13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001426940
Total reported value
$359.5M
$359.5M
109 檔
13.5%
At the close of Q2 2024, Horizon Investment Services, LLC disclosed equity holdings valued at approximately $359.5M, spread across 109 reported holdings.
During Q2 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 | NVDA | Nvidia CORP | Stock-Tech | 5.50% | -0.55% | +900.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.45% | -0.45% | |
| 3 | LRCXEUR | Lam Research CORP | Stock-Tech | 4.39% | — | -1.11% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 4.26% | +0.91% | +0.23% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.12% | -1.42% | +20.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.98% | -0.12% | +6.66% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.27% | -5.15% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.09% | -0.77% | +70.88% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | -0.14% | +1.83% | |
| 10 | DELL | Dell Technologies -c | Stock-Tech | 2.30% | +1.76% | +2.01% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.24% | -0.23% | +1.78% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.19% | — | +3.03% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.34% | +2.86% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | -0.05% | +0.44% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.87% | -0.02% | -2.34% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.71% | -0.06% | -0.03% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.70% | -0.11% | +0.90% | |
| 18 | NTAP | Netapp Inc | Stock-Tech | 1.63% | — | — | |
| 19 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.56% | -1.53% | +25.23% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 1.54% | — | +0.25% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.42% | -0.29% | +9.94% | |
| 22 | EME | Emcor Group Inc | Stock-Industrials | 1.37% | -0.19% | +4.31% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | -0.03% | -0.40% | |
| 24 | SNX | TD Synnex CORP | Stock-Tech | 1.29% | +0.73% | NEW | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.26% | — | -1.53% | |
| 26 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.26% | — | -15.83% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.15% | +0.43% | |
| 28 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.21% | +0.56% | -3.67% | |
| 29 | PCAR | Paccar Inc | Stock-Industrials | 1.18% | — | -9.32% | |
| 30 | CI | THE Cigna Group | Stock-Healthcare | 1.15% | — | +17.29% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | -0.03% | +395.30% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 1.13% | -0.04% | — | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 1.13% | — | +2.32% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 1.07% | — | -12.93% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | -0.82% | EXIT | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.06% | NEW | |
| 37 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.95% | +0.25% | -10.31% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.94% | -0.08% | -2.56% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.92% | -0.04% | -0.11% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.89% | -0.17% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.03% | -0.16% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.44% | — | |
| 43 | ITT | Itt Inc | Stock-Industrials | 0.78% | — | -21.13% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.71% | -0.01% | -1.36% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.71% | +0.02% | +1.09% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.02% | -4.08% | |
| 47 | ESQ | Esquire Financial Holdings I | Stock-Other | 0.68% | -0.13% | -20.49% | |
| 48 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.61% | -0.05% | — | |
| 49 | BCO | Brink's Co/the | Stock-Industrials | 0.58% | — | +24.46% | |
| 50 | AEE | Ameren Corporation | Stock-Utilities | 0.53% | -0.12% | — |
According to official SEC Form 13F filings, Horizon Investment Services, LLC reported a total U.S. public equity portfolio value of $359.5M across 109 disclosed positions in Q2 2024.
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 NVDA, MSFT, LRCXEUR) accounted for 13.5% of total reported equity market value during Q2 2024.
During Q2 2024, Horizon Investment Services, LLC's top holdings by market value included NVDA (5.5%)、MSFT (4.6%)、LRCXEUR (4.4%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.