HORIZON FINANCIAL SERVICES, LLC
Top Portfolio Positions
286 positions ·
$19,034,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
34,537 | $3,201,234 | 16.82% | |
| MSFT |
Microsoft Corp
Technology
|
3,722 | $1,377,772 | 7.24% | |
| AAPL |
Apple Inc.
Technology
|
5,050 | $1,281,639 | 6.73% | |
| DUK |
Duke Energy CORP
Utilities
|
8,691 | $1,137,999 | 5.98% | |
| NVDA |
Nvidia Corp
Technology
|
5,306 | $925,366 | 4.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
988 | $908,732 | 4.77% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,552 | $839,327 | 4.41% | |
| CW |
Curtiss Wright Corp
Industrials
|
813 | $553,750 | 2.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,193 | $456,736 | 2.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
1,599 | $377,811 | 1.98% |
Portfolio Trend
23 quarters · across all stocks
Holdings in NRDE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226 | 133 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $231 | 133 | Shares | Sole | 2024-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||