Horizon Investment Services, LLC

CIK

1426940

Location

HAMMOND, IN

Portfolio Value

Small $220,062,566

Diversification

Diversified

Filing Date

Global Rank

#3,657 / 8,232 ▲ 315

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

+3.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.0%

SPY

+76.3%

Annualised alpha

+3.7%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

101 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−1.4 pts

Top 5

27.6%

−4.4 pts

Top 10

41.6%

−5.2 pts

HHI

285

Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$86,258,747	19
Financial Services	15.4%	$33,910,992	13
Communication Services	12.2%	$26,935,135	6
Industrials	11.9%	$26,087,027	17
Healthcare	5.7%	$12,617,812	8
Consumer Cyclical	5.2%	$11,455,311	7
Utilities	4.5%	$9,810,492	16
Energy	2.7%	$5,945,642	7
Unclassified	1.8%	$3,915,046	1
Consumer Defensive	1.4%	$3,126,362	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLS	Flowserve Corp	+24,201	35,968	$2,644,007
AEP	American Electric Power Co Inc	+20,934	22,739	$2,980,628
NYT	New York Times Co	+11,601	20,311	$1,700,640
GMED	Globus Medical Inc	+11,538	29,159	$2,512,339
JBL	Jabil Inc	+10,673	12,308	$3,269,374
CB	Chubb Ltd	+7,887	10,574	$3,446,383
EXPE	Expedia Group, Inc.	+7,428	8,714	$2,011,975
TILE	Interface Inc	+5,492	13,433	$334,750
EVER	EverQuote, Inc.	+3,448	28,785	$443,864
DGII	Digi International Inc	+3,085	8,370	$403,434
TEL	TE Connectivity plc	+2,842	16,076	$3,360,205
PAHC	Phibro Animal Health Corp	+2,485	35,726	$1,976,005
LLY	ELI LILLY & Co	+2,152	3,497	$3,216,435
AX	Axos Financial, Inc.	+2,096	12,592	$1,071,453
ENVA	Enova International, Inc.	+2,025	9,534	$1,295,003
MU	Micron Technology Inc	+1,211	15,918	$5,377,737
SCHW	Schwab Charles Corp	+1,022	26,099	$2,452,784
CVSA	Covista Inc.	+863	4,011	$462,267
COST	Costco Wholesale Corp /New	+443	785	$782,197
KLAC	Kla Corp	+361	2,637	$3,882,745
STRT	Strattec Security Corp	+236	4,846	$379,635
HALO	Halozyme Therapeutics, Inc.	+180	30,892	$1,996,549
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+140	1,120	$378,504
RMD	Resmed Inc	+88	8,391	$1,883,611
MO	Altria Group, Inc.	+43	4,215	$278,147
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−17,820	5,269	$378,999
PRIM	Primoris Services Corp	−8,420	6,447	$922,178
STRL	Sterling Infrastructure, Inc.	−3,973	8,754	$3,565,241
NVDA	Nvidia Corp	−3,701	109,704	$19,132,377
NXT	Nextpower Inc.	−3,187	8,382	$1,010,450
TTMI	Ttm Technologies Inc	−1,834	26,342	$2,566,237
GOOGL	Alphabet Inc.	−1,772	45,443	$13,067,589
APP	AppLovin Corp	−1,759	14,421	$5,739,558
APH	Amphenol Corp /De/	−1,285	38,457	$4,859,041
AAPL	Apple Inc.	−1,200	29,651	$7,525,127
UGI	Ugi Corp /Pa/	−1,189	12,958	$471,930
ESQ	Esquire Financial Holdings, Inc.	−990	34,934	$3,755,405
NI	Nisource Inc.	−770	10,322	$481,624
NEE	Nextera Energy Inc	−688	4,449	$413,223
TSLA	Tesla, Inc.	−650	2,315	$860,601
AVGO	Broadcom Inc.	−617	30,027	$9,293,656
AMAT	Applied Materials Inc /De	−546	11,566	$3,953,143
V	Visa Inc.	−534	15,880	$4,799,571
EME	EMCOR Group, Inc.	−526	7,299	$5,388,924
AMZN	Amazon Com Inc	−501	25,456	$5,301,721
MSFT	Microsoft Corp	−436	19,886	$7,361,200
XOM	Exxon Mobil Corp	−401	5,029	$853,220
NJR	New Jersey Resources Corp	−390	6,142	$337,318
NFG	National Fuel Gas Co	−385	6,401	$601,437
FIX	Comfort Systems USA Inc	−379	5,143	$7,092,145
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	54,616	$11,669,254
FTI	TechnipFMC plc	35,894	$2,481,352
DELL	Dell Technologies Inc.	6,801	$1,116,248
THR	Thermon Group Holdings, Inc.	18,112	$912,844
AME	Ametek Inc/	3,923	$840,934
IMAX	Imax Corp	21,122	$802,847
AROC	Archrock, Inc.	14,741	$512,986
ENS	EnerSys	2,254	$391,564
ASML	Asml Holding NV	287	$379,078
GCT	GigaCloud Technology Inc	7,535	$341,938
TAYD	Taylor Devices, Inc.	5,660	$322,620
ED	Consolidated Edison Inc	2,507	$283,742
CVX	Chevron Corp	1,246	$257,797
NWN	Northwest Natural Holding Co	4,462	$237,467
CMS	Cms Energy Corp	2,908	$225,602
EPD	Enterprise Products Partners L.P.	5,780	$218,715
CAT	Caterpillar Inc	297	$210,412
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	25,976	$2,955,289
GD	General Dynamics Corp	7,980	$2,686,546
COF	Capital One Financial Corp	10,820	$2,622,335
VEEV	Veeva Systems Inc	7,642	$1,705,923
QLYS	Qualys, Inc.	7,122	$946,513
IBEX	IBEX Ltd	10,745	$410,244
BKH	Black Hills Corp /Sd/	5,044	$350,154
UNH	Unitedhealth Group Inc	1,046	$345,295
LYFT	Lyft, Inc.	17,348	$336,030
XEL	Xcel Energy Inc	4,514	$333,404
VMI	Valmont Industries Inc	783	$315,016
PGNY	Progyny, Inc.	11,378	$292,187
HURN	Huron Consulting Group Inc.	1,622	$280,460
EVRG	Evergy, Inc.	3,019	$218,847
HD	Home Depot, Inc.	631	$217,127
ORCL	Oracle Corp	1,069	$208,358
NRG	Nrg Energy, Inc.	1,270	$202,234
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 positions · $220,062,566 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	109,704	-3,701	$19,132,377	−9.5%	8.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	45,443	-1,772	$13,067,589	−11.6%	5.94%
LRCX	Lam Research Corp Technology	NEW	54,616	NEW	$11,669,254	NEW	5.30%
AVGO	Broadcom Inc. Technology	Reduced	30,027	-617	$9,293,656	−12.4%	4.22%
AAPL	Apple Inc. Technology	Reduced	29,651	-1,200	$7,525,127	−10.3%	3.42%
MSFT	Microsoft Corp Technology	Reduced	19,886	-436	$7,361,200	−25.1%	3.35%
FIX	Comfort Systems USA Inc Industrials	Reduced	5,143	-379	$7,092,145	+37.6%	3.22%
APP	AppLovin Corp Communication Services	Reduced	14,421	-1,759	$5,739,558	−47.4%	2.61%
EME	EMCOR Group, Inc. Industrials	Reduced	7,299	-526	$5,388,924	+12.6%	2.45%
MU	Micron Technology Inc Technology	Added	15,918	+1,211	$5,377,737	+28.1%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,456	-501	$5,301,721	−11.5%	2.41%
META	Meta Platforms, Inc. Communication Services	Added	9,055	+40	$5,180,637	−12.9%	2.35%
APH	Amphenol Corp /De/ Technology	Reduced	38,457	-1,285	$4,859,041	−9.5%	2.21%
V	Visa Inc. Financial Services	Reduced	15,880	-534	$4,799,571	−16.6%	2.18%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	34,240	-4	$4,630,275	−1.9%	2.10%
NTRS	Northern Trust Corp Financial Services	Reduced	29,319	-193	$4,092,052	+1.5%	1.86%
AMAT	Applied Materials Inc /De Technology	Reduced	11,566	-546	$3,953,143	+27.0%	1.80%
SPY	Spdr S&P 500 ETF Trust	Added	6,020	+1	$3,915,046	−4.6%	1.78%
KLAC	Kla Corp Technology	Added	2,637	+361	$3,882,745	+40.4%	1.76%
AXP	American Express Co Financial Services	Reduced	12,571	-350	$3,802,476	−20.5%	1.73%
ESQ	Esquire Financial Holdings, Inc. Financial Services	Reduced	34,934	-990	$3,755,405	+2.4%	1.71%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	8,754	-3,973	$3,565,241	−8.5%	1.62%
CB	Chubb Ltd Financial Services	Added	10,574	+7,887	$3,446,383	+310.9%	1.57%
TEL	TE Connectivity plc Technology	Added	16,076	+2,842	$3,360,205	+11.6%	1.53%
JBL	Jabil Inc Technology	Added	12,308	+10,673	$3,269,374	+776.9%	1.49%
LLY	ELI LILLY & Co Healthcare	Added	3,497	+2,152	$3,216,435	+122.5%	1.46%
AEP	American Electric Power Co Inc Utilities	Added	22,739	+20,934	$2,980,628	+1332.1%	1.35%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	14,931	-354	$2,959,921	−15.0%	1.35%
FLS	Flowserve Corp Industrials	Added	35,968	+24,201	$2,644,007	+223.9%	1.20%
TTMI	Ttm Technologies Inc Technology	Reduced	26,342	-1,834	$2,566,237	+32.0%	1.17%
GMED	Globus Medical Inc Healthcare	Added	29,159	+11,538	$2,512,339	+63.3%	1.14%
FTI	TechnipFMC plc Energy	NEW	35,894	NEW	$2,481,352	NEW	1.13%
SCHW	Schwab Charles Corp Financial Services	Added	26,099	+1,022	$2,452,784	−2.1%	1.11%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	560	-42	$2,357,779	−26.9%	1.07%
AEE	Ameren Corp Utilities	Reduced	18,920	-205	$2,079,686	+8.9%	0.95%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	8,714	+7,428	$2,011,975	+452.2%	0.91%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	30,892	+180	$1,996,549	−3.4%	0.91%
PAHC	Phibro Animal Health Corp Healthcare	Added	35,726	+2,485	$1,976,005	+59.1%	0.90%
RMD	Resmed Inc Healthcare	Added	8,391	+88	$1,883,611	−5.8%	0.86%
NYT	New York Times Co Communication Services	Added	20,311	+11,601	$1,700,640	+181.3%	0.77%
POWL	Powell Industries Inc Industrials	Reduced	3,000	-305	$1,623,240	+54.1%	0.74%
ENVA	Enova International, Inc. Financial Services	Added	9,534	+2,025	$1,295,003	+9.7%	0.59%
DELL	Dell Technologies Inc. Technology	NEW	6,801	NEW	$1,116,248	NEW	0.51%
AX	Axos Financial, Inc. Financial Services	Added	12,592	+2,096	$1,071,453	+18.5%	0.49%
BP	Bp PLC Energy	Reduced	21,705	-150	$1,020,135	+34.4%	0.46%
NXT	Nextpower Inc. Technology	Reduced	8,382	-3,187	$1,010,450	+0.3%	0.46%
PRIM	Primoris Services Corp Industrials	Reduced	6,447	-8,420	$922,178	−50.0%	0.42%
THR	Thermon Group Holdings, Inc. Industrials	NEW	18,112	NEW	$912,844	NEW	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,315	-650	$860,601	−35.5%	0.39%
XOM	Exxon Mobil Corp Energy	Reduced	5,029	-401	$853,220	+30.6%	0.39%