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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UBER UBER TECHNOLOGIES INC Technology 5,269.0 $379K 0.13% -18K -77.2% $71.93 +3.7%
102 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,120.0 $379K 0.13% +140.0 +14.3% $337.95 +18.8%
103 AVEM AMERICAN CENTY ETF TR 4,664.0 $376K 0.13% NEW $80.58 +15.5%
104 SCHD SCHWAB STRATEGIC TR 12,065.0 $370K 0.13% $30.68 +5.1%
105 DUK DUKE ENERGY CORP NEW Utilities 2,691.0 $352K 0.12% $130.97 -4.8%
106 GCT GIGACLOUD TECHNOLOGY INC Technology 7,535.0 $342K 0.12% NEW $45.38 -15.1%
107 NJR NEW JERSEY RES CORP Utilities 6,142.0 $337K 0.12% -390.0 -6.0% $54.92 +4.1%
108 TILE INTERFACE INC Consumer Cyclical 13,433.0 $335K 0.12% +5K +69.2% $24.92 +15.4%
109 OGS ONE GAS INC Utilities 3,809.0 $328K 0.11% -313.0 -7.6% $86.14 -4.4%
110 TAYD TAYLOR DEVICES INC Industrials 5,660.0 $323K 0.11% NEW $57.00 -10.3%
111 PH PARKER-HANNIFIN CORP Industrials 356.0 $319K 0.11% -5.0 -1.4% $896.05 -4.1%
112 TMO THERMO FISHER SCIENTIFIC INC Healthcare 623.0 $306K 0.11% -282.0 -31.2% $491.53 -8.1%
113 FE FIRSTENERGY CORP Utilities 5,826.0 $295K 0.10% -369.0 -6.0% $50.66 -10.2%
114 ABBV ABBVIE INC Healthcare 1,354.0 $295K 0.10% -219.0 -13.9% $217.60 -1.4%
115 POR PORTLAND GEN ELEC CO Utilities 5,561.0 $293K 0.10% -243.0 -4.2% $52.78 -5.8%
116 SR SPIRE INC Utilities 3,195.0 $289K 0.10% -292.0 -8.4% $90.55 -4.2%
117 ED CONSOLIDATED EDISON INC Utilities 2,507.0 $284K 0.10% NEW $113.18 -5.1%
118 MO ALTRIA GROUP INC Consumer Defensive 4,215.0 $278K 0.10% +43.0 +1.0% $66.00 +11.7%
119 PG PROCTER & GAMBLE CO Consumer Defensive 1,829.0 $264K 0.09% -260.0 -12.4% $144.50 -1.4%
120 CVX CHEVRON CORPORATION Energy 1,246.0 $258K 0.09% NEW $207.00 -7.7%
Page 6 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%