%
531 EMLC 46.0 $1K NEW $25.57
532 MLPA 22.0 $1K NEW $53.09
533 IBP 5.0 $1K NEW $229.80
534 CCI CCI Real Estate 15.0 $1K NEW $75.73 +0.1%
535 LKQ LKQ Consumer Cyclical 43.0 $1K NEW $26.33 -3.0%
536 FN FN Technology 2.0 $1K NEW $562.00 -27.5%
537 LVMUY 10.0 $1K NEW $110.60
538 COO COO Healthcare 15.0 $1K NEW $71.73 -3.0%
539 MBB MBB 11.0 $1K NEW $94.55 -1.9%
540 ITRI ITRI Technology 12.0 $1K NEW $86.50 +12.2%
Page 27 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%