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Portfolio (Quarterly) Guide ↗

Horizon Advisory Services, Inc.

· CIK 0001799006
13F Portfolio $198M AUM 49 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 12 Added 9 Reduced 17 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVN DEVON ENERGY CORP NEW Energy 10,663.0 $391K 0.20% +3K +34.9% $36.63 +28.6%
22 DAL DELTA AIR LINES INC DEL Industrials 5,584.0 $388K 0.20% -189.0 -3.3% $69.40 +9.0%
23 ACGL ARCH CAP GROUP LTD Financial Services 3,884.0 $373K 0.19% +906.0 +30.4% $95.92 +0.2%
24 APA APA CORPORATION Energy 15,222.0 $372K 0.19% +2K +13.7% $24.46 +56.7%
25 ALL ALLSTATE CORP Financial Services 1,763.0 $367K 0.19% NEW $208.15 +3.0%
26 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,683.0 $367K 0.19% NEW $218.02 -24.6%
27 CMCSA COMCAST CORP NEW Communication Services 12,190.0 $364K 0.18% NEW $29.89 -16.1%
28 FANG DIAMONDBACK ENERGY INC Energy 2,415.0 $363K 0.18% NEW $150.33 +33.7%
29 XOM EXXON MOBIL CORP Energy 3,001.0 $361K 0.18% $120.34 +29.9%
30 OMC OMNICOM GROUP INC Communication Services 4,316.0 $349K 0.18% NEW $80.75 -8.6%
31 EOG EOG RES INC Energy 3,313.0 $348K 0.18% +711.0 +27.3% $105.01 +33.3%
32 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,364.0 $344K 0.17% NEW $46.68 -8.4%
33 IGLD FIRST TR EXCHANGE-TRADED FD 13,549.0 $339K 0.17% +291.0 +2.2% $25.01 -3.8%
34 HRL HORMEL FOODS CORP Consumer Defensive 14,235.0 $337K 0.17% NEW $23.70 -11.1%
35 RJF RAYMOND JAMES FINL INC Financial Services 2,091.0 $336K 0.17% -153.0 -6.8% $160.59 -5.3%
36 TROW PRICE T ROWE GROUP INC Financial Services 3,251.0 $333K 0.17% +433.0 +15.4% $102.38 -0.5%
37 TIP ISHARES TR 3,025.0 $332K 0.17% NEW $109.91 +0.4%
38 PHM PULTE GROUP INC Consumer Cyclical 2,772.0 $325K 0.16% -164.0 -5.6% $117.27 -0.9%
39 CF CF INDS HLDGS INC Basic Materials 4,120.0 $319K 0.16% NEW $77.34 +57.3%
40 MOH MOLINA HEALTHCARE INC Healthcare 1,790.0 $311K 0.16% NEW $173.54 +4.4%
Page 2 of 3  ·  49 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
Financial Services 24.3%
Energy 17.2%
Consumer Cyclical 13.5%
Technology 11.4%
Communication Services 10.8%
Industrials 8.7%
Healthcare 6.6%
Consumer Defensive 5.1%
Basic Materials 2.4%