HORIZON FINANCIAL SERVICES, LLC
Sector Allocation
- Other86.6%$225.8M
- Technology5.1%$13.3M
- Financials2.7%$7.0M
- Industrials1.4%$3.8M
- Healthcare1.3%$3.5M
- Consumer Discretionary1.1%$2.8M
- Utilities0.6%$1.5M
- Consumer Staples0.6%$1.5M
- Communication Services0.3%$820,702
- Energy0.2%$511,351
AUM History
13fpro.ai/research/fund/horizon-financial-services-llc-1674020
Conviction and streaks
Stable · top 10 = 56.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPYG$21.9M
- SPYV$20.2M
- SPSB$19.9M
- SCHM$14.9M
- SPDW$14.2M
- XLK$13.6M
- SPHY$11.9M
- VGSH$10.7M
- SRLN$10.4M
- SCHA$10.1M
- XLF$5.8M
- SPEM$5.6M
- ICVT$5.1M
- SCHP$5.0M
- SPMB$4.7M
- VCLT$4.6M
- VSS$4.0M
- SPTL$3.4M
STT
$3.4M- XLI$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/horizon-financial-services-llc-1674020
HORIZON FINANCIAL SERVICES, LLC 13F holdings — Q2 2026
$260.8M portfolio (+15.3% QoQ) · 646 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio
- 1
SPYG - ETF
$21.9M
8.4% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPYV - ETF
$20.2M
7.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPSB - ETF
$19.9M
7.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHM - ETF
$14.9M
5.7% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDW - ETF
$14.2M
5.5% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
XLK - ETF
$13.6M
5.2% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPHY - ETF
$11.9M
4.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VGSH - ETF
$10.7M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SRLN - ETF
$10.4M
4.0% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHA - ETF
$10.1M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG - ETF | $21.9M | 8.4% | -0.4% | — | — | — | — | |
| 2 | SPYV - ETF | $20.2M | 7.8% | +4% | — | — | — | — | |
| 3 | SPSB - ETF | $19.9M | 7.6% | +4% | — | — | — | — | |
| 4 | SCHM - ETF | $14.9M | 5.7% | +1.0% | — | — | — | — | |
| 5 | SPDW - ETF | $14.2M | 5.5% | +1.0% | — | — | — | — | |
| 6 | XLK - ETF | $13.6M | 5.2% | +16% | — | — | — | — | |
| 7 | SPHY - ETF | $11.9M | 4.6% | +4% | — | — | — | — | |
| 8 | VGSH - ETF | $10.7M | 4.1% | +2% | — | — | — | — | |
| 9 | SRLN - ETF | $10.4M | 4.0% | -6% | — | — | — | — | |
| 10 | SCHA - ETF | $10.1M | 3.9% | +3% | — | — | — | — |
All holdings — HORIZON FINANCIAL SERVICES, LLC (Q2 2026)
646 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | XLF - ETFetf/fund | — | $5.8M | 2.2% | 108K | +16% | — | — | 13F |
| 12 | — | SPEM - ETFetf/fund | — | $5.6M | 2.1% | 108K | +5% | — | — | 13F |
| 13 | — | ICVT - ETFetf/fund | — | $5.1M | 2.0% | 42K | +2% | — | — | 13F |
| 14 | — | SCHP - ETFetf/fund | — | $5.0M | 1.9% | 188K | +5% | — | — | 13F |
| 15 | — | SPMB - ETFetf/fund | — | $4.7M | 1.8% | 210K | +0.0% | — | — | 13F |
| 16 | — | VCLT - ETFetf/fund | — | $4.6M | 1.8% | 61K | +6% | — | — | 13F |
| 17 | — | VSS - ETFetf/fund | — | $4.0M | 1.5% | 26K | +4% | — | — | 13F |
| 18 | — | SPTL - ETFetf/fund | — | $3.4M | 1.3% | 130K | +4% | — | — | 13F |
| 19 | STATE STREET CORPetf/fund | Financials | $3.4M | 1.3% | 77K | +4% | 5+ qtrs | 71.5 | 13F | |
| 20 | — | XLI - ETFetf/fund | — | $3.3M | 1.3% | 18K | -1% | — | — | 13F |
| 21 | SYNOPSYS INCetf/fund | Technology | $3.3M | 1.3% | 50K | +4% | 5+ qtrsAdded 4 qtrs in a row | 67.7 | 13F | |
| 22 | — | XLV - ETFetf/fund | — | $3.3M | 1.3% | 21K | +8% | — | — | 13F |
| 23 | — | GLDM - ETFetf/fund | — | $2.8M | 1.1% | 36K | New | — | — | 13F |
| 24 | — | MLPX - ETFetf/fund | — | $2.8M | 1.1% | 38K | +3% | — | — | 13F |
| 25 | — | XLP - ETFetf/fund | — | $2.7M | 1.1% | 33K | +33% | — | — | 13F |
| 26 | — | FPE - ETF | — | $2.6M | 1.0% | 147K | +6% | |||
| 27 | — | XLY - ETF | — | $2.6M | 1.0% | 22K | +10% | |||
| 28 | — | XLC - ETF | — | $1.9M | 0.8% | 18K | +5% | |||
| 29 | — | SJNK - ETF | — | $1.8M | 0.7% | 74K | -26% | |||
| 30 | $AAPL | Apple Inc. | Technology | $1.8M | 0.7% | 6,321 | +25% | |||
| 31 | — | FLRN - ETF | — | $1.7M | 0.7% | 56K | -26% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.6% | 1,359 | +38% | |||
| 33 | $MSFT | MICROSOFT CORP | Technology | $1.6M | 0.6% | 4,360 | +17% | |||
| 34 | — | VCIT - ETF | — | $1.6M | 0.6% | 19K | -30% | |||
| 35 | $NVDA | NVIDIA CORP | Technology | $1.3M | 0.5% | 6,565 | +24% | |||
| 36 | — | XLB - ETF | — | $1.2M | 0.5% | 24K | +6% | |||
| 37 | $DUK | Duke Energy CORP | Utilities | $1.1M | 0.4% | 8,934 | +3% | |||
| 38 | — | JPST - ETF | — | $964K | 0.4% | 19K | -27% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $905K | 0.3% | 2,567 | +0.6% | |||
| 40 | — | VTIP - ETF | — | $862K | 0.3% | 17K | +8% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $846K | 0.3% | 1,149 | +18% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $837K | 0.3% | 786 | +2707% | |||
| 43 | — | XLU - ETF | — | $806K | 0.3% | 18K | -44% | |||
| 44 | — | XLE - ETF | — | $796K | 0.3% | 15K | +6% | |||
| 45 | — | SCHR - ETF | — | $734K | 0.3% | 30K | -28% | |||
| 46 | $AVGO | Broadcom Inc. | Technology | $637K | 0.2% | 1,687 | +51% | |||
| 47 | $CW | CURTISS WRIGHT CORP | Industrials | $619K | 0.2% | 817 | +0.5% | |||
| 48 | — | VOE - ETF | — | $592K | 0.2% | 2,994 | +44% | |||
| 49 | $AMZN | AMAZON COM INC | Consumer Discretionary | $559K | 0.2% | 2,347 | +7% | |||
| 50 | $JPM | JPMORGAN CHASE & CO | Financials | $552K | 0.2% | 1,687 | +534% | |||
| 51 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $538K | 0.2% | 1,295 | +68% | |||
| 52 | — | VUG - ETF | — | $511K | 0.2% | 5,931 | +508% | |||
| 53 | $GE | GENERAL ELECTRIC CO | Industrials | $494K | 0.2% | 1,323 | +58% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $494K | 0.2% | 2,800 | — | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $477K | 0.2% | 24K | -27% | |||
| 56 | — | VOT - ETF | — | $466K | 0.2% | 1,521 | +43% | |||
| 57 | $JNJ | JOHNSON & JOHNSON | Healthcare | $419K | 0.2% | 1,651 | +1096% | |||
| 58 | — | IVW - ETF | — | $404K | 0.1% | 2,937 | New | |||
| 59 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $393K | 0.1% | 1,781 | +11% | |||
| 60 | $GOOGL | Alphabet Inc. | Technology | $388K | 0.1% | 1,087 | +76% | |||
| 61 | $GOOG | Alphabet Inc. | Technology | $377K | 0.1% | 1,067 | +40% | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $377K | 0.1% | 669 | +72% | |||
| 63 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $368K | 0.1% | 1,169 | +135% | |||
| 64 | $INTC | INTEL CORP | Technology | $363K | 0.1% | 2,601 | +11% | |||
| 65 | — | VGT - ETF | — | $358K | 0.1% | 2,992 | +700% | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $348K | 0.1% | 296 | +64% | |||
| 67 | — | IVE - ETF | — | $347K | 0.1% | 1,527 | New | |||
| 68 | $NFLX | NETFLIX INC | Communication Services | $345K | 0.1% | 4,825 | +161% | |||
| 69 | — | VBR - ETF | — | $324K | 0.1% | 1,333 | +42% | |||
| 70 | $TSLA | Tesla, Inc. | Consumer Discretionary | $316K | 0.1% | 752 | +45% | |||
| 71 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $299K | 0.1% | 414 | +4% | |||
| 72 | — | VBK - ETF | — | $295K | 0.1% | 807 | +42% | |||
| 73 | $DELL | Dell Technologies Inc. | Technology | $283K | 0.1% | 657 | — | |||
| 74 | — | BSJQ - ETF | — | $262K | 0.1% | 11K | — | |||
| 75 | $AON | Aon plc | Financials | $260K | 0.1% | 783 | +2% | |||
| 76 | $T | AT&T INC. | Communication Services | $257K | 0.1% | 12K | +21% | |||
| 77 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $245K | 0.1% | 872 | +36% | |||
| 78 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $238K | 0.1% | 1,187 | — | |||
| 79 | $TFC | TRUIST FINANCIAL CORP | Financials | $208K | 0.1% | 4,175 | +527% | |||
| 80 | — | EMHY - ETF | — | $187K | 0.1% | 4,608 | -21% | |||
| 81 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $183K | 0.1% | 1,554 | — | |||
| 82 | $CSX | CSX CORP | Industrials | $178K | 0.1% | 3,744 | New | |||
| 83 | $CVX | CHEVRON CORP | Energy | $164K | 0.1% | 987 | +18% | |||
| 84 | — | EFV - ETF | — | $160K | 0.1% | 2,092 | New | |||
| 85 | — | IJH - ETF | — | $148K | 0.1% | 1,917 | — | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $145K | 0.1% | 5,394 | +29% | |||
| 87 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $143K | 0.1% | 977 | +452% | |||
| 88 | — | EFG - ETF | — | $139K | 0.1% | 1,118 | New | |||
| 89 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $137K | 0.1% | 275 | +20% | |||
| 90 | $RTX | RTX Corp | Industrials | $134K | 0.1% | 708 | New | |||
| 91 | $V | VISA INC. | Financials | $131K | 0.1% | 382 | +31% | |||
| 92 | $ENB | ENBRIDGE INC | Energy | $130K | 0.1% | 2,403 | +23% | |||
| 93 | $WMT | Walmart Inc. | Consumer Staples | $129K | 0.1% | 1,138 | +53% | |||
| 94 | $EOI | Eaton Vance Enhanced Equity Income Fund | Other | $125K | 0.1% | 6,350 | New | |||
| 95 | $PM | Philip Morris International Inc. | Consumer Staples | $125K | 0.1% | 689 | +59% | |||
| 96 | — | DFAU - ETF | — | $123K | 0.1% | 2,386 | — | |||
| 97 | $SO | SOUTHERN CO | Utilities | $114K | 0.0% | 1,188 | — | |||
| 98 | $RY | ROYAL BANK OF CANADA | Financials | $113K | 0.0% | 548 | -11% | |||
| 99 | $MMM | 3M CO | Healthcare | $111K | 0.0% | 686 | +24% | |||
| 100 | — | BSJR - ETF | — | $109K | 0.0% | 4,880 | — | |||
| 101 | $ABBV | AbbVie Inc. | Healthcare | $106K | 0.0% | 420 | +182% | |||
| 102 | $CCZ | COMCAST CORP | Communication Services | $99K | 0.0% | 4,021 | +17% | |||
| 103 | $MA | Mastercard Inc | Financials | $90K | 0.0% | 175 | -34% | |||
| 104 | $MRK | Merck & Co., Inc. | Healthcare | $88K | 0.0% | 685 | +174% | |||
| 105 | — | CMBS - ETF | — | $88K | 0.0% | 1,807 | -24% | |||
| 106 | — | IAGG - ETF | — | $87K | 0.0% | 1,726 | -24% | |||
| 107 | — | STNC - Stock | — | $87K | 0.0% | 2,248 | — | |||
| 108 | $SPY | SPDR S&P 500 ETF TRUST | — | $84K | 0.0% | 112 | -43% | |||
| 109 | $CRM | Salesforce, Inc. | Technology | $82K | 0.0% | 522 | +25% | |||
| 110 | — | SCHG - ETF | — | $79K | 0.0% | 2,332 | — | |||
| 111 | — | SCHV - ETF | — | $78K | 0.0% | 2,244 | — | |||
| 112 | $BNY | Bank of New York Mellon Corp | Financials | $76K | 0.0% | 526 | +29% | |||
| 113 | $VRT | Vertiv Holdings Co | Technology | $74K | 0.0% | 220 | — | |||
| 114 | $KLAC | KLA CORP | Technology | $74K | 0.0% | 244 | +1335% | |||
| 115 | — | DFAS - ETF | — | $73K | 0.0% | 890 | — | |||
| 116 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $73K | 0.0% | 531 | +45% | |||
| 117 | $CSCO | CISCO SYSTEMS, INC. | Technology | $71K | 0.0% | 605 | +86% | |||
| 118 | $MS | MORGAN STANLEY | Financials | $68K | 0.0% | 327 | +88% | |||
| 119 | — | DFAI - ETF | — | $67K | 0.0% | 1,635 | +0.4% | |||
| 120 | $HPE | Hewlett Packard Enterprise Co | Technology | $67K | 0.0% | 1,482 | +82% | |||
| 121 | — | VEA - ETF | — | $67K | 0.0% | 937 | New | |||
| 122 | $FLEX | FLEX LTD. | Technology | $66K | 0.0% | 410 | — | |||
| 123 | — | REET - ETF | — | $66K | 0.0% | 2,390 | +1% | |||
| 124 | $AJG | Arthur J. Gallagher & Co. | Financials | $66K | 0.0% | 287 | +114% | |||
| 125 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $66K | 0.0% | 113 | +20% | |||
| 126 | $MCO | MOODYS CORP /DE/ | Financials | $64K | 0.0% | 141 | +44% | |||
| 127 | $AMGN | AMGEN INC | Healthcare | $61K | 0.0% | 169 | +5533% | |||
| 128 | $PLTR | Palantir Technologies Inc. | Technology | $61K | 0.0% | 520 | — | |||
| 129 | — | SCCO - Stock | — | $60K | 0.0% | 343 | New | |||
| 130 | $PANW | Palo Alto Networks Inc | Technology | $60K | 0.0% | 175 | +52% | |||
| 131 | $CARR | CARRIER GLOBAL Corp | Industrials | $57K | 0.0% | 781 | +551% | |||
| 132 | $MSI | Motorola Solutions, Inc. | Technology | $56K | 0.0% | 136 | +162% | |||
| 133 | $ACHR | Archer Aviation Inc. | Industrials | $56K | 0.0% | 12K | — | |||
| 134 | $TT | Trane Technologies plc | Technology | $56K | 0.0% | 113 | +20% | |||
| 135 | $AXP | AMERICAN EXPRESS CO | Financials | $55K | 0.0% | 164 | +95% | |||
| 136 | $NXPI | NXP Semiconductors N.V. | Technology | $55K | 0.0% | 197 | +26% | |||
| 137 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $55K | 0.0% | 237 | New | |||
| 138 | $FSLR | FIRST SOLAR, INC. | Technology | $55K | 0.0% | 233 | +32% | |||
| 139 | $WRB | BERKLEY W R CORP | Financials | $55K | 0.0% | 778 | +23% | |||
| 140 | $KO | COCA COLA CO | Consumer Staples | $54K | 0.0% | 661 | +29% | |||
| 141 | $MKL | MARKEL GROUP INC. | Financials | $53K | 0.0% | 27 | New | |||
| 142 | — | SUB - ETF | — | $52K | 0.0% | 491 | +4% | |||
| 143 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $51K | 0.0% | 792 | +114% | |||
| 144 | — | SMH - ETF | — | $51K | 0.0% | 77 | — | |||
| 145 | $PAYX | PAYCHEX INC | Technology | $50K | 0.0% | 509 | +119% | |||
| 146 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $49K | 0.0% | 227 | +23% | |||
| 147 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $49K | 0.0% | 324 | +43% | |||
| 148 | — | VOO - ETF | — | $49K | 0.0% | 71 | +318% | |||
| 149 | $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | Other | $48K | 0.0% | 3,100 | New | |||
| 150 | $BX | Blackstone Inc. | Financials | $46K | 0.0% | 394 | +8% |
What changed in Q2 2026
Against the previous quarter's 13F: 226 new, 215 added to, 46 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (226)
- GLDM - ETF$2.8M
first bought this quarter
- IVW - ETF$404K
first bought this quarter
- IVE - ETF$347K
first bought this quarter
$CSXCSX CORP$178K
first bought this quarter
- EFV - ETF$160K
first bought this quarter
- EFG - ETF$139K
first bought this quarter
+220 more in the Excel export
Added to (215)
- XLK - ETF+16%
now $13.6M
- SPSB - ETF+4%
now $19.9M
$CATCATERPILLAR INC+2707%
now $837K · held 5+ qtrs, 4 adds in a row
- SPYV - ETF+4%
now $20.2M
- XLF - ETF+16%
now $5.8M
- XLP - ETF+33%
now $2.7M
+209 more in the Excel export
Trimmed (46)
- SRLN - ETF-6%
now $10.4M
- VCIT - ETF-30%
now $1.6M
- SJNK - ETF-26%
now $1.8M
- XLU - ETF-44%
now $806K
- FLRN - ETF-26%
now $1.7M
- JPST - ETF-27%
now $964K
+40 more in the Excel export
Holdings by quarter
Every 13F HORIZON FINANCIAL SERVICES, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow HORIZON FINANCIAL SERVICES?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HORIZON FINANCIAL SERVICES's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+7.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HORIZON FINANCIAL SERVICES, LLC disclosed 646 positions worth $260.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 226 new positions and exited 8 and a full exit from $GLDM. The portfolio is most concentrated in Other (86.6% of disclosed assets). All figures are sourced directly from HORIZON FINANCIAL SERVICES, LLC’s Form 13F-HR filing with the SEC under CIK 1674020.
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AI-Powered Hedge Fund Analysis: HORIZON FINANCIAL SERVICES, LLC
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Every holding in HORIZON FINANCIAL SERVICES, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.