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CIK: 0001426940
Total reported value
$359.5M
$359.5M
137 檔
19.2%
The Q1 2026 SEC filing reveals that Horizon Investment Services, LLC held a total portfolio value of $359.5M, covering 137 public equity positions.
Horizon Investment Services, LLC executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 21 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.65% | -0.55% | -3.26% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.49% | -1.42% | -1.39% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | -0.12% | -3.75% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 4.06% | +2.38% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | -0.14% | -2.01% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.83% | -0.77% | -0.64% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.27% | -3.89% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.45% | -2.15% | |
| 9 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.47% | +0.25% | -6.86% | |
| 10 | APP | Applovin Corp-class A | Stock-Tech | 2.00% | -0.04% | -10.87% | |
| 11 | IDMO | Invesco S&p International De | ETF-Other | 1.90% | -0.14% | +17.72% | |
| 12 | EME | Emcor Group Inc | Stock-Industrials | 1.87% | -0.19% | -6.72% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.87% | +2.81% | +8.23% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.09% | -1.93% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.34% | +0.44% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.69% | +0.20% | -3.23% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | -0.05% | -3.25% | |
| 18 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.61% | -1.53% | -0.01% | |
| 19 | NTRS | Northern Trust CORP | Stock-Financials | 1.42% | +0.11% | -0.65% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.37% | +0.91% | -4.51% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.15% | +0.02% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 1.35% | +0.82% | +15.86% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.32% | -0.17% | -2.71% | |
| 24 | ESQ | Esquire Financial Holdings I | Stock-Other | 1.31% | -0.13% | -2.76% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.30% | -0.11% | +1.83% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.29% | -0.06% | +1.97% | |
| 27 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.24% | +0.56% | -31.22% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.24% | -0.29% | +0.74% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.20% | -0.23% | +293.52% | |
| 30 | TEL | TE Connectivity plc | Stock-Tech | 1.17% | -0.35% | +21.48% | |
| 31 | JBL | Jabil Inc | Stock-Tech | 1.14% | +0.32% | +652.78% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.44% | +160.00% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 1.04% | -0.16% | +1159.78% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 1.03% | -0.84% | -2.32% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.03% | -2.55% | |
| 36 | FLS | Flowserve CORP | Stock-Industrials | 0.92% | -0.92% | EXIT | |
| 37 | TTMI | Ttm Technologies | Stock-Tech | 0.89% | +0.05% | -6.51% | |
| 38 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.87% | -0.17% | +65.48% | |
| 39 | FTI | TechnipFMC plc | Stock-Energy | 0.86% | -0.07% | — | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.85% | -0.85% | EXIT | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.82% | -0.82% | EXIT | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.81% | -0.08% | +3.54% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.74% | +0.02% | +34.05% | |
| 44 | AEE | Ameren Corporation | Stock-Utilities | 0.72% | -0.12% | -1.07% | |
| 45 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.70% | -0.12% | +577.61% | |
| 46 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.69% | -0.06% | +0.59% | |
| 47 | PAHC | Phibro Animal Health Corp-a | Stock-Other | 0.69% | -0.69% | EXIT | |
| 48 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.67% | +0.03% | +8.60% | |
| 49 | RMD | Resmed Inc | Stock-Healthcare | 0.66% | -0.66% | EXIT | |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.65% | +0.10% | +3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBL | Jabil Inc | +1% | +652.78% | Add |
| 2 | AEP | American Electric Power | +1% | +1159.78% | Add |
| 3 | CB | Chubb Limited | +0.9% | +293.52% | Add |
| 4 | FLS | Flowserve CORP | +0.6% | +205.67% | Add |
| 5 | FIX | Comfort Systems USA Inc | +0.6% | -6.86% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.6% | +160.00% | Add |
| 7 | EXPE | Expedia Group Inc | +0.6% | +577.61% | Add |
| 8 | NYT | New York Times Co-a | +0.4% | +133.19% | Add |
| 9 | MU | Micron Technology Inc | +0.4% | +8.23% | Add |
| 10 | KLAC | Kla CORP | +0.4% | +15.86% | Add |
| 11 | GMED | Globus Medical Inc - A | +0.3% | +65.48% | Add |
| 12 | AMAT | Applied Materials Inc | +0.3% | -4.51% | Trim |
| 13 | PAHC | Phibro Animal Health Corp-a | +0.2% | +7.48% | Add |
| 14 | IDMO | Invesco S&p International De | +0.2% | +17.72% | Add |
| 15 | TTMI | Ttm Technologies | +0.2% | -6.51% | Trim |
| 16 | VBR | Vanguard Small-cap Value ETF | +0.2% | +170.88% | Add |
| 17 | POWL | Powell Industries Inc | +0.2% | -9.23% | Trim |
| 18 | IMCG | Ishares Morningstar Mid-cap | +0.2% | +34.05% | Add |
| 19 | COST | Costco Wholesale CORP | +0.2% | +129.53% | Add |
| 20 | EME | Emcor Group Inc | +0.2% | -6.72% | Trim |
| 21 | ISCF | Ishares International Small | +0.1% | +32.92% | Add |
| 22 | TEL | TE Connectivity plc | +0.1% | +21.48% | Add |
| 23 | BP | Bp Plc-spons Adr | +0.1% | -0.69% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -7.38% | Trim |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | -1.14% | Trim |
| 26 | DGII | Digi International Inc | +0.1% | +58.37% | Add |
| 27 | AX | Axos Financial Inc | 0% | +19.97% | Add |
| 28 | CVSA | Covista Inc | 0% | +27.41% | Add |
| 29 | TILE | Interface Inc | 0% | +69.16% | Add |
| 30 | AEE | Ameren Corporation | 0% | -1.07% | Trim |
| 31 | FESM | Fidelity Enhanced Small Cap | 0% | +8.60% | Add |
| 32 | ENVA | Enova International Inc | 0% | +26.97% | Add |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | +21.35% | Add |
| 34 | MGV | Vanguard Mega Cap Value ETF | 0% | +3.54% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +19.09% | Add |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | +14.29% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | -1.50% | Trim |
| 38 | NFG | National Fuel Gas Co | 0% | -5.67% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.02% | Add |
| 40 | MO | Altria Group Inc | 0% | +1.03% | Add |
| 41 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 42 | NJR | New Jersey Resources CORP | 0% | -5.97% | Trim |
| 43 | WMT | Walmart Inc | 0% | -3.90% | Trim |
| 44 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 45 | VTV | Vanguard Value ETF | — | +2.22% | Add |
| 46 | STRT | Strattec Security CORP | — | +5.12% | Add |
| 47 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 48 | IWF | Ishares Russell 1000 Growth | — | +15.13% | Add |
| 49 | NI | Nisource Inc | — | -6.94% | Trim |
| 50 | FE | Firstenergy CORP | — | -5.96% | 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 137 disclosed positions in Q1 2026.
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, GOOGL) accounted for 19.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
LRCX
市值: $11.7M
Top Position Liquidated / Trimmed
DIS
前期市值: $3.0M
During Q1 2026, Horizon Investment Services, LLC's top holdings by market value included NVDA (6.7%)、VCSH (5.5%)、GOOGL (4.5%). The largest single position, NVDA, represented 6.7% of total portfolio value.
In Q1 2026, Horizon Investment Services, LLC made 147 total portfolio adjustments, initiating 19 new buys, adding to 49 positions, trimming 58 holdings, and fully liquidating 21 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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