Horizon Advisory Services, Inc.
All 13F Filings
- Location
- West Henrietta, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 197,630
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 155.5 K | 78.7% | 496 | 0 | 496 |
| ETFs | 2.728 K | 1.4% | 443 | 0 | 443 |
| Debt | 39.4 K | 19.9% | 1.26 K | 0 | 1.26 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
197,630
Holdings
49
QoQ value change ($000)
2,191
(1.1%)
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.