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Latest Horizon Investment Services, LLC Stock Portfolio

Horizon Investment Services, LLC Performance:
2025 Q3: 11.05%YTD: 17.94%2024: 24.96%
Performance for 2025 Q3 is 11.05%, and YTD is 17.94%, and 2024 is 24.96%.

About Horizon Investment Services, LLC and 13F Hedge Fund Stock Holdings

Horizon Investment Services, LLC is a hedge fund based in HAMMOND, IN. On 20-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $224 Millions. In it's latest 13F Holdings report, Horizon Investment Services, LLC reported an equity portfolio of $264.9 Millions as of 30 Sep, 2025.

The top stock holdings of Horizon Investment Services, LLC are NVDA, BNDW, APP. The fund has invested 7.9% of it's portfolio in NVIDIA CORPORATION and 5.4% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off QUALCOMM INC (QCOM), PAYCOM SOFTWARE INC (PAYC) and PALOMAR HLDGS INC (PLMR) stocks. They significantly reduced their stock positions in CHUBB LIMITED (CB), NRG ENERGY INC (NRG) and UNITEDHEALTH GROUP INC (UNH). Horizon Investment Services, LLC opened new stock positions in SCHWAB CHARLES CORP (SCHW), ADT INC DEL (ADT) and PTC INC (PTC). The fund showed a lot of confidence in some stocks as they added substantially to AXOS FINANCIAL INC (AX), AMPHENOL CORP NEW (APH) and TTM TECHNOLOGIES INC (TTMI).

Horizon Investment Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Horizon Investment Services, LLC made a return of 11.05% in the last quarter. In trailing 12 months, it's portfolio return was 23.77%.

New Buys

Ticker$ Bought
schwab charles corp2,159,040
adt inc del1,508,180
ptc inc1,130,210
capital one finl corp793,986
phibro animal health corp394,080
essential utils inc372,546
lyft inc359,952
strattec sec corp349,488
New stocks bought by Horizon Investment Services, LLC

Additions

Ticker% Inc.
axos financial inc297
amphenol corp new279
ttm technologies inc255
adtalem global ed inc230
kla corp121
ugi corp new66.15
costco whsl corp new34.57
vanguard scottsdale fds33.83
Additions to existing portfolio by Horizon Investment Services, LLC

Reductions

Ticker% Reduced
chubb limited-85.49
nrg energy inc-73.08
unitedhealth group inc-68.92
exelixis inc-58.18
ameren corp-33.02
nextera energy inc-26.78
everquote inc-16.96
nextracker inc-16.28
Horizon Investment Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
catalyst pharmaceuticals inc-1,118,640
qualcomm inc-3,531,570
paycom software inc-2,741,410
comcast corp new-331,239
palomar hldgs inc-1,188,190
aci worldwide inc-276,700
wec energy group inc-395,082
novo-nordisk a s-230,872
Horizon Investment Services, LLC got rid off the above stocks

Sector Distribution

Horizon Investment Services, LLC has about 30% of it's holdings in Technology sector.

Sector%
Technology30
Others25.2
Financial Services12.1
Communication Services10.9
Industrials8.6
Healthcare4.3
Consumer Cyclical4.2
Utilities2.5
Consumer Defensive1.5

Market Cap. Distribution

Horizon Investment Services, LLC has about 64.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP34.9
LARGE-CAP29.8
UNALLOCATED25.3
MID-CAP6.7
SMALL-CAP3.2

Stocks belong to which Index?

About 63.2% of the stocks held by Horizon Investment Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50053
Others36.8
RUSSELL 200010.2
Top 5 Winners (%)%
APP
applovin corp
105.3 %
PRIM
primoris svcs corp
76.2 %
FIX
comfort sys usa inc
53.9 %
STRL
sterling infrastructure inc
47.2 %
POWL
powell inds inc
44.8 %
Top 5 Winners ($)$
APP
applovin corp
6.8 M
NVDA
nvidia corporation
3.3 M
GOOG
alphabet inc
3.2 M
FIX
comfort sys usa inc
1.8 M
AVGO
broadcom inc
1.7 M
Top 5 Losers (%)%
PM
philip morris intl inc
-10.1 %
PINS
pinterest inc
-9.7 %
GWW
grainger w w inc
-8.4 %
PGR
progressive corp
-7.5 %
DIS
disney walt co
-7.3 %
Top 5 Losers ($)$
PGR
progressive corp
-0.4 M
DIS
disney walt co
-0.3 M
BKNG
booking holdings inc
-0.2 M
V
visa inc
-0.2 M
CB
chubb limited
-0.1 M

Horizon Investment Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Horizon Investment Services, LLC

Horizon Investment Services, LLC has 133 stocks in it's portfolio. About 41.4% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. APP was the most profitable stock for Horizon Investment Services, LLC last quarter.

Last Reported on: 05 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions