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CIK: 0001426940
Total reported value
$359.5M
$359.5M
114 檔
11.6%
According to the latest 13F quarterly dataset, Horizon Investment Services, LLC managed an equity portfolio of $359.5M at the end of Q1 2024, spanning 114 distinct U.S. exchange-listed positions.
During Q1 2024, Horizon Investment Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.45% | -3.35% | |
| 2 | LRCXEUR | Lam Research CORP | Stock-Tech | 4.21% | — | -4.14% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | -0.55% | +0.63% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 3.86% | +0.91% | -3.13% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.55% | -1.42% | +6.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.21% | -0.12% | +1.03% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.27% | -34.30% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | -0.14% | -1.31% | |
| 9 | CB | Chubb Limited | Stock-Financials | 2.33% | -0.23% | -1.67% | |
| 10 | GWW | Ww Grainger Inc | Stock-Industrials | 2.20% | — | -4.94% | |
| 11 | PH | Parker Hannifin CORP | Stock-Industrials | 2.19% | -0.02% | -0.30% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | -0.05% | -1.73% | |
| 13 | DELL | Dell Technologies -c | Stock-Tech | 1.94% | +1.76% | +15.59% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.34% | +166.68% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.90% | -0.77% | +37.26% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.88% | — | — | |
| 17 | FISV | Fiserv Inc | Stock-Other | 1.71% | — | +14.09% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.69% | -0.11% | +2.54% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.66% | — | +12.36% | |
| 20 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.63% | — | +15.55% | |
| 21 | PCAR | Paccar Inc | Stock-Industrials | 1.63% | — | -0.00% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.62% | -0.06% | -0.70% | |
| 23 | TXT | Textron Inc | Stock-Industrials | 1.50% | — | +31.49% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.39% | -0.03% | -7.02% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.35% | -0.29% | +6.43% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.34% | — | -4.52% | |
| 27 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.33% | -1.53% | — | |
| 28 | EME | Emcor Group Inc | Stock-Industrials | 1.31% | -0.19% | -5.04% | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 1.30% | — | -16.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | -0.15% | +4.54% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | +0.06% | NEW | |
| 32 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.21% | +0.56% | -8.90% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.19% | — | -8.44% | |
| 34 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.14% | +0.25% | -11.18% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 1.12% | — | — | |
| 36 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.10% | — | -6.12% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 1.09% | — | +1.53% | |
| 38 | ITT | Itt Inc | Stock-Industrials | 1.08% | — | +10.29% | |
| 39 | EXP | Eagle Materials Inc | Stock-Materials | 1.04% | — | -9.74% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.01% | -0.08% | -0.62% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.96% | -0.04% | -0.36% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.91% | -0.82% | EXIT | |
| 43 | ESQ | Esquire Financial Holdings I | Stock-Other | 0.89% | -0.13% | -6.49% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.02% | -7.14% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.78% | -0.01% | +1.61% | |
| 46 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.76% | +0.02% | +10.03% | |
| 47 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.72% | — | +0.97% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.44% | +0.38% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.03% | -0.47% | |
| 50 | OSK | Oshkosh CORP | Stock-Industrials | 0.65% | — | +195.53% |
According to official SEC Form 13F filings, Horizon Investment Services, LLC reported a total U.S. public equity portfolio value of $359.5M across 114 disclosed positions in Q1 2024.
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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 MSFT, LRCXEUR, NVDA) accounted for 11.6% of total reported equity market value during Q1 2024.
During Q1 2024, Horizon Investment Services, LLC's top holdings by market value included MSFT (4.5%)、LRCXEUR (4.2%)、NVDA (4.2%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q1 2024, Horizon Investment Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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