account_balance

Investment manager · 13F filer · SEC CIK 1674020

Horizon Financial Services, LLC

Reported value$266Mas of Sep 30, 2026
Positions692 153 new, 73 sold out
Top 10 weight56.7%SPYG alone is 9%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
SPYG Spyg 8.8% Added +3%
SPYV Spyv 7.8% Added +2%
SPSB 7.7% Added +4%
XLK 5.9% Added +13%
SPDW 5.5% Added +3%
SCHM 4.9% Trimmed −5%
SPHY Sphy 4.5% Added +4%
VGSH 4.0% Held
SRLN 3.9% Held
SCHA Scha 3.6% Added +5%
XLF 3.0% Added +36%
SPEM Spem 2.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
  • GOOGL +161%
  • XLU +85%
  • XLC +50%
  • XLF +36%
arrow_downwardTrimmed
  • VTIP −19%
  • FLRN −17%
  • SCHR −17%
  • XLI −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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