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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 6 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBV Healthcare 420.0 $106K 0.04% NEW $251.44 +1.9%
102 CMCSA CMCSA Communication Services 4,021.0 $99K 0.04% NEW $24.55 +7.9%
103 MA MA Financial Services 175.0 $90K 0.03% NEW $513.60 +12.8%
104 MRK MRK Healthcare 685.0 $88K 0.03% NEW $128.50 +17.0%
105 CMBS CMBS 1,807.0 $88K 0.03% NEW $48.65 -1.0%
106 IAGG IAGG 1,726.0 $87K 0.03% NEW $50.60 -1.7%
107 STNC STNC 2,248.0 $87K 0.03% NEW $38.51 -4.6%
108 SPY SPY Financial Services 112.0 $84K 0.03% NEW $746.77 +3.1%
109 CRM CRM Technology 522.0 $82K 0.03% NEW $156.66 +65.5%
110 SCHG SCHG 2,332.0 $79K 0.03% NEW $33.84 +5.0%
111 SCHV SCHV 2,244.0 $78K 0.03% NEW $34.81 +0.0%
112 BK BNY Financial Services 526.0 $76K 0.03% NEW $144.61 -1.9%
113 VRT VRT Industrials 220.0 $74K 0.03% NEW $334.82 -16.2%
114 KLAC KLAC Technology 244.0 $74K 0.03% NEW $301.71 -38.5%
115 DFAS DFAS 890.0 $73K 0.03% NEW $82.34 -0.2%
116 XOM XOM Energy 531.0 $73K 0.03% NEW $136.72 +16.6%
117 CSCO CSCO Technology 605.0 $71K 0.03% NEW $117.46 -7.0%
118 MS MS Financial Services 327.0 $68K 0.03% NEW $209.04 +4.1%
119 DFAI DFAI 1,635.0 $67K 0.03% NEW $41.25 +5.2%
120 HPE HPE Technology 1,482.0 $67K 0.03% NEW $45.11 +15.3%
Page 6 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%