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CIK: 0001426940
Total reported value
$359.5M
$359.5M
123 檔
14.0%
The Q4 2024 SEC filing reveals that Horizon Investment Services, LLC held a total portfolio value of $359.5M, covering 123 public equity positions.
Horizon Investment Services, LLC executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 8 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | -0.55% | -0.40% | |
| 2 | APP | Applovin Corp-class A | Stock-Tech | 4.25% | -0.04% | -4.21% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.24% | -1.42% | -5.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.84% | -0.12% | +1.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.45% | -3.47% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.64% | -0.14% | -0.50% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.27% | +0.09% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.23% | -0.77% | +1.15% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.49% | +0.91% | -5.93% | |
| 10 | CB | Chubb Limited | Stock-Financials | 2.31% | -0.23% | +2.77% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.09% | +15.47% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.23% | -0.34% | +5.51% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.13% | -0.05% | +4.50% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 2.11% | — | +7.17% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.97% | -0.02% | -0.61% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.92% | -0.17% | +4.50% | |
| 17 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.86% | -1.53% | +3.75% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.78% | -0.84% | +24.65% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.67% | — | +1.74% | |
| 20 | EME | Emcor Group Inc | Stock-Industrials | 1.64% | -0.19% | +0.82% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.62% | -0.06% | -3.19% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.62% | -0.11% | -2.38% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.46% | -0.29% | -28.94% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.40% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.15% | -2.13% | |
| 26 | NTAP | Netapp Inc | Stock-Tech | 1.30% | — | -6.21% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.28% | -0.82% | EXIT | |
| 28 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.23% | +0.25% | -1.08% | |
| 29 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.17% | +0.56% | -24.26% | |
| 30 | ESQ | Esquire Financial Holdings I | Stock-Other | 1.13% | -0.13% | +24.51% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 1.11% | — | +6.25% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 1.08% | -0.03% | -3.32% | |
| 33 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.94% | — | +18.60% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.91% | +1.76% | -50.23% | |
| 35 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.90% | -0.08% | +1.14% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.06% | NEW | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.03% | +1.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.03% | -36.23% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.71% | +0.02% | -0.32% | |
| 40 | AEE | Ameren Corporation | Stock-Utilities | 0.70% | -0.12% | +17.21% | |
| 41 | POWL | Powell Industries Inc | Stock-Industrials | 0.69% | +0.05% | -2.57% | |
| 42 | RMD | Resmed Inc | Stock-Healthcare | 0.68% | -0.66% | EXIT | |
| 43 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.66% | — | +4.86% | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.59% | -0.05% | — | |
| 45 | PRIM | Primoris Services CORP | Stock-Industrials | 0.58% | -0.24% | +117.28% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.54% | +0.10% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | — | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.02% | -11.93% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.03% | -0.83% | |
| 50 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.49% | — | -32.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +2.5% | -4.21% | Trim |
| 2 | TMUS | T-mobile US Inc | +1.4% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.9% | -0.50% | Trim |
| 4 | RMD | Resmed Inc | +0.7% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.6% | +15.47% | Add |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.5% | NEW | New buy |
| 7 | DIS | Walt Disney Co/the | +0.5% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.60% | Add |
| 9 | IDMO | Invesco S&p International De | +0.5% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.5% | -0.40% | Trim |
| 11 | ENVA | Enova International Inc | +0.5% | NEW | New buy |
| 12 | NTRS | Northern Trust CORP | +0.4% | NEW | New buy |
| 13 | FISV | Fiserv Inc | +0.4% | +7.17% | Add |
| 14 | ESQ | Esquire Financial Holdings I | +0.4% | +24.51% | Add |
| 15 | PRIM | Primoris Services CORP | +0.4% | +117.28% | Add |
| 16 | V | Visa Inc-class A Shares | +0.4% | +4.50% | Add |
| 17 | MWA | Mueller Water Products Inc-a | +0.3% | NEW | New buy |
| 18 | FESM | Fidelity Enhanced Small Cap | +0.3% | NEW | New buy |
| 19 | PGR | Progressive CORP | +0.3% | +24.65% | Add |
| 20 | ATLC | Atlanticus Holdings CORP | +0.3% | NEW | New buy |
| 21 | BKNG | Booking Holdings Inc | +0.2% | +4.83% | Add |
| 22 | AAPL | Apple Inc | +0.2% | +0.09% | Add |
| 23 | AXP | American Express Co | +0.2% | +4.50% | Add |
| 24 | CPRX | Catalyst Pharmaceuticals Inc | +0.2% | +167.05% | Add |
| 25 | PLMR | Palomar Holdings Inc | +0.2% | +139.64% | Add |
| 26 | DOCU | Docusign Inc | +0.2% | NEW | New buy |
| 27 | TSLA | Tesla Inc | +0.2% | -0.83% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.2% | -11.93% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -0.2% | -9.74% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.2% | -21.35% | Trim |
| 31 | MSFT | Microsoft CORP | -0.2% | -3.47% | Trim |
| 32 | UTHR | United Therapeutics CORP | -0.3% | -32.98% | Trim |
| 33 | NEE | Nextera Energy Inc | -0.3% | -3.32% | Trim |
| 34 | BRC | Brady Corporation - Cl A | -0.3% | EXIT | Sold out |
| 35 | CBT | Cabot CORP | -0.3% | EXIT | Sold out |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.3% | +5.34% | Add |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -5.74% | Trim |
| 38 | EOG | Eog Resources Inc | -0.4% | -49.59% | Trim |
| 39 | NMIH | Nmi Holdings Inc | -0.5% | EXIT | Sold out |
| 40 | SLB | Slb LTD | -0.5% | EXIT | Sold out |
| 41 | DGRO | Ishares Core Dividend Growth | -0.5% | -58.21% | Trim |
| 42 | VEA | Vanguard Ftse Developed ETF | -0.6% | -36.23% | Trim |
| 43 | HALO | Halozyme Therapeutics Inc | -0.6% | -83.28% | Trim |
| 44 | FBND | Fidelity Total Bond ETF | -0.7% | -28.94% | Trim |
| 45 | AMAT | Applied Materials Inc | -0.8% | -5.93% | Trim |
| 46 | ELV | Elevance Health Inc | -0.9% | EXIT | Sold out |
| 47 | DELL | Dell Technologies -c | -1% | -50.23% | Trim |
| 48 | UHS | Universal Health Services-b | -1% | EXIT | Sold out |
| 49 | CI | THE Cigna Group | -1% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -2% | EXIT | Sold out |
According to official SEC Form 13F filings, Horizon Investment Services, LLC reported a total U.S. public equity portfolio value of $359.5M across 123 disclosed positions in Q4 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, APP, VCSH) accounted for 14.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
TMUS
市值: $3.3M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $4.8M
During Q4 2024, Horizon Investment Services, LLC's top holdings by market value included NVDA (5.3%)、APP (4.3%)、VCSH (4.2%). The largest single position, NVDA, represented 5.3% of total portfolio value.
In Q4 2024, Horizon Investment Services, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 13 positions, trimming 18 holdings, and fully liquidating 8 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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