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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 28 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IQV 5.0 $966.0 NEW $193.20
542 USIG USIG 18.0 $923.0 NEW $51.28 -2.5%
543 CHRD CHRD Energy 8.0 $914.0 NEW $114.25 +28.1%
544 SEIQ SEIQ 23.0 $906.0 NEW $39.39 +6.3%
545 MMSI MMSI Healthcare 13.0 $901.0 NEW $69.31 +29.3%
546 NUE NUE Basic Materials 4.0 $891.0 NEW $222.75 +17.2%
547 BMI BMI Technology 6.0 $890.0 NEW $148.33 -10.7%
548 SELV SELV 27.0 $882.0 NEW $32.67 +7.5%
549 INTA INTA Technology 34.0 $857.0 NEW $25.21 +65.5%
550 VGNT 20.0 $840.0 NEW $42.00
551 EME EME Industrials 1.0 $830.0 NEW $830.00 -9.1%
552 YETI YETI Consumer Cyclical 16.0 $793.0 NEW $49.56 -17.6%
553 REZI REZI Industrials 25.0 $778.0 NEW $31.12 -36.1%
554 SPB SPB Consumer Defensive 9.0 $772.0 NEW $85.78 +3.2%
555 CBU CBU Financial Services 11.0 $738.0 NEW $67.09 -4.8%
556 OZK OZK Financial Services 14.0 $729.0 NEW $52.07 -3.2%
557 VNT VNT Technology 25.0 $725.0 NEW $29.00 +14.8%
558 PROP PROP Financial Services 1,000.0 $722.0 NEW $0.72 -37.2%
559 NATL NATL Technology 16.0 $695.0 NEW $43.44 +6.1%
560 ATEN ATEN Technology 18.0 $672.0 NEW $37.33 -34.1%
Page 28 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%