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CIK: 0001426940
Total reported value
$359.5M
$359.5M
122 檔
15.5%
During the Q2 2025 filing period, Horizon Investment Services, LLC (CIK: 0001426940) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $359.5M across 122 reported positions.
Horizon Investment Services, LLC executed strategic sector rebalancing during Q2 2025, establishing 12 new positions while fully exiting 8 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.98% | -0.55% | +0.39% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.67% | -1.42% | +2.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.45% | -2.47% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | -0.14% | -4.36% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.65% | -0.12% | -2.63% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.47% | -0.77% | -4.32% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.87% | -0.34% | -3.57% | |
| 8 | APP | Applovin Corp-class A | Stock-Tech | 2.83% | -0.04% | -7.05% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.27% | -4.10% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.55% | -0.05% | -3.65% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.35% | -0.23% | -6.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.09% | -10.37% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 2.06% | -0.84% | -5.65% | |
| 14 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.83% | -1.53% | -6.60% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.82% | -0.17% | -13.74% | |
| 16 | EME | Emcor Group Inc | Stock-Industrials | 1.81% | -0.19% | -4.76% | |
| 17 | NTRS | Northern Trust CORP | Stock-Financials | 1.70% | +0.11% | -12.76% | |
| 18 | IDMO | Invesco S&p International De | ETF-Other | 1.67% | -0.14% | +9.55% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.15% | -0.13% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.59% | -0.06% | -3.77% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.55% | — | -9.57% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.54% | -0.11% | -3.88% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.53% | -0.82% | EXIT | |
| 24 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.50% | +0.25% | -8.53% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.49% | -0.29% | -5.27% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | — | +1.13% | |
| 27 | ESQ | Esquire Financial Holdings I | Stock-Other | 1.45% | -0.13% | -10.32% | |
| 28 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.44% | +0.56% | +1.03% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.43% | — | -10.97% | |
| 30 | PAYC | Paycom Software Inc | Stock-Tech | 1.20% | — | — | |
| 31 | AEE | Ameren Corporation | Stock-Utilities | 1.20% | -0.12% | +8.50% | |
| 32 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.04% | — | — | |
| 33 | RMD | Resmed Inc | Stock-Healthcare | 1.01% | -0.66% | EXIT | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.91% | -0.96% | |
| 35 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.88% | -0.08% | -5.93% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.02% | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.03% | -0.82% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.76% | +0.10% | +13.98% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.69% | +0.02% | -7.73% | |
| 40 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.63% | -0.05% | — | |
| 41 | EXEL | Exelixis Inc | Stock-Healthcare | 0.62% | — | — | |
| 42 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.62% | -0.06% | +87.07% | |
| 43 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.57% | +0.03% | -2.35% | |
| 44 | PRIM | Primoris Services CORP | Stock-Industrials | 0.54% | -0.24% | -23.22% | |
| 45 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.52% | — | -21.66% | |
| 46 | CPRX | Catalyst Pharmaceuticals Inc | Stock-Healthcare | 0.49% | — | +3.11% | |
| 47 | POWL | Powell Industries Inc | Stock-Industrials | 0.49% | +0.05% | -9.56% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.44% | -1.18% | |
| 49 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.48% | -0.01% | -4.48% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.06% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +0.39% | Add |
| 2 | PAYC | Paycom Software Inc | +1.2% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +1.1% | -4.36% | Trim |
| 4 | VEEV | Veeva Systems Inc-class A | +1% | NEW | New buy |
| 5 | UBER | Uber Technologies Inc | +0.9% | NEW | New buy |
| 6 | STRL | Sterling Infrastructure Inc | +0.7% | +1.03% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | -2.47% | Trim |
| 8 | EXEL | Exelixis Inc | +0.6% | NEW | New buy |
| 9 | APH | Amphenol Corp-cl A | +0.5% | NEW | New buy |
| 10 | EVER | Everquote Inc - Class A | +0.4% | NEW | New buy |
| 11 | FIX | Comfort Systems USA Inc | +0.4% | -8.53% | Trim |
| 12 | KLAC | Kla CORP | +0.4% | NEW | New buy |
| 13 | EME | Emcor Group Inc | +0.4% | -4.76% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.3% | -3.57% | Trim |
| 15 | APP | Applovin Corp-class A | +0.3% | -7.05% | Trim |
| 16 | PINS | Pinterest Inc- Class A | +0.3% | NEW | New buy |
| 17 | IDMO | Invesco S&p International De | +0.2% | +9.55% | Add |
| 18 | BKNG | Booking Holdings Inc | +0.2% | +0.33% | Add |
| 19 | DIS | Walt Disney Co/the | +0.2% | +1.13% | Add |
| 20 | RMD | Resmed Inc | +0.2% | +15.83% | Add |
| 21 | HALO | Halozyme Therapeutics Inc | +0.2% | +87.07% | Add |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +13.98% | Add |
| 23 | NFG | National Fuel Gas Co | +0.2% | +62.89% | Add |
| 24 | TTMI | Ttm Technologies | +0.1% | NEW | New buy |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 26 | AX | Axos Financial Inc | +0.1% | NEW | New buy |
| 27 | AMAT | Applied Materials Inc | +0.1% | -0.96% | Trim |
| 28 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 29 | NRG | Nrg Energy Inc | +0.1% | -13.30% | Trim |
| 30 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -3.77% | Trim |
| 31 | ESQ | Esquire Financial Holdings I | 0% | -10.32% | Trim |
| 32 | NTRS | Northern Trust CORP | 0% | -12.76% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -2.63% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.13% | Trim |
| 35 | EVRG | Evergy Inc | -0.1% | EXIT | Sold out |
| 36 | LNTH | Lantheus Holdings Inc | -0.1% | EXIT | Sold out |
| 37 | ARISUSD | Aris Water Solutions Inc-a | -0.2% | EXIT | Sold out |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.4% | -57.43% | Trim |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | +2.26% | Add |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | -4.21% | Trim |
| 41 | EOG | Eog Resources Inc | -0.5% | EXIT | Sold out |
| 42 | PGR | Progressive CORP | -0.5% | -5.65% | Trim |
| 43 | GMED | Globus Medical Inc - A | -0.5% | EXIT | Sold out |
| 44 | CB | Chubb Limited | -0.6% | -6.26% | Trim |
| 45 | TMUS | T-mobile US Inc | -0.6% | -10.97% | Trim |
| 46 | ACIW | Aci Worldwide Inc | -0.6% | -77.66% | Trim |
| 47 | AAPL | Apple Inc | -0.7% | -4.10% | Trim |
| 48 | MWA | Mueller Water Products Inc-a | -0.8% | EXIT | Sold out |
| 49 | DOCU | Docusign Inc | -1% | EXIT | Sold out |
| 50 | FISV | Fiserv Inc | -2.6% | 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 122 disclosed positions in Q2 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, MSFT) accounted for 15.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
PAYC
市值: $2.7M
Top Position Liquidated / Trimmed
FISV
前期市值: $5.4M
During Q2 2025, Horizon Investment Services, LLC's top holdings by market value included NVDA (8.0%)、VCSH (4.7%)、MSFT (4.4%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q2 2025, Horizon Investment Services, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 10 positions, trimming 20 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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