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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFG NATIONAL FUEL GAS CO Energy 6,401.0 $601K 0.21% -385.0 -5.7% $93.96 -13.5%
82 JPM JPMORGAN CHASE & CO Financial Services 1,894.0 $557K 0.19% $294.28 +3.0%
83 VRT VERTIV HOLDINGS CO Industrials 2,165.0 $543K 0.19% -25.0 -1.1% $250.58 +26.0%
84 AROC ARCHROCK INC Energy 14,741.0 $513K 0.18% NEW $34.80 +6.0%
85 WMT WALMART INC Consumer Defensive 4,095.0 $509K 0.18% -166.0 -3.9% $124.31 +5.3%
86 IWD ISHARES TR 2,308.0 $493K 0.17% +406.0 +21.4% $213.67 +9.8%
87 ATO ATMOS ENERGY CORP Utilities 2,633.0 $486K 0.17% -251.0 -8.7% $184.75 -3.9%
88 NI NISOURCE INC Utilities 10,322.0 $482K 0.17% -770.0 -6.9% $46.66 +2.2%
89 UGI UGI CORP NEW Utilities 12,958.0 $472K 0.16% -1K -8.4% $36.42 -3.6%
90 CVSA COVISTA INC Consumer Cyclical 4,011.0 $462K 0.16% +863.0 +27.4% $115.25 +7.7%
91 EVER EVERQUOTE INC Communication Services 28,785.0 $444K 0.15% +3K +13.6% $15.42 +20.8%
92 JNJ JOHNSON & JOHNSON Healthcare 1,768.0 $432K 0.15% -27.0 -1.5% $244.49 -5.2%
93 NEE NEXTERA ENERGY INC Utilities 4,449.0 $413K 0.14% -688.0 -13.4% $92.89 -3.4%
94 DGII DIGI INTL INC Technology 8,370.0 $403K 0.14% +3K +58.4% $48.20 +32.9%
95 EFA ISHARES TR 4,122.0 $400K 0.14% $97.13 +7.3%
96 IVV ISHARES TR 603.0 $394K 0.14% $654.01 +14.1%
97 ENS ENERSYS Industrials 2,254.0 $392K 0.14% NEW $173.72 +37.5%
98 IJR ISHARES TR 3,093.0 $385K 0.13% $124.35 +9.6%
99 STRT STRATTEC SEC CORP Consumer Cyclical 4,846.0 $380K 0.13% +236.0 +5.1% $78.34 -9.8%
100 ASML ASML HLDG NV Technology 287.0 $379K 0.13% NEW $1320.83 +20.5%
Page 5 of 7  ·  137 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%