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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 7 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VEA VEA 937.0 $67K 0.03% NEW $71.25 +3.5%
122 FLEX FLEX Technology 410.0 $66K 0.03% NEW $162.07 -32.4%
123 REET REET 2,390.0 $66K 0.03% NEW $27.62 -0.8%
124 AJG AJG Financial Services 287.0 $66K 0.03% NEW $229.57 +14.4%
125 AMD AMD Technology 113.0 $66K 0.03% NEW $580.91 -17.8%
126 MCO MCO Financial Services 141.0 $64K 0.02% NEW $452.92 +9.0%
127 AMGN AMGN Healthcare 169.0 $61K 0.02% NEW $362.12 +20.7%
128 PLTR PLTR Technology 520.0 $61K 0.02% NEW $116.67 +49.4%
129 SCCO 343.0 $60K 0.02% NEW $174.26
130 PANW PANW Technology 175.0 $60K 0.02% NEW $341.02 -2.3%
131 CARR CARR Industrials 781.0 $57K 0.02% NEW $73.35 -18.6%
132 MSI MSI Technology 136.0 $56K 0.02% NEW $415.29 +12.7%
133 ACHR ACHR Industrials 11,885.0 $56K 0.02% NEW $4.73 +20.7%
134 TT TT Industrials 113.0 $56K 0.02% NEW $491.16 -8.8%
135 AXP AXP Financial Services 164.0 $55K 0.02% NEW $338.25 -3.6%
136 NXPI NXPI Technology 197.0 $55K 0.02% NEW $281.03 -18.9%
137 WSM WSM Consumer Cyclical 237.0 $55K 0.02% NEW $233.10 -2.4%
138 FSLR FSLR Energy 233.0 $55K 0.02% NEW $235.96 -13.4%
139 WRB WRB Financial Services 778.0 $55K 0.02% NEW $70.53 -2.0%
140 KO KO Consumer Defensive 661.0 $54K 0.02% NEW $81.27 +8.4%
Page 7 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%