StockDriftsStockDriftsTop 50 Horizon Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPYG | 8.4% | 184.1K | $21.9M | -0.41%(-755) | $64.39(+90.84%) | 2026-06-30 | |
| SPYV | SPYV | 7.75% | 332.5K | $20.2M | +4.06%(+12.96K) | $43.92(+44.40%) | 2026-06-30 | |
| SPSB | SPSB | 7.62% | 661.8K | $19.9M | +4.29%(+27.23K) | $29.96(-0.01%) | 2026-06-30 | |
| SCHM | SCHM | 5.73% | 405.4K | $14.9M | +0.99%(+3.96K) | $26.36(+39.25%) | 2026-06-30 | |
| SPDW | SPDW | 5.46% | 282.4K | $14.2M | +0.96%(+2.68K) | $35.97(+45.13%) | 2026-06-30 | |
| XLK | XLK | 5.22% | 71.4K | $13.6M | +15.51%(+9.58K) | $106.24(+79.53%) | 2026-06-30 | |
| SPHY | SPHY | 4.58% | 509.7K | $11.9M | +3.78%(+18.56K) | $23.42(-0.57%) | 2026-06-30 | |
| VGSH | VGSH | 4.12% | 184.6K | $10.7M | +1.74%(+3.16K) | $58.14(+0.02%) | 2026-06-30 | |
| SRLN | SRLN | 4% | 258.6K | $10.4M | -6.16%(-16.98K) | $41.29(-1.73%) | 2026-06-30 | |
| SCHA | SCHA | 3.89% | 280.9K | $10.1M | +3.03%(+8.27K) | $24.85(+43.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.99% | +33.07% | +3.67% | +19.75% |
| Top 20 Holdings Unweighted | +9.11% | +29.90% | +3.07% | +16.35% |
Horizon Financial Services LLC reports $260.77M in US-listed equity holdings across 646 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (8.4%), SPYV (7.8%) and SPSB (7.6%). The top 20 holdings account for 73.98% of reported assets. Its disclosed equity book has returned +33.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Horizon Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674020). View Horizon Financial Services LLC’s 13F filings on SEC