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CIK: 0001426940
Total reported value
$359.5M
$359.5M
110 檔
12.8%
In Q1 2025, Horizon Investment Services, LLC's U.S. equity holdings reached a combined market value of $359.5M, distributed across 110 disclosed stock positions.
In Q1 2025, Horizon Investment Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.05% | -0.55% | +22.75% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.03% | -1.42% | +2.63% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.96% | -0.77% | +7.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.45% | -2.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.64% | -0.12% | +1.64% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.27% | -2.37% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.90% | -0.05% | +7.56% | |
| 8 | CB | Chubb Limited | Stock-Financials | 2.90% | -0.23% | +0.52% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.66% | -0.14% | -11.54% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 2.64% | — | +1.87% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.34% | +2.90% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 2.56% | -0.84% | +6.49% | |
| 13 | APP | Applovin Corp-class A | Stock-Tech | 2.56% | -0.04% | -35.62% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.09% | +9.24% | |
| 15 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.12% | -1.53% | -11.62% | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.99% | — | +2.72% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.97% | -0.17% | -0.84% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.83% | — | -4.25% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.74% | -0.29% | +2.53% | |
| 20 | NTRS | Northern Trust CORP | Stock-Financials | 1.68% | +0.11% | +260.45% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -0.15% | +8.62% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.60% | -0.11% | -8.86% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.54% | -0.06% | -7.52% | |
| 24 | EME | Emcor Group Inc | Stock-Industrials | 1.46% | -0.19% | -4.16% | |
| 25 | IDMO | Invesco S&p International De | ETF-Other | 1.45% | -0.14% | +150.45% | |
| 26 | ESQ | Esquire Financial Holdings I | Stock-Other | 1.42% | -0.13% | +16.54% | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.35% | -0.82% | EXIT | |
| 28 | AEE | Ameren Corporation | Stock-Utilities | 1.28% | -0.12% | +41.40% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.27% | — | +132.38% | |
| 30 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.09% | +0.25% | +2.32% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.02% | -0.08% | -3.99% | |
| 32 | DOCU | Docusign Inc | Stock-Tech | 0.95% | — | +351.32% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.06% | NEW | |
| 34 | RMD | Resmed Inc | Stock-Healthcare | 0.84% | -0.66% | EXIT | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.83% | +0.91% | -67.05% | |
| 36 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.77% | +0.56% | -13.88% | |
| 37 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.77% | — | +76.56% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.03% | +6.55% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.74% | +0.02% | -4.06% | |
| 40 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.72% | — | -10.09% | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.68% | -0.05% | — | |
| 42 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.65% | — | +22.48% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.61% | +0.10% | +1.07% | |
| 44 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.59% | +0.03% | +74.44% | |
| 45 | CPRX | Catalyst Pharmaceuticals Inc | Stock-Healthcare | 0.59% | — | +26.49% | |
| 46 | PRIM | Primoris Services CORP | Stock-Industrials | 0.58% | -0.24% | +16.55% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.44% | -0.62% | |
| 48 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.54% | -0.01% | +45.63% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.02% | -8.83% | |
| 50 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.51% | -0.17% | — |
According to official SEC Form 13F filings, Horizon Investment Services, LLC reported a total U.S. public equity portfolio value of $359.5M across 110 disclosed positions in Q1 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 NVDA, VCSH, SPHY) accounted for 12.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $12.5M
During Q1 2025, Horizon Investment Services, LLC's top holdings by market value included NVDA (6.0%)、VCSH (5.0%)、SPHY (4.0%). The largest single position, NVDA, represented 6.0% of total portfolio value.
In Q1 2025, Horizon Investment Services, LLC made 50 total portfolio adjustments, initiating 50 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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