account_balance
Investment manager · 13F filer · SEC CIK 1426940
Horizon Investment Services, LLC
Reported value$331Mas of Sep 30, 2026
Positions144 15 new, 14 sold out
Top 10 weight40.1%NVDA alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.4%
LRCXLam Research Corp
5.1%Trimmed −4%
GOOGLAlphabet Inc.
4.6%
MUMicron Technology Inc
4.4%Trimmed −6%
VCSHVanguard Scottsdale FDS
4.2%Trimmed −3%
MSFTMicrosoft Corp
3.2%Added +3%
AVGOBroadcom Inc.
3.1%
AAPLApple Inc.
2.9%
DELLDell Technologies Inc.
2.8%Trimmed −3%
FIXComfort Systems USA Inc
2.3%−5%
SPHYSPDR Series Trust
2.1%Trimmed −3%
AMZNAmazon.com Inc
2.0%Added +2%
NVDANVIDIA Corp
7.4%
LRCXLam Research Corp
5.1%Trimmed −4%
GOOGLAlphabet Inc.
4.6%
MUMicron Technology Inc
4.4%Trimmed −6%
VCSHVanguard Scottsdale FDS
4.2%Trimmed −3%
MSFTMicrosoft Corp
3.2%
AVGOBroadcom Inc.
3.1%
AAPLApple Inc.
2.9%
DELLDell Technologies Inc.
2.8%
FIX2.3%SPHY
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.4% HeldLRCX Lam Research Corp 5.1% Trimmed −4%GOOGL Alphabet Inc. 4.6% HeldMU Micron Technology Inc 4.4% Trimmed −6%
VCSH Vanguard Scottsdale FDS 4.2% Trimmed −3%
MSFT Microsoft Corp 3.2% Added +3%AVGO Broadcom Inc. 3.1% HeldAAPL Apple Inc. 2.9% HeldDELL Dell Technologies Inc. 2.8% Trimmed −3%FIX Comfort Systems USA Inc 2.3% Trimmed −5%SPHY SPDR Series Trust 2.1% Trimmed −3%
AMZN Amazon.com Inc 2.0% Added +2%What changed
Biggest moves since Jun 30, 2026
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