Horizon Investment Services, LLC Top Holdings and 13F Report (2025) About Horizon Investment Services, LLCInvestment ActivityHorizon Investment Services, LLC has $228.25 million in total holdings as of June 30, 2025.Horizon Investment Services, LLC owns shares of 122 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 10.27% of the portfolio was sold this quarter.This quarter, Horizon Investment Services, LLC has purchased 110 new stocks and bought additional shares in 21 stocks.Horizon Investment Services, LLC sold shares of 69 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $18,225,113Vanguard Short-Term Corporate Bond ETF $10,654,592Microsoft $9,953,684Broadcom $8,614,502Alphabet $8,325,101 Largest New Holdings this Quarter 70432V102 - Paycom Software $2,741,406 Holding922475108 - Veeva Systems $2,383,322 Holding90353T100 - Uber Technologies $1,963,872 Holding30161Q104 - Exelixis $1,417,585 Holding032095101 - Amphenol $1,025,025 Holding Largest Purchases this Quarter Paycom Software 11,847 shares (about $2.74M)Veeva Systems 8,276 shares (about $2.38M)Uber Technologies 21,049 shares (about $1.96M)Exelixis 32,163 shares (about $1.42M)Amphenol 10,380 shares (about $1.03M) Largest Sales this Quarter ACI Worldwide 20,946 shares (about $961.63K)American Express 2,073 shares (about $661.27K)Amazon.com 2,724 shares (about $597.62K)Northern Trust 4,480 shares (about $568.03K)Thermo Fisher Scientific 1,221 shares (about $495.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHorizon Investment Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,225,113$71,412 ▲0.4%115,3568.0%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$10,654,592$235,161 ▲2.3%134,0204.7%ETFMSFTMicrosoft$9,953,684$252,187 ▼-2.5%20,0114.4%Computer and TechnologyAVGOBroadcom$8,614,502$392,533 ▼-4.4%31,2513.8%Computer and TechnologyGOOGLAlphabet$8,325,101$225,050 ▼-2.6%47,2393.6%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$7,929,883$358,262 ▼-4.3%333,1883.5%ETFMETAMeta Platforms$6,550,756$242,839 ▼-3.6%8,8752.9%Computer and TechnologyAPPLOVIN CORP$6,470,179$490,462 ▼-7.0%18,4822.8%COM CL AAAPLApple$6,258,397$267,546 ▼-4.1%30,5032.7%Computer and TechnologyVVisa$5,828,573$220,844 ▼-3.7%16,4162.6%Business ServicesCBChubb$5,364,142$358,401 ▼-6.3%18,5142.4%FinanceAMZNAmazon.com$5,165,318$597,618 ▼-10.4%23,5442.3%Retail/WholesalePGRProgressive$4,694,066$281,286 ▼-5.7%17,5892.1%FinanceHIGThe Hartford Insurance Group$4,177,406$295,106 ▼-6.6%32,9261.8%FinanceAXPAmerican Express$4,150,079$661,269 ▼-13.7%13,0101.8%FinanceEMEEMCOR Group$4,142,509$207,018 ▼-4.8%7,7441.8%ConstructionNTRSNorthern Trust$3,882,513$568,030 ▼-12.8%30,6211.7%FinanceIDMOInvesco S&P International Developed Momentum ETF$3,802,580$331,472 ▲9.5%74,2111.7%ETFSPYSPDR S&P 500 ETF Trust$3,660,881$4,943 ▼-0.1%5,9251.6%FinanceMGKVanguard Mega Cap Growth ETF$3,624,034$142,076 ▼-3.8%9,8971.6%ETFQCOMQUALCOMM$3,531,569$373,639 ▼-9.6%22,1741.5%Computer and TechnologyIWBiShares Russell 1000 ETF$3,507,724$141,613 ▼-3.9%10,3291.5%ETFBKNGBooking$3,503,194$11,581 ▲0.3%6051.5%Retail/WholesaleFIXComfort Systems USA$3,413,840$318,539 ▼-8.5%6,3661.5%ConstructionFBNDFidelity Total Bond ETF$3,404,931$189,270 ▼-5.3%74,4241.5%ETFDISWalt Disney$3,316,723$36,956 ▲1.1%26,7451.5%Consumer DiscretionaryESQEsquire Financial$3,303,309$380,066 ▼-10.3%34,8961.4%FinanceSTRLSterling Infrastructure$3,278,443$33,456 ▲1.0%14,2091.4%ConstructionTMUST-Mobile US$3,256,666$401,246 ▼-11.0%13,6681.4%Computer and TechnologyPAYCPaycom Software$2,741,406$2,741,406 ▲New Holding11,8471.2%Computer and TechnologyAEEAmeren$2,734,321$214,270 ▲8.5%28,4701.2%UtilitiesVEEVVeeva Systems$2,383,322$2,383,322 ▲New Holding8,2761.0%MedicalRMDResMed$2,301,060$314,532 ▲15.8%8,9181.0%MedicalAMATApplied Materials$2,147,521$20,871 ▼-1.0%11,7300.9%Computer and TechnologyMGVVanguard Mega Cap Value ETF$2,015,206$127,139 ▼-5.9%15,3590.9%ETFUBERUber Technologies$1,963,872$1,963,872 ▲New Holding21,0490.9%Computer and TechnologyGOOGAlphabet$1,743,055$14,369 ▼-0.8%9,8260.8%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$1,728,501$212,014 ▲14.0%15,3680.8%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,571,105$131,661 ▼-7.7%19,5820.7%ETFVONVVanguard Russell 1000 Value ETF$1,444,9060.0%16,9570.6%ETFEXELExelixis$1,417,585$1,417,585 ▲New Holding32,1630.6%MedicalHALOHalozyme Therapeutics$1,407,765$655,244 ▲87.1%27,0620.6%MedicalFIDELITY COVINGTON TRUST$1,293,458$31,158 ▼-2.4%40,4330.6%ENHANCED SMALLPRIMPrimoris Services$1,238,826$374,750 ▼-23.2%15,8940.5%ConstructionPLMRPalomar$1,188,188$328,553 ▼-21.7%7,7030.5%FinanceCPRXCatalyst Pharmaceuticals$1,118,635$33,744 ▲3.1%51,5500.5%MedicalPOWLPowell Industries$1,117,104$118,066 ▼-9.6%5,3080.5%IndustrialsLLYEli Lilly and Company$1,105,416$13,253 ▼-1.2%1,4180.5%MedicalIVOVVanguard S&P Mid-Cap 400 Value ETF$1,093,767$51,270 ▼-4.5%11,4560.5%ETFUNHUnitedHealth Group$1,050,058$46,184 ▼-4.2%3,3650.5%MedicalAPHAmphenol$1,025,025$1,025,025 ▲New Holding10,3800.4%Computer and TechnologyEVEREverQuote$997,788$997,788 ▲New Holding41,2650.4%FinanceVUGVanguard Growth ETF$994,015$36,393 ▼-3.5%2,2670.4%ETFTSLATesla$939,003$25,413 ▲2.8%2,9560.4%Auto/Tires/TrucksNFGNational Fuel Gas$913,241$352,589 ▲62.9%10,7800.4%EnergyVEAVanguard FTSE Developed Markets ETF$897,325$741 ▲0.1%15,7390.4%ETFKLACKLA$882,304$882,304 ▲New Holding9850.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$864,916$89,393 ▼-9.4%11,7460.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$834,948$67,945 ▼-7.5%15,6680.4%ManufacturingNRGNRG Energy$786,877$120,762 ▼-13.3%4,9000.3%UtilitiesISCFiShares International Small Cap Equity Factor ETF$756,465$23,379 ▼-3.0%19,5110.3%ETFVYMVanguard High Dividend Yield ETF$756,105$8,000 ▼-1.0%5,6710.3%ETFVTVVanguard Value ETF$752,640$24,923 ▼-3.2%4,2580.3%ETFGWWW.W. Grainger$698,001$41,610 ▼-5.6%6710.3%IndustrialsSCHBSchwab US Broad Market ETF$694,943$31,647 ▼-4.4%29,1620.3%ETFDGROiShares Core Dividend Growth ETF$665,840$125,073 ▼-15.8%10,4130.3%ETFPMPhilip Morris International$647,491$12,021 ▼-1.8%3,5550.3%Consumer StaplesBPBP$636,1620.0%21,2550.3%EnergyPINSPinterest$602,771$602,771 ▲New Holding16,8090.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$560,0210.0%1,3190.2%ETFVTIVanguard Total Stock Market ETF$499,059$93,308 ▼-15.8%1,6420.2%ETFXOMExxon Mobil$491,536$1,617 ▼-0.3%4,5590.2%EnergyNEENextEra Energy$486,283$6,249 ▼-1.3%7,0040.2%UtilitiesNINiSource$436,536$29,893 ▼-6.4%10,8210.2%UtilitiesATOAtmos Energy$427,686$20,036 ▼-4.5%2,7750.2%UtilitiesATGEAdtalem Global Education$417,187$104,456 ▼-20.0%3,2790.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$413,5190.0%1,4260.2%FinanceWECWEC Energy Group$395,082$33,141 ▲9.2%3,7910.2%UtilitiesPGProcter & Gamble$382,180$56,578 ▲17.4%2,3980.2%Consumer StaplesIVViShares Core S&P 500 ETF$375,4370.0%6040.2%ETFIWDiShares Russell 1000 Value ETF$371,1740.0%1,9110.2%ETFEFAiShares MSCI EAFE ETF$368,4660.0%4,1220.2%FinanceTMOThermo Fisher Scientific$366,941$495,066 ▼-57.4%9050.2%MedicalWMTWalmart$362,376$2,738 ▼-0.7%3,7060.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$338,0790.0%3,0930.1%ETFJBLJabil$338,055$6,325 ▼-1.8%1,5500.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$337,291$180,081 ▼-34.8%12,7270.1%ETFNXTNextracker$334,212$8,590 ▼-2.5%6,1470.1%EnergyCMCSAComcast$331,239$36,511 ▼-9.9%9,2810.1%Consumer DiscretionaryDUKDuke Energy$325,692$118 ▲0.0%2,7600.1%UtilitiesTTMITTM Technologies$316,355$316,355 ▲New Holding7,7500.1%Computer and TechnologyUGIUGI$301,312$8,122 ▲2.8%8,2730.1%UtilitiesXELXcel Energy$294,426$17,844 ▼-5.7%4,3230.1%UtilitiesDORMDorman Products$293,181$41,708 ▼-12.5%2,3900.1%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$289,213$2,145 ▼-0.7%1,4830.1%ETFVRTVertiv$287,638$287,638 ▲New Holding2,2400.1%Computer and TechnologyAXAxos Financial$279,295$279,295 ▲New Holding3,6730.1%FinanceACIWACI Worldwide$276,700$961,632 ▼-77.7%6,0270.1%Computer and TechnologyCOSTCostco Wholesale$266,373$18,814 ▲7.6%2690.1%Retail/WholesaleNJRNewJersey Resources$259,266$13,134 ▼-4.8%5,7840.1%UtilitiesShowing largest 100 holdings. 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