Universe · entity
HORIZON FINANCIAL SERVICES, LLC
Institutional manager (13F) · CIK 1674020
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $214M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPSB | $19M | 634,547 |
| 2 | SPYG | $18M | 184,888 |
| 3 | SPYV | $18M | 319,526 |
| 4 | SPDW | $13M | 279,765 |
| 5 | SCHM | $12M | 401,484 |
| 6 | SPHY | $11M | 491,188 |
| 7 | SRLN | $11M | 275,617 |
| 8 | VGSH | $11M | 181,415 |
| 9 | XLK | $8M | 61,800 |
| 10 | SCHA | $8M | 272,656 |
| 11 | SPEM | $5M | 102,720 |
| 12 | SCHP | $5M | 179,494 |
| 13 | SPMB | $5M | 210,420 |
| 14 | XLF | $5M | 93,416 |
| 15 | VCLT | $4M | 57,538 |
| 16 | ICVT | $4M | 41,393 |
| 17 | VSS | $4M | 24,741 |
| 18 | SPTL | $3M | 124,777 |
| 19 | GLDM | $3M | 34,537 |
| 20 | VWOB | $3M | 47,679 |
| 21 | XLRE | $3M | 73,934 |
| 22 | XLI | $3M | 18,257 |
| 23 | XLV | $3M | 19,445 |
| 24 | MLPX | $3M | 36,848 |
| 25 | SJNK | $2M | 99,748 |
| 26 | FPE | $2M | 138,244 |
| 27 | FLRN | $2M | 75,124 |
| 28 | VCIT | $2M | 27,622 |
| 29 | XLY | $2M | 20,335 |
| 30 | XLP | $2M | 24,607 |
| 31 | XLC | $2M | 17,220 |
| 32 | XLU | $1M | 31,888 |
| 33 | MSFT | $1M | 3,722 |
| 34 | JPST | $1M | 26,134 |
| 35 | AAPL | $1M | 5,050 |
| 36 | XLB | $1M | 23,066 |
| 37 | DUK | $1M | 8,691 |
| 38 | SCHR | $1M | 41,482 |
| 39 | NVDA | $925k | 5,306 |
| 40 | LLY | $909k | 988 |
| 41 | XLE | $863k | 14,084 |
| 42 | HD | $839k | 2,552 |
| 43 | VTIP | $794k | 15,900 |
| 44 | PGHY | $640k | 32,955 |
| 45 | QQQ | $560k | 971 |
| 46 | CW | $554k | 813 |
| 47 | AMZN | $457k | 2,193 |
| 48 | VUG | $426k | 975 |
| 49 | VOE | $384k | 2,082 |
| 50 | LOW | $378k | 1,599 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.