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Portfolio (Quarterly) Guide ↗

Horizon Advisory Services, Inc.

· CIK 0001799006
13F Portfolio $238M AUM 51 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 12 Added 28 Reduced 6 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CF CF INDUSTRIES HOLD Basic Materials 3,693.0 $400K 0.17% -427.0 -10.4% $108.26 +23.2%
22 DVN DEVON ENERGY CORP NEW Energy 9,507.0 $393K 0.17% -1K -10.8% $41.32 +16.3%
23 MOH MOLINA HEALTHCARE INC Healthcare 1,710.0 $391K 0.17% -80.0 -4.5% $228.70 -12.2%
24 EOG EOG RES INC Energy 3,003.0 $390K 0.16% -310.0 -9.4% $129.73 +11.9%
25 ALL ALLSTATE CORP Financial Services 1,607.0 $382K 0.16% -156.0 -8.8% $237.94 +9.1%
26 XOM EXXON MOBIL CORP Energy 2,795.0 $382K 0.16% -206.0 -6.9% $136.72 +16.6%
27 FANG DIAMONDBACK ENERGY INC Energy 2,169.0 $381K 0.16% -246.0 -10.2% $175.78 +13.3%
28 PHM PULTE GROUP INC Consumer Cyclical 2,542.0 $349K 0.15% -230.0 -8.3% $137.22 -9.3%
29 TROW PRICE T ROWE GROUP INC Financial Services 3,056.0 $347K 0.15% -195.0 -6.0% $113.69 -3.4%
30 ACGL ARCH CAP GROUP LTD Financial Services 3,535.0 $343K 0.14% -349.0 -9.0% $97.06 +1.1%
31 SYF SYNCHRONY FINANCIAL Financial Services 4,407.0 $335K 0.14% -336.0 -7.1% $76.05 +5.1%
32 HRL HORMEL FOODS CORP Consumer Defensive 13,171.0 $327K 0.14% -1K -7.5% $24.82 -13.2%
33 TMUS T-MOBILE US INC Communication Services 1,942.0 $326K 0.14% +416.0 +27.3% $167.73 +8.2%
34 DHI D R HORTON INC Consumer Cyclical 1,999.0 $326K 0.14% -150.0 -7.0% $162.88 -12.4%
35 RJF RAYMOND JAMES FINL INC Financial Services 1,948.0 $296K 0.12% -143.0 -6.8% $152.03 +17.3%
36 GE GE AEROSPACE Industrials 786.0 $294K 0.12% +42.0 +5.7% $373.73 -9.8%
37 IVV ISHARES TR 390.0 $292K 0.12% +2.0 +0.5% $748.89 +3.3%
38 OMC OMNICOM GROUP INC Communication Services 3,967.0 $289K 0.12% -349.0 -8.1% $72.83 +13.4%
39 FOX FOX CORP 5,997.0 $281K 0.12% -528.0 -8.1% $46.84
40 IGLD FIRST TR EXCHANGE-TRADED FD 13,241.0 $279K 0.12% -308.0 -2.3% $21.06 +1.9%
Page 2 of 3  ·  50 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 25.4%
Energy 20.1%
Industrials 13.9%
Consumer Cyclical 12.1%
Healthcare 6.7%
Communication Services 6.6%
Technology 6.2%
Consumer Defensive 4.4%
Basic Materials 3.0%
Utilities 1.7%