Horizon Investment Services, LLC

Q3 2025 13F-HR Holdings

Location
Hammond, IN
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
133
Total value ($000)
$264,888
Net value change ($000)
+36,643 (16.1%)
New positions
21
Sold out positions
10
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APP 6,520 100.8%
APH 3,855 376.1%
VCSH 3,681 34.5%
GOOGL 3,368 40.5%
NVDA 2,731 15.0%
SCHW 2,159 NEW
AVGO 1,897 22.0%
AAPL 1,650 26.4%
FIX 1,539 45.1%
ADT 1,508 NEW
Top Reduces (Value $000, Stocks/ETFs)
CB -4,606 -85.9%
QCOM -3,532 -100.0%
PAYC -2,741 -100.0%
PLMR -1,188 -100.0%
CPRX -1,119 -100.0%
EXEL -862 -60.8%
AEE -743 -27.2%
UNH -689 -65.6%
NRG -573 -72.8%
PGR -546 -11.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type