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Portfolio (Quarterly) Guide ↗

Horizon Investment Services, LLC

· CIK 0001426940
13F Portfolio $288M AUM 137 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 42 Added 55 Reduced 21 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TILE INTERFACE INC Consumer Cyclical 13,433.0 $335K 0.12% +5K +69.2% $24.92 +15.4%
42 MO ALTRIA GROUP INC Consumer Defensive 4,215.0 $278K 0.10% +43.0 +1.0% $66.00 +11.7%
Page 3 of 3  ·  42 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 42.4%
Financial Services 17.0%
Industrials 12.0%
Communication Services 11.0%
Consumer Cyclical 5.5%
Healthcare 4.7%
Utilities 4.5%
Energy 1.6%
Consumer Defensive 1.2%