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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 31 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CCL 143658300 Consumer Cyclical NEW
602 STZ STZ Consumer Defensive NEW
603 DXPE DXPE Industrials NEW
604 DFAC DFAC NEW
605 DD 26614N102 Basic Materials NEW
606 EMN EMN Basic Materials NEW
607 EBAY EBAY Consumer Cyclical NEW
608 EPD EPD NEW
609 HTGC HTGC Financial Services NEW
610 HON 438516106 Industrials NEW
611 IIPR IIPR Real Estate NEW
612 PGX PGX NEW
613 EMB EMB NEW
614 USRT USRT NEW
615 AOR AOR NEW
616 SHYG SHYG NEW
617 USHY USHY NEW
618 LZB LZB Consumer Cyclical NEW
619 MRVL MRVL Technology NEW
620 MELI MELI Consumer Cyclical NEW
Page 31 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%