Horizon Investment Services, LLC
SEC Form 13F institutional filer · CIK 0001426940
13F-HR · 72 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
48.0%
Horizon Investment Services, LLC — $217M AUM allocation strategy
Horizon Investment Services, LLC files SEC Form 13F and reports $217M of long US equity value across 72 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.8%, followed by Communication Services 11.0% and Financials 9.6%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Horizon Investment Services, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$217M
total across 72 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AEP +20.9K sh · +$2.77M+$IVZ +15.6K sh · +$713K+$JBL +10.7K sh · +$2.9M
Biggest trims (shares)
−$UBER −17.8K sh · −$1.51M−$VOO −12.2K sh · −$1.26M−$NVDA −3.7K sh · −$2.02M
Exited to nil (held last quarter, gone now)
$DIS ($2.96M last qtr)$GD ($2.69M last qtr)$COF ($2.62M last qtr)$VEEV ($1.71M last qtr)$UNH ($345K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.5%—
- Interactive Media & Services8.4%—
- Semiconductor Materials & Equipment7.2%—
- Construction & Engineering5.8%—
- Asset Management & Custody Banks5.3%—
- Technology Hardware, Storage & Peripherals3.4%—
- Systems Software3.4%—
- Advertising2.7%—
- Other holdings48.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 110K | $19.1M | -3.7K | 8.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 45.4K | $13.1M | -1.77K | 6.0% |
| $LRCX | Lam Research Corporation | 54.6K | $11.7M | — | 5.4% |
| $AVGO | Broadcom Inc | 30K | $9.29M | -617 | 4.3% |
| $AAPL | Apple Inc | 29.7K | $7.53M | -1.2K | 3.5% |
| $MSFT | Microsoft Corporation | 19.9K | $7.36M | -436 | 3.4% |
| $IVZ | Invesco Ltd | 116K | $7.33M | +15.6K | 3.4% |
| $FIX | Comfort Systems USA Inc | 5.14K | $7.09M | -379 | 3.3% |
| $APP | Applovin Corporation | 14.4K | $5.74M | -1.76K | 2.6% |
…and 63 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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