Horizon Advisory Services, Inc.

All 13F Filings

Location
West Henrietta, NY
Most recent 13F
Q2 2026
Holdings value ($000)
237,621
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/3/2026 50 237,621 13F-HR Horizon Advisory Services, Inc.
Q1 2026 4/22/2026 48 195,391 13F-HR Horizon Advisory Services, Inc.
Q4 2025 1/29/2026 49 197,630 13F-HR Horizon Advisory Services, Inc.
Q3 2025 10/15/2025 45 195,439 13F-HR Horizon Advisory Services, Inc.
Q2 2025 7/23/2025 46 186,150 13F-HR Horizon Advisory Services, Inc.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 515 (0.2% of total reported value) · QoQ Δ: +266
Type Value ($000) Share % Inflow Outflow Net
Stocks 14.45 K 6.1% 0 83 -83
ETFs 181.7 K 76.6% 41.28 K 0 41.28 K
Debt 40.97 K 17.3% 762 0 762
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
237,621
Holdings
50
QoQ value change ($000)
42,230 (21.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.