Horizon Investment Services, LLC

13F filer · CIK 0001426940

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$360MU.S. long equity reported on 13F

Positions10619 new · 16 closed

Net flow last quarter-$416KBuys minus sells

Top 10 positions weight36.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026106 positions
LRCXLam Research Corp	$23.2M	6.44%	0.00%	-2.1%	Q3 2014
NVDANvidia Corp	$21.9M	6.10%	0.00%	0.0%	Q1 2015
MUMicron Technology Inc	$16.8M	4.68%	0.00%	-8.4%	Q4 2014
GOOGLAlphabet Inc.	$15.9M	4.43%	0.00%	-1.9%	Q4 2015
AVGOBroadcom Inc.	$11.1M	3.09%	0.00%	-2.1%	Q3 2023
FIXComfort Systems USA Inc	$9.78M	2.72%	0.01%	-4.0%	Q1 2016
AAPLApple Inc.	$8.44M	2.35%	0.00%	-1.6%	Q2 2013
AMATApplied Materials Inc	$8.23M	2.29%	0.00%	-1.6%	Q2 2016
KLACKla Corp	$7.81M	2.17%	0.00%	-1.8%	Q2 2025
DELLDell Technologies Inc.	$7.75M	2.15%	0.00%	+164.0%	Q1 2022
MSFTMicrosoft Corp	$7.57M	2.11%	0.00%	+2.1%	Q3 2018
APPAppLovin Corp	$7.05M	1.96%	0.00%	-5.1%	Q2 2024
APHAmphenol Corp	$6.78M	1.89%	0.00%	0.0%	Q2 2025
STRLSterling Infrastructure, Inc.	$6.47M	1.80%	0.03%	-12.0%	Q4 2022
AMZNAmazon Com Inc	$6.3M	1.75%	0.00%	+3.8%	Q4 2015
EMEEMCOR Group, Inc.	$6.04M	1.68%	0.02%	-0.2%	Q2 2023
VVisa Inc.	$5.81M	1.62%	0.00%	+6.7%	Q2 2013
LLYELI LILLY & Co	$5.62M	1.56%	0.00%	+33.9%	Q3 2019
NTRSNorthern Trust Corp	$5.49M	1.53%	0.02%	+7.6%	Q4 2024
JBLJabil Inc	$5.26M	1.46%	0.01%	+10.9%	Q4 2015
METAMeta Platforms, Inc.	$5.24M	1.46%	Not reported	+2.8%	Q2 2017
STTState Street Corp	$4.79M	1.33%	0.01%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$4.36M	1.21%	Not reported	-3.0%	Q1 2019
ESQEsquire Financial Holdings, Inc.	$4.23M	1.18%	0.41%	+1.6%	Q3 2022
AXPAmerican Express Co	$4.15M	1.15%	0.00%	-2.5%	Q2 2013
GOOGAlphabet Inc.	$3.58M	1.00%	Not reported	+4.5%	Q4 2015
CBChubb Ltd	$3.49M	0.97%	0.00%	-3.1%	Q4 2014
TTMITTM Technologies Inc	$3.38M	0.94%	0.02%	-31.5%	Q4 2016
AEPAmerican Electric Power Co Inc	$3.16M	0.88%	0.00%	+1.6%	Q3 2018
TELTE Connectivity plc	$2.95M	0.82%	0.01%	-9.1%	Q4 2025
FTITechnipFMC plc	$2.83M	0.79%	0.01%	+19.0%	Q1 2026
SANMSanmina Corp	$2.73M	0.76%	0.02%	Not reported	Q3 2014
SNXTD Synnex Corp	$2.64M	0.73%	0.01%	Not reported	Q2 2024
GMEDGlobus Medical Inc	$2.51M	0.70%	0.02%	+9.0%	Q1 2025
ENVAEnova International, Inc.	$2.43M	0.68%	0.04%	+6.0%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$2.25M	0.63%	0.03%	-6.8%	Q3 2024
POWLPowell Industries Inc	$2.2M	0.61%	0.02%	-14.6%	Q1 2024
AEEAmeren Corp	$2.14M	0.60%	0.01%	+0.1%	Q4 2018
EXPEExpedia Group, Inc.	$2.1M	0.58%	0.01%	-6.1%	Q4 2025
WABWestinghouse Air Brake Technologies Corp	$1.7M	0.47%	0.00%	Not reported	Q2 2013
AMEAmetek Inc/	$1.52M	0.42%	0.00%	+60.5%	Q1 2026
EZPWEzcorp Inc	$1.5M	0.42%	Not reported	New	Q2 2026
NYTNew York Times Co	$1.41M	0.39%	Not reported	-0.9%	Q3 2025
ASTHAstrana Health, Inc.	$1.38M	0.38%	0.05%	New	Q2 2026
FSLRFirst Solar, Inc.	$1.28M	0.35%	0.01%	New	Q2 2026
RELYRemitly Global, Inc.	$1.02M	0.28%	0.02%	New	Q2 2026
TSLATesla, Inc.	$974K	0.27%	0.00%	Not reported	Q4 2020
DGIIDigi International Inc	$945K	0.26%	0.03%	+50.7%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$927K	0.26%	Not reported	+3.3%	Q3 2014
BRK.BBerkshire Hathaway Inc	$872K	0.24%	Not reported	+1.2%	Q4 2025

Q1 2026Reported May 15, 2026103 positions
NVDANvidia Corp	$19.1M	6.65%	0.00%	-3.3%	Q1 2015
GOOGLAlphabet Inc.	$13.1M	4.55%	0.00%	-3.8%	Q4 2015
LRCXLam Research Corp	$11.7M	4.06%	0.00%	Not reported	Q3 2014
AVGOBroadcom Inc.	$9.29M	3.23%	0.00%	-2.0%	Q3 2023
AAPLApple Inc.	$7.53M	2.62%	0.00%	-3.9%	Q2 2013
MSFTMicrosoft Corp	$7.36M	2.56%	0.00%	-2.2%	Q3 2018
FIXComfort Systems USA Inc	$7.09M	2.47%	0.01%	-6.9%	Q1 2016
APPAppLovin Corp	$5.74M	2.00%	0.00%	-10.9%	Q2 2024
EMEEMCOR Group, Inc.	$5.39M	1.87%	0.02%	-6.7%	Q2 2023
MUMicron Technology Inc	$5.38M	1.87%	0.00%	+8.2%	Q4 2014
AMZNAmazon Com Inc	$5.3M	1.84%	0.00%	-1.9%	Q4 2015
METAMeta Platforms, Inc.	$5.18M	1.80%	Not reported	+0.4%	Q2 2017
APHAmphenol Corp	$4.86M	1.69%	0.00%	-3.2%	Q2 2025
VVisa Inc.	$4.8M	1.67%	0.00%	-3.3%	Q2 2013
HIGHartford Insurance Group, Inc.	$4.63M	1.61%	0.01%	0.0%	Q1 2016
NTRSNorthern Trust Corp	$4.09M	1.42%	0.02%	-0.7%	Q4 2024
AMATApplied Materials Inc	$3.95M	1.37%	0.00%	-4.5%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$3.92M	1.36%	Not reported	0.0%	Q1 2019
KLACKla Corp	$3.88M	1.35%	0.00%	+15.9%	Q2 2025
AXPAmerican Express Co	$3.8M	1.32%	0.00%	-2.7%	Q2 2013
ESQEsquire Financial Holdings, Inc.	$3.76M	1.31%	0.40%	-2.8%	Q3 2022
STRLSterling Infrastructure, Inc.	$3.57M	1.24%	0.03%	-31.2%	Q4 2022
CBChubb Ltd	$3.45M	1.20%	0.00%	+293.5%	Q4 2014
TELTE Connectivity plc	$3.36M	1.17%	0.01%	+21.5%	Q4 2025
JBLJabil Inc	$3.27M	1.14%	0.01%	+652.8%	Q4 2015
LLYELI LILLY & Co	$3.22M	1.12%	0.00%	+160.0%	Q3 2019
AEPAmerican Electric Power Co Inc	$2.98M	1.04%	0.00%	+1159.8%	Q3 2018
PGRProgressive Corp	$2.96M	1.03%	0.00%	-2.3%	Q4 2014
GOOGAlphabet Inc.	$2.79M	0.97%	Not reported	-2.6%	Q4 2015
FLSFlowserve Corp	$2.64M	0.92%	0.03%	+205.7%	Q4 2025
TTMITTM Technologies Inc	$2.57M	0.89%	0.03%	-6.5%	Q4 2016
GMEDGlobus Medical Inc	$2.51M	0.87%	0.02%	+65.5%	Q1 2025
FTITechnipFMC plc	$2.48M	0.86%	0.01%	New	Q1 2026
SCHWSchwab Charles Corp	$2.45M	0.85%	0.00%	+4.1%	Q4 2019
BKNGBooking Holdings Inc.	$2.36M	0.82%	0.00%	-7.0%	Q4 2018
AEEAmeren Corp	$2.08M	0.72%	0.01%	-1.1%	Q4 2018
EXPEExpedia Group, Inc.	$2.01M	0.70%	0.01%	+577.6%	Q4 2025
HALOHalozyme Therapeutics, Inc.	$2M	0.69%	0.03%	+0.6%	Q3 2024
PAHCPhibro Animal Health Corp	$1.98M	0.69%	0.05%	+7.5%	Q3 2025
RMDResmed Inc	$1.88M	0.66%	0.01%	+1.1%	Q4 2024
NYTNew York Times Co	$1.7M	0.59%	Not reported	+133.2%	Q3 2025
POWLPowell Industries Inc	$1.62M	0.56%	0.01%	-9.2%	Q1 2024
ENVAEnova International, Inc.	$1.3M	0.45%	0.04%	+27.0%	Q4 2024
DELLDell Technologies Inc.	$1.12M	0.39%	0.00%	Not reported	Q1 2022
AXAxos Financial, Inc.	$1.07M	0.37%	0.02%	+20.0%	Q2 2025
BPBP PLC	$1.02M	0.35%	Not reported	-0.7%	Q3 2019
NXTNextpower Inc.	$1.01M	0.35%	0.01%	-27.6%	Q1 2025
PRIMPrimoris Services Corp	$922K	0.32%	0.01%	-56.6%	Q1 2021
THRThermon Group Holdings, Inc.	$913K	0.32%	0.06%	Not reported	Q1 2023
TSLATesla, Inc.	$861K	0.30%	0.00%	-21.9%	Q4 2020

Q4 2025Reported Feb 13, 2026103 positions
NVDANvidia Corp	$21.2M	7.61%	0.00%	+1.0%	Q1 2015
GOOGLAlphabet Inc.	$14.8M	5.32%	0.00%	-1.8%	Q4 2015
APPAppLovin Corp	$10.9M	3.92%	0.00%	-10.5%	Q2 2024
AVGOBroadcom Inc.	$10.6M	3.82%	0.00%	-3.8%	Q3 2023
MSFTMicrosoft Corp	$9.83M	3.54%	0.00%	-0.1%	Q3 2018
AAPLApple Inc.	$8.39M	3.02%	0.00%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$5.99M	2.16%	0.00%	+4.2%	Q4 2015
METAMeta Platforms, Inc.	$5.95M	2.14%	Not reported	-0.1%	Q2 2017
VVisa Inc.	$5.76M	2.07%	0.00%	-2.3%	Q2 2013
APHAmphenol Corp	$5.37M	1.93%	0.00%	+0.8%	Q2 2025
FIXComfort Systems USA Inc	$5.15M	1.85%	0.02%	-8.0%	Q1 2016
EMEEMCOR Group, Inc.	$4.79M	1.72%	0.02%	-3.2%	Q2 2023
AXPAmerican Express Co	$4.78M	1.72%	0.00%	+4.4%	Q2 2013
HIGHartford Insurance Group, Inc.	$4.72M	1.70%	0.01%	+0.1%	Q1 2016
MUMicron Technology Inc	$4.2M	1.51%	0.00%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$4.1M	1.48%	Not reported	0.0%	Q1 2019
NTRSNorthern Trust Corp	$4.03M	1.45%	0.02%	-2.4%	Q4 2024
STRLSterling Infrastructure, Inc.	$3.9M	1.40%	0.04%	-8.2%	Q4 2022
ESQEsquire Financial Holdings, Inc.	$3.67M	1.32%	0.42%	-1.6%	Q3 2022
PGRProgressive Corp	$3.48M	1.25%	0.00%	-9.0%	Q4 2014
BKNGBooking Holdings Inc.	$3.22M	1.16%	0.00%	-2.0%	Q4 2018
GOOGAlphabet Inc.	$3.13M	1.13%	Not reported	-0.7%	Q4 2015
AMATApplied Materials Inc	$3.11M	1.12%	0.00%	0.0%	Q2 2016
TELTE Connectivity plc	$3.01M	1.08%	0.00%	New	Q4 2025
DISWalt Disney Co	$2.96M	1.06%	0.00%	-8.1%	Q3 2015
KLACKla Corp	$2.77M	1.00%	0.00%	+4.4%	Q2 2025
GDGeneral Dynamics Corp	$2.69M	0.97%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$2.62M	0.94%	0.00%	+189.7%	Q3 2013
SCHWSchwab Charles Corp	$2.51M	0.90%	0.00%	+10.9%	Q4 2019
HALOHalozyme Therapeutics, Inc.	$2.07M	0.74%	0.03%	+1.4%	Q3 2024
RMDResmed Inc	$2M	0.72%	0.01%	-16.1%	Q4 2024
TTMITTM Technologies Inc	$1.94M	0.70%	0.03%	+2.2%	Q4 2016
AEEAmeren Corp	$1.91M	0.69%	0.01%	+0.3%	Q4 2018
UBERUber Technologies, Inc	$1.89M	0.68%	0.00%	-14.7%	Q2 2025
PRIMPrimoris Services Corp	$1.85M	0.66%	0.03%	-6.3%	Q1 2021
VEEVVeeva Systems Inc	$1.71M	0.61%	0.00%	-26.0%	Q2 2025
GMEDGlobus Medical Inc	$1.54M	0.55%	0.01%	Not reported	Q1 2025
LLYELI LILLY & Co	$1.45M	0.52%	0.00%	-7.8%	Q3 2019
TSLATesla, Inc.	$1.33M	0.48%	0.00%	-2.5%	Q4 2020
PAHCPhibro Animal Health Corp	$1.24M	0.45%	0.05%	+241.3%	Q3 2025
ENVAEnova International, Inc.	$1.18M	0.42%	0.03%	Not reported	Q4 2024
POWLPowell Industries Inc	$1.05M	0.38%	0.03%	-32.6%	Q1 2024
NXTNextpower Inc.	$1.01M	0.36%	0.01%	+124.8%	Q1 2025
QLYSQualys, Inc.	$947K	0.34%	0.02%	New	Q4 2025
AXAxos Financial, Inc.	$904K	0.33%	0.02%	-28.0%	Q2 2025
BRK.BBerkshire Hathaway Inc	$858K	0.31%	Not reported	New	Q4 2025
CBChubb Ltd	$839K	0.30%	0.00%	Not reported	Q4 2014
FLSFlowserve Corp	$816K	0.29%	0.01%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$815K	0.29%	Not reported	Not reported	Q3 2014
BPBP PLC	$759K	0.27%	Not reported	+2.8%	Q3 2019

Q3 2025Reported Nov 5, 202597 positions
NVDANvidia Corp	$21M	7.91%	0.00%	-2.6%	Q1 2015
APPAppLovin Corp	$13M	4.90%	0.01%	-2.2%	Q2 2024
GOOGLAlphabet Inc.	$11.7M	4.41%	0.00%	+1.8%	Q4 2015
MSFTMicrosoft Corp	$10.5M	3.98%	0.00%	+1.6%	Q3 2018
AVGOBroadcom Inc.	$10.5M	3.97%	0.00%	+2.0%	Q3 2023
AAPLApple Inc.	$7.91M	2.99%	0.00%	+1.8%	Q2 2013
METAMeta Platforms, Inc.	$6.63M	2.50%	Not reported	+1.7%	Q2 2017
VVisa Inc.	$5.73M	2.16%	0.00%	+2.3%	Q2 2013
AMZNAmazon Com Inc	$5.47M	2.06%	0.00%	+5.8%	Q4 2015
EMEEMCOR Group, Inc.	$5.25M	1.98%	0.02%	+4.3%	Q2 2023
FIXComfort Systems USA Inc	$4.95M	1.87%	0.02%	-5.7%	Q1 2016
APHAmphenol Corp	$4.88M	1.84%	0.00%	+279.9%	Q2 2025
STRLSterling Infrastructure, Inc.	$4.71M	1.78%	0.05%	-2.5%	Q4 2022
HIGHartford Insurance Group, Inc.	$4.56M	1.72%	0.01%	+3.9%	Q1 2016
PGRProgressive Corp	$4.15M	1.57%	0.00%	-4.5%	Q4 2014
AXPAmerican Express Co	$4.11M	1.55%	0.00%	-4.9%	Q2 2013
NTRSNorthern Trust Corp	$4.07M	1.54%	0.02%	-1.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$4.01M	1.51%	Not reported	+1.6%	Q1 2019
ESQEsquire Financial Holdings, Inc.	$3.73M	1.41%	0.43%	+4.7%	Q3 2022
BKNGBooking Holdings Inc.	$3.32M	1.25%	0.00%	+1.5%	Q4 2018
TMUST-Mobile US, Inc.	$3.3M	1.24%	0.00%	+0.8%	Q4 2024
DISWalt Disney Co	$3.24M	1.22%	0.00%	+5.7%	Q3 2015
VEEVVeeva Systems Inc	$3.08M	1.16%	0.01%	+24.8%	Q2 2025
RMDResmed Inc	$2.71M	1.02%	0.01%	+11.0%	Q4 2024
UBERUber Technologies, Inc	$2.65M	1.00%	0.00%	+28.6%	Q2 2025
AMATApplied Materials Inc	$2.48M	0.94%	0.00%	+3.3%	Q2 2016
GOOGAlphabet Inc.	$2.44M	0.92%	Not reported	+2.1%	Q4 2015
KLACKla Corp	$2.35M	0.89%	0.00%	+121.4%	Q2 2025
HALOHalozyme Therapeutics, Inc.	$2.22M	0.84%	0.03%	+11.9%	Q3 2024
PRIMPrimoris Services Corp	$2.18M	0.82%	0.03%	-0.1%	Q1 2021
SCHWSchwab Charles Corp	$2.16M	0.82%	0.00%	Not reported	Q4 2019
AEEAmeren Corp	$1.99M	0.75%	0.01%	-33.0%	Q4 2018
CVSACovista Inc.	$1.67M	0.63%	0.03%	+230.2%	Q1 2025
TTMITTM Technologies Inc	$1.59M	0.60%	0.03%	+255.7%	Q4 2016
ADTADT Inc.	$1.51M	0.57%	0.02%	Not reported	Q1 2015
POWLPowell Industries Inc	$1.49M	0.56%	0.01%	-7.7%	Q1 2024
TSLATesla, Inc.	$1.35M	0.51%	0.00%	+2.9%	Q4 2020
AXAxos Financial, Inc.	$1.23M	0.47%	0.03%	+297.1%	Q2 2025
PTCPTC Inc.	$1.13M	0.43%	0.00%	Not reported	Q2 2014
LLYELI LILLY & Co	$1.11M	0.42%	0.00%	+2.9%	Q3 2019
NFGNational Fuel Gas Co	$1.03M	0.39%	0.01%	+3.9%	Q1 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$800K	0.30%	Not reported	+0.1%	Q3 2014
COFCapital One Financial Corp	$794K	0.30%	0.00%	Not reported	Q3 2013
EVEREverQuote, Inc.	$784K	0.30%	Not reported	-17.0%	Q2 2025
CBChubb Ltd	$758K	0.29%	0.00%	-85.5%	Q4 2014
BPBP PLC	$732K	0.28%	Not reported	Not reported	Q3 2019
PMPhilip Morris International Inc.	$634K	0.24%	0.00%	+10.0%	Q4 2019
GWWW.W. Grainger, Inc.	$625K	0.24%	0.00%	-2.2%	Q4 2022
XOMExxonMobil Holdings Corp	$600K	0.23%	0.00%	+16.7%	Q2 2013
PINSPinterest, Inc.	$576K	0.22%	0.01%	+6.6%	Q2 2025

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