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
122 檔
13.1%
As reported in its official Q3 2024 Form 13F filing, Horizon Investment Services, LLC's tracked investment portfolio stood at $359.5M with 122 total positions.
In Q3 2024, Horizon Investment Services, LLC displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.88% | -0.55% | -0.40% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.60% | -1.42% | +19.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.45% | -0.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | -0.12% | +1.41% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 3.30% | +0.91% | -0.20% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.29% | -0.77% | +13.32% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.27% | +0.08% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.74% | -0.14% | +909.11% | |
| 9 | CB | Chubb Limited | Stock-Financials | 2.36% | -0.23% | +2.43% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.15% | -0.29% | +60.55% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.07% | -0.34% | +2.89% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.03% | — | -33.39% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 1.98% | -0.02% | -6.68% | |
| 14 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.93% | -1.53% | +16.64% | |
| 15 | DELL | Dell Technologies -c | Stock-Tech | 1.88% | +1.76% | +5.12% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.83% | — | +7.96% | |
| 17 | APP | Applovin Corp-class A | Stock-Tech | 1.80% | -0.04% | +11.87% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | -0.05% | -1.82% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.73% | — | +2.85% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.69% | -0.17% | +78.14% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.09% | +338.05% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.62% | -0.11% | -0.45% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.58% | -0.06% | -0.40% | |
| 24 | EME | Emcor Group Inc | Stock-Industrials | 1.55% | -0.19% | +5.62% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 1.52% | -0.84% | +169.04% | |
| 26 | NTAP | Netapp Inc | Stock-Tech | 1.48% | — | +4.17% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.15% | +13.94% | |
| 28 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.34% | +0.56% | -0.40% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.33% | -0.03% | +8.49% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.29% | -0.03% | +1.24% | |
| 31 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.15% | +0.25% | +4.29% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.05% | +0.06% | NEW | |
| 33 | CI | THE Cigna Group | Stock-Healthcare | 1.05% | — | -4.69% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.04% | -0.82% | EXIT | |
| 35 | UHS | Universal Health Services-b | Stock-Healthcare | 0.97% | — | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | — | — | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.92% | -0.08% | -0.12% | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.91% | — | -7.16% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | -0.04% | -0.07% | |
| 40 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.90% | — | — | |
| 41 | EOG | Eog Resources Inc | Stock-Energy | 0.89% | — | -5.91% | |
| 42 | ESQ | Esquire Financial Holdings I | Stock-Other | 0.75% | -0.13% | -11.87% | |
| 43 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.74% | — | +640.06% | |
| 44 | POWL | Powell Industries Inc | Stock-Industrials | 0.71% | +0.05% | +16.69% | |
| 45 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.71% | -0.01% | +1.18% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.02% | -1.23% | |
| 47 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.70% | -0.06% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.44% | — | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.69% | +0.02% | +0.05% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | +338.05% | Add |
| 2 | PGR | Progressive CORP | +1% | +169.04% | Add |
| 3 | UHS | Universal Health Services-b | +1% | NEW | New buy |
| 4 | BAC | Bank Of America CORP | +0.9% | NEW | New buy |
| 5 | LDOS | Leidos Holdings Inc | +0.9% | NEW | New buy |
| 6 | AXP | American Express Co | +0.8% | +78.14% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +0.7% | +60.55% | Add |
| 8 | HALO | Halozyme Therapeutics Inc | +0.7% | NEW | New buy |
| 9 | APP | Applovin Corp-class A | +0.7% | +11.87% | Add |
| 10 | UTHR | United Therapeutics CORP | +0.6% | +640.06% | Add |
| 11 | SLB | Slb LTD | +0.5% | NEW | New buy |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +19.82% | Add |
| 13 | ACIW | Aci Worldwide Inc | +0.4% | +141.27% | Add |
| 14 | AGX | Argan Inc | +0.4% | NEW | New buy |
| 15 | HIG | Hartford Insurance Group Inc | +0.4% | +16.64% | Add |
| 16 | BRC | Brady Corporation - Cl A | +0.3% | NEW | New buy |
| 17 | POWL | Powell Industries Inc | +0.3% | +16.69% | Add |
| 18 | NMIH | Nmi Holdings Inc | +0.2% | +57.34% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 20 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +13.32% | Add |
| 21 | NEE | Nextera Energy Inc | +0.2% | +8.49% | Add |
| 22 | FIX | Comfort Systems USA Inc | +0.2% | +4.29% | Add |
| 23 | FISV | Fiserv Inc | +0.2% | +2.85% | Add |
| 24 | EME | Emcor Group Inc | +0.2% | +5.62% | Add |
| 25 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | New buy |
| 26 | CBT | Cabot CORP | +0.2% | +77.55% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | New buy |
| 28 | STRL | Sterling Infrastructure Inc | +0.1% | -0.40% | Trim |
| 29 | CB | Chubb Limited | +0.1% | +2.43% | Add |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +2.89% | Add |
| 31 | PH | Parker Hannifin CORP | +0.1% | -6.68% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.94% | Add |
| 33 | AAPL | Apple Inc | 0% | +0.08% | Add |
| 34 | AVGO | Broadcom Inc | -0.1% | +909.11% | Add |
| 35 | AZZ | Azz Inc | -0.2% | EXIT | Sold out |
| 36 | VST | Vistra CORP | -0.3% | EXIT | Sold out |
| 37 | APOG | Apogee Enterprises Inc | -0.3% | EXIT | Sold out |
| 38 | AROC | Archrock Inc | -0.4% | EXIT | Sold out |
| 39 | OSK | Oshkosh CORP | -0.4% | EXIT | Sold out |
| 40 | DELL | Dell Technologies -c | -0.4% | +5.12% | Add |
| 41 | BCO | Brink's Co/the | -0.6% | EXIT | Sold out |
| 42 | MSFT | Microsoft CORP | -0.6% | -0.48% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.41% | Add |
| 44 | ITT | Itt Inc | -0.8% | EXIT | Sold out |
| 45 | AMAT | Applied Materials Inc | -1% | -0.20% | Trim |
| 46 | PCAR | Paccar Inc | -1.2% | EXIT | Sold out |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -1.3% | EXIT | Sold out |
| 48 | IR | Ingersoll-rand Inc | -1.3% | EXIT | Sold out |
| 49 | SNX | TD Synnex CORP | -1.3% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -2.4% | -33.39% | Trim |
According to official SEC Form 13F filings, Horizon Investment Services, LLC reported a total U.S. public equity portfolio value of $359.5M across 122 disclosed positions in Q3 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, VCSH, MSFT) accounted for 13.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
UHS
市值: $2.3M
Top Position Liquidated / Trimmed
SNX
前期市值: $2.7M
During Q3 2024, Horizon Investment Services, LLC's top holdings by market value included NVDA (4.9%)、VCSH (4.6%)、MSFT (4.0%). The largest single position, NVDA, represented 4.9% of total portfolio value.
In Q3 2024, Horizon Investment Services, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 5 holdings, and fully liquidating 11 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.