StockDriftsStockDriftsTop 50 Horizon Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPSB | 8.43% | 634.5K | $19.1M | +15.38%(+84.59K) | $29.95(+0.05%) | 2026-03-31 | |
| SPYG | SPYG | 8% | 184.9K | $18.1M | -10.84%(-22.47K) | $64.39(+76.66%) | 2026-03-31 | |
| SPYV | SPYV | 7.99% | 319.5K | $18.1M | -9.58%(-33.87K) | $43.34(+38.38%) | 2026-03-31 | |
| SPDW | SPDW | 5.64% | 279.8K | $12.8M | +1.74%(+4.77K) | $35.86(+37.17%) | 2026-03-31 | |
| SCHM | SCHM | 5.49% | 401.5K | $12.4M | -19.46%(-96.99K) | $26.29(+30.98%) | 2026-03-31 | |
| SPHY | SPHY | 5.06% | 491.2K | $11.5M | +26.08%(+101.61K) | $23.43(-0.12%) | 2026-03-31 | |
| SRLN | SRLN | 4.89% | 275.6K | $11.1M | +24.70%(+54.60K) | $41.29(-1.99%) | 2026-03-31 | |
| VGSH | VGSH | 4.69% | 181.4K | $10.6M | -1.37%(-2.53K) | $58.14(+0.23%) | 2026-03-31 | |
| XLK | XLK | 3.63% | 61.8K | $8.2M | +5.97%(+3.48K) | $98.05(+68.92%) | 2026-03-31 | |
| SCHA | SCHA | 3.5% | 272.7K | $7.9M | +3.68%(+9.67K) | $24.63(+34.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.64% | +24.72% |
| Top 20 Holdings Unweighted | +7.30% | +23.54% |
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