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CIK: 0001674020
Total reported value
$260.8M
$260.8M
404 檔
33.0%
During the Q4 2025 filing period, Horizon Financial Services, LLC (CIK: 0001674020) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $260.8M across 404 reported positions.
In Q4 2025, Horizon Financial Services, LLC displayed an active expansion posture, initiating 1 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.07% | +0.40% | +0.05% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.14% | -0.24% | +2.23% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 7.56% | -0.81% | +6.96% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.82% | +0.24% | -0.67% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.56% | -0.18% | -0.73% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.92% | -0.57% | +1.13% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.20% | -0.48% | +6.73% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.15% | -0.89% | +6.70% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.82% | +1.59% | +127.58% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.41% | +0.39% | +1.38% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.17% | -0.28% | +3.81% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.93% | -0.14% | +5.82% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.87% | +0.11% | +0.03% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.67% | +0.02% | +0.40% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.62% | -0.20% | +3.70% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.60% | -0.07% | -1.11% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.60% | -0.03% | -12.85% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.55% | +0.18% | +139.50% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.46% | -0.15% | +1.40% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.44% | -0.10% | +3.63% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.42% | -1.41% | EXIT | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.39% | -0.03% | +6.02% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.32% | +0.02% | +9.96% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.25% | -0.09% | +14.04% | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.22% | -0.36% | +14.47% | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.13% | -0.08% | +3.32% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.02% | +0.02% | +200.13% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.02% | -0.39% | +26.33% | |
| 29 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.97% | -0.12% | +1.12% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.80% | -0.39% | +9.89% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.68% | -0.21% | -7.64% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.62% | +0.16% | -14.66% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.58% | -0.18% | +7.67% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.13% | +8.01% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | +0.01% | -1.97% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.07% | +91.58% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | -0.07% | -6.16% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.23% | +0.87% | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.45% | -0.03% | +128.94% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.34% | +119.03% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.02% | -1.51% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.09% | +9.26% | |
| 43 | ✓ | Laboratory Corp. of America | Stock-Other | 0.32% | — | NEW | |
| 44 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 0.28% | -0.10% | +6.31% | |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.27% | +0.07% | +156.99% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | +11.78% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.22% | -0.02% | +6.16% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | +0.01% | -2.21% | |
| 49 | CW | Curtiss-wright CORP | Stock-Industrials | 0.20% | — | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.17% | -0.02% | -3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.9% | +139.50% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.4% | +127.58% | Add |
| 3 | XLY | Ss Consumer Disc Select Sect | +0.3% | +200.13% | Add |
| 4 | XLV | Ss Health Care Select Sector | +0.2% | +9.96% | Add |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.2% | +26.33% | Add |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +156.99% | Add |
| 7 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +6.96% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +0.87% | Add |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +14.47% | Add |
| 10 | XLC | Ss Comm Select Sector Spdr | +0.1% | +14.04% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +8.01% | Add |
| 12 | XLB | Ss Materials Select Sector | +0.1% | +128.94% | Add |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +6.70% | Add |
| 14 | BSJR | Invesco Bulletshares 2027 Hy | 0% | +284.55% | Add |
| 15 | SPHY | Ss Spdr P High Yield ETF | 0% | +6.73% | Add |
| 16 | VCIT | Vanguard Int-term Corporate | 0% | +9.89% | Add |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.23% | Add |
| 18 | SCHR | Schwab Intermediate-term US | 0% | +7.67% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +11.78% | Add |
| 20 | BSJQ | Invesco Bulletshares 2026 Hy | 0% | +30.87% | Add |
| 21 | EMHY | Ishares J.p. Morgan Em High | 0% | +27.35% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +11.59% | Add |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +119.03% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +9.26% | Add |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | +3.63% | Add |
| 26 | FPE | Ft-preferred Secur & Inc ETF | 0% | +3.32% | Add |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +3.81% | Add |
| 28 | VCLT | Vanguard Long-term CORP Bond | 0% | +5.82% | Add |
| 29 | SCHA | Schwab US Small-cap ETF | 0% | +1.38% | Add |
| 30 | ENB | Enbridge Inc | -0.1% | -46.78% | Trim |
| 31 | SCHP | Schwab U.s. Tips ETF | -0.1% | +3.70% | Add |
| 32 | XLRE | Ss Real Estate Select Sector | -0.1% | +6.02% | Add |
| 33 | XLE | Ss Energy Select Sector | -0.1% | +91.58% | Add |
| 34 | ✓ | Laboratory Corp. of America | -0.1% | — | Unchanged |
| 35 | MSFT | Microsoft CORP | -0.1% | -1.97% | Trim |
| 36 | MLPX | Global X Mlp & Energy Infras | -0.1% | +1.12% | Add |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -0.73% | Trim |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.1% | -7.64% | Trim |
| 39 | DUK | Duke Energy CORP | -0.1% | -6.16% | Trim |
| 40 | HD | Home Depot Inc | -0.1% | -1.51% | Trim |
| 41 | ICVT | Ishares Convertible Bond ETF | -0.1% | +0.03% | Add |
| 42 | GLDM | Spdr Gold Minishares Trust | -0.1% | -13.72% | Trim |
| 43 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -14.66% | Trim |
| 44 | VGSH | Vanguard Short-term Treasury | -0.2% | +1.13% | Add |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | +0.05% | Add |
| 46 | SCHM | Schwab US Mid Cap ETF | -0.3% | -0.67% | Trim |
| 47 | XLI | Ss Industrial Select Sector | -0.3% | -12.85% | Trim |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 50 | ✓ | Asgn | — | EXIT | Sold out |
According to official SEC Form 13F filings, Horizon Financial Services, LLC reported a total U.S. public equity portfolio value of $260.8M across 404 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPSB) accounted for 33.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IJH
市值: $126.5K
Top Position Liquidated / Trimmed
BSJP
前期市值: $378.2K
During Q4 2025, Horizon Financial Services, LLC's top holdings by market value included SPYG (10.1%)、SPYV (9.1%)、SPSB (7.6%). The largest single position, SPYG, represented 10.1% of total portfolio value.
In Q4 2025, Horizon Financial Services, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 36 positions, trimming 10 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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