HORIZON FINANCIAL SERVICES, LLC
Top Portfolio Positions
284 positions ·
$18,918,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLDM |
World Gold Trust
|
34,537 | $3,201,234 | 16.92% |
| MSFT |
Microsoft Corp
Technology
|
3,722 | $1,377,772 | 7.28% |
| AAPL |
Apple Inc.
Technology
|
5,050 | $1,281,639 | 6.77% |
| DUK |
Duke Energy CORP
Utilities
|
8,691 | $1,137,999 | 6.02% |
| NVDA |
Nvidia Corp
Technology
|
5,306 | $925,366 | 4.89% |
| LLY |
ELI LILLY & Co
Healthcare
|
988 | $908,732 | 4.80% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,552 | $839,327 | 4.44% |
| CW |
Curtiss Wright Corp
Industrials
|
813 | $553,750 | 2.93% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,193 | $456,736 | 2.41% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
1,599 | $377,811 | 2.00% |
Holdings in SW
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,383 | 110 | Shares | Sole | 2026-04-15 | |
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