Horizon Investment Services, LLC Top Holdings and 13F Report (2026) About Horizon Investment Services, LLCInvestment ActivityHorizon Investment Services, LLC has $359.53 million in total holdings as of June 30, 2026.Horizon Investment Services, LLC owns shares of 143 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 13.01% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Horizon Investment Services, LLC has purchased 137 new stocks and bought additional shares in 54 stocks.Horizon Investment Services, LLC sold shares of 52 stocks and completely divested from 17 stocks this quarter.Largest Holdings LAM RESEARCH CORP $23,161,132NVIDIA $21,941,269Micron Technology $16,833,553Alphabet $15,928,275Vanguard Short-Term Corporate Bond ETF $14,615,034 Largest New Holdings this Quarter 857477103 - State Street $4,786,960 Holding801056102 - Sanmina $2,731,239 Holding87162W100 - TD SYNNEX $2,636,774 Holding929740108 - Wabtec $1,696,883 Holding302301106 - EZCORP $1,504,002 Holding Largest Purchases this Quarter KLA 23,259 shares (about $7.02M)Dell Technologies 11,151 shares (about $4.81M)State Street 28,225 shares (about $4.79M)Vanguard Mega Cap Growth ETF 40,387 shares (about $3.55M)Sanmina 10,792 shares (about $2.73M) Largest Sales this Quarter The Hartford Insurance Group 32,046 shares (about $4.25M)Progressive 11,865 shares (about $2.59M)TTM Technologies 8,289 shares (about $1.55M)Micron Technology 1,335 shares (about $1.54M)Vanguard Short-Term Corporate Bond ETF 14,349 shares (about $1.13M) 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 PortfolioSectorLAM RESEARCH CORP$23,161,132$505,698 â–¼-2.1%53,4496.4%COM NEWNVDANVIDIA$21,941,269$9,404 â–¼0.0%109,6576.1%TechnologyMUMicron Technology$16,833,553$1,541,027 â–¼-8.4%14,5834.7%TechnologyGOOGLAlphabet$15,928,275$311,990 â–¼-1.9%44,5704.4%Communication ServicesVCSHVanguard Short-Term Corporate Bond ETF$14,615,034$1,134,003 â–¼-7.2%184,9304.1%ETFAVGOBroadcom$11,103,783$239,120 â–¼-2.1%29,3943.1%TechnologyFIXComfort Systems USA$9,784,871$410,346 â–¼-4.0%4,9362.7%IndustrialsAAPLApple$8,444,249$135,712 â–¼-1.6%29,1822.3%TechnologyAMATApplied Materials$8,230,594$132,320 â–¼-1.6%11,3832.3%TechnologyKLACKLA$7,813,358$7,017,721 â–²882.0%25,8962.2%TechnologyDELLDell Technologies$7,745,885$4,811,406 â–²164.0%17,9522.2%TechnologyMSFTMicrosoft$7,574,137$155,929 â–²2.1%20,3042.1%TechnologySPHYSPDR Portfolio High Yield Bond ETF$7,417,710$765,973 â–¼-9.4%316,4552.1%ETFAPPLOVIN CORP$7,054,014$376,118 â–¼-5.1%13,6912.0%COM CL AAPHAmphenol$6,778,468$2,292 â–¼0.0%38,4441.9%TechnologySTRLSterling Infrastructure$6,469,787$877,971 â–¼-11.9%7,7081.8%IndustrialsIDMOInvesco S&P International Developed Momentum ETF$6,320,482$305,853 â–²5.1%104,8341.8%ETFAMZNAmazon.com$6,297,941$230,715 â–²3.8%26,4241.8%Consumer DiscretionaryEMEEMCOR Group$6,044,877$12,448 â–¼-0.2%7,2841.7%IndustrialsVVisa$5,812,977$364,705 â–²6.7%16,9431.6%FinanceLLYEli Lilly and Company$5,616,063$1,421,409 â–²33.9%4,6821.6%HealthcareNTRSNorthern Trust$5,486,106$389,232 â–²7.6%31,5581.5%FinanceJBLJabil$5,260,368$515,783 â–²10.9%13,6461.5%TechnologyMETAMeta Platforms$5,242,271$141,394 â–²2.8%9,3061.5%Communication ServicesSTTState Street$4,786,960$4,786,960 â–²New Holding28,2251.3%FinanceMGKVanguard Mega Cap Growth ETF$4,438,431$3,550,446 â–²399.8%50,4881.2%ETFSPYSPDR S&P 500 ETF Trust$4,359,134$136,666 â–¼-3.0%5,8371.2%ETFIWBiShares Russell 1000 ETF$4,273,977$30,303 â–¼-0.7%10,4371.2%ETFESQEsquire Financial$4,228,546$67,536 â–²1.6%35,5011.2%FinanceAXPAmerican Express$4,147,384$104,860 â–¼-2.5%12,2611.2%FinanceGOOGAlphabet$3,583,362$153,002 â–²4.5%10,1411.0%Communication ServicesCBChubb$3,492,234$111,092 â–¼-3.1%10,2481.0%FinanceFBNDFidelity Total Bond ETF$3,405,894$143,749 â–¼-4.0%74,8710.9%ETFTTMITTM Technologies$3,376,272$1,550,209 â–¼-31.5%18,0530.9%TechnologyAEPAmerican Electric Power$3,160,510$49,526 â–²1.6%23,1010.9%UtilitiesTE CONNECTIVITY PLC$2,947,337$293,746 â–¼-9.1%14,6190.8%ORD SHSFTITechnipFMC$2,832,866$453,094 â–²19.0%42,7280.8%EnergyIMCGiShares Morningstar Mid-Cap Growth ETF$2,740,437$93,189 â–²3.5%27,8780.8%ETFSANMSanmina$2,731,239$2,731,239 â–²New Holding10,7920.8%TechnologySPMOInvesco S&P 500 Momentum ETF$2,693,415$19,224 â–²0.7%16,6730.7%ETFSNXTD SYNNEX$2,636,774$2,636,774 â–²New Holding9,8630.7%TechnologyMGVVanguard Mega Cap Value ETF$2,617,322$1,308 â–²0.0%16,0120.7%ETFFIDELITY COVINGTON TRUST$2,514,252$50,657 â–²2.1%52,0650.7%ENHANCED SML CAPGMEDGlobus Medical$2,510,780$206,927 â–²9.0%31,7780.7%HealthcareENVAEnova International$2,433,780$138,660 â–²6.0%10,1100.7%FinanceHALOHalozyme Therapeutics$2,253,628$164,289 â–¼-6.8%28,7930.6%HealthcarePOWLPowell Industries$2,200,390$1,341,310 â–²156.1%7,6840.6%IndustrialsAEEAmeren$2,140,976$2,148 â–²0.1%18,9390.6%UtilitiesEXPEExpedia Group$2,095,016$134,857 â–¼-6.0%8,1870.6%Consumer DiscretionaryWABWabtec$1,696,883$1,696,883 â–²New Holding6,2940.5%IndustrialsVONVVanguard Russell 1000 Value ETF$1,696,3890.0%15,9570.5%ETFAMEAMETEK$1,523,091$573,911 â–²60.5%6,2950.4%TechnologyEZPWEZCORP$1,504,002$1,504,002 â–²New Holding43,5060.4%FinanceNYTNew York Times$1,408,282$13,086 â–¼-0.9%20,1240.4%Communication ServicesVUGVanguard Growth ETF$1,394,310$1,166,806 â–²512.9%16,1860.4%ETFISCFiShares International Small Cap Equity Factor ETF$1,386,558$24,286 â–²1.8%32,0290.4%ETFASTRANA HEALTH INC$1,382,507$1,382,507 â–²New Holding29,7890.4%COM NEWFSLRFirst Solar$1,275,836$1,275,836 â–²New Holding5,4070.4%TechnologyVEAVanguard FTSE Developed Markets ETF$1,141,646$28,001 â–²2.5%16,0230.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,030,807$7,976 â–¼-0.8%19,3870.3%ETFREMITLY GLOBAL INC$1,017,481$1,017,481 â–²New Holding45,4030.3%COMTSLATesla$973,6890.0%2,3150.3%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$969,716$1,944 â–²0.2%3,9900.3%ETFVTVVanguard Value ETF$953,064$19,615 â–²2.1%4,3730.3%ETFDGIIDigi International$945,419$318,088 â–²50.7%12,6140.3%TechnologyVYMVanguard High Dividend Yield ETF$927,128$29,714 â–²3.3%5,8660.3%ETFBRK.BBerkshire Hathaway$871,679$10,008 â–²1.2%1,7420.2%FinanceSCHBSchwab US Broad Market ETF$856,590$2,027 â–²0.2%29,5780.2%ETFGWWW.W. Grainger$805,357$1,360 â–¼-0.2%5920.2%IndustrialsBPBP$802,0000.0%21,7050.2%EnergyBNDVanguard Total Bond Market ETF$780,614$46,618 â–¼-5.6%10,6330.2%ETFDGROiShares Core Dividend Growth ETF$761,047$15,083 â–¼-1.9%10,0410.2%ETFIWFiShares Russell 1000 Growth ETF$751,974$563,981 â–²300.0%6,0560.2%ETFVTIVanguard Total Stock Market ETF$751,088$15,547 â–¼-2.0%2,0290.2%ETFCOSTCostco Wholesale$730,982$3,744 â–¼-0.5%7810.2%Consumer StaplesVRTVertiv$691,403$33,482 â–¼-4.6%2,0650.2%IndustrialsXOMExxonMobil$682,545$5,059 â–¼-0.7%4,9920.2%EnergyPGRProgressive$669,818$2,592,104 â–¼-79.5%3,0660.2%FinancePMPhilip Morris International$662,032$6,152 â–¼-0.9%3,6590.2%Consumer StaplesATENA10 Networks$638,941$638,941 â–²New Holding17,1020.2%TechnologyJPMJPMorgan Chase & Co.$622,273$2,291 â–²0.4%1,9010.2%FinanceENSEnersys$585,485$58,455 â–²11.1%2,5040.2%IndustrialsASMLASML$565,001$5,968 â–¼-1.0%2840.2%TechnologyIWDiShares Russell 1000 Value ETF$559,5280.0%2,3080.2%ETFATGEAdtalem Global Education$538,282$38,271 â–²7.7%4,3180.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$534,8780.0%1,1200.1%TechnologyEVEREverQuote$521,001$163,794 â–¼-23.9%21,9000.1%Communication ServicesAROCArchrock$513,435$86,672 â–¼-14.4%12,6120.1%EnergySMSM Energy$511,430$511,430 â–²New Holding19,5950.1%EnergyNINiSource$492,637$1,807 â–²0.4%10,3600.1%UtilitiesNFGNational Fuel Gas$470,407$23,860 â–¼-4.8%6,0920.1%UtilitiesIJRiShares Core S&P Small-Cap ETF$458,884$148 â–²0.0%3,0940.1%ETFAVEMAvantis Emerging Markets Equity ETF$457,459$7,430 â–²1.7%4,7410.1%ETFIVViShares Core S&P 500 ETF$452,1480.0%6030.1%ETFATOAtmos Energy$451,116$2,585 â–¼-0.6%2,6180.1%UtilitiesOOMAOoma$449,075$449,075 â–²New Holding23,3650.1%TechnologyJNJJohnson & Johnson$448,530$508 â–¼-0.1%1,7660.1%HealthcareWALMART INC$448,335$15,518 â–¼-3.3%3,9580.1%COMEFAiShares MSCI EAFE ETF$428,1930.0%4,1220.1%ETFFLYWFlywire$420,362$420,362 â–²New Holding23,9250.1%FinanceShowing largest 100 holdings. 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