Horizon Advisory Services, Inc.
All 13F Filings
- Location
- West Henrietta, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 195,391
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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):
249
(0.1% of total reported value)
· QoQ Δ:
+249
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.54 K | 7.4% | 0 | 141 K | -141 K |
| ETFs | 140.4 K | 71.9% | 137.7 K | 0 | 137.7 K |
| Debt | 40.21 K | 20.6% | 810 | 0 | 810 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
195,391
Holdings
48
QoQ value change ($000)
-2,239
(-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.