Horizon Investment Services, LLC

Q1 2026 13F-HR Holdings

Location
Hammond, IN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$287,513
Net value change ($000)
+9,644 (3.5%)
New positions
19
Sold out positions
21
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LRCX 11,669 NEW
JBL 2,896 776.4%
AEP 2,773 1333.2%
CB 2,607 310.7%
FTI 2,481 NEW
FIX 1,939 37.6%
FLS 1,828 224.0%
LLY 1,771 122.5%
EXPE 1,648 452.7%
MU 1,180 28.1%
Top Reduces (Value $000, Stocks/ETFs)
APP -5,162 -47.3%
DIS -2,955 -100.0%
GD -2,687 -100.0%
COF -2,622 -100.0%
MSFT -2,466 -25.1%
NVDA -2,017 -9.5%
GOOGL -1,710 -11.6%
VEEV -1,706 -100.0%
UBER -1,508 -79.9%
AVGO -1,312 -12.4%
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