Latest Horizon Advisory Services, Inc. Stock Portfolio

Horizon Advisory Services, Inc. Performance:

2026 Q1: 1.97%YTD: 1.97%2025: 11.41%

Performance for 2026 Q1 is 1.97%, and YTD is 1.97%, and 2025 is 11.41%.

About Horizon Advisory Services, Inc. and 13F Hedge Fund Stock Holdings

Horizon Advisory Services, Inc. is a hedge fund based in West Henrietta, NY. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Horizon Advisory Services, Inc. reported an equity portfolio of $195.4 Millions as of 31 Mar, 2026.

The top stock holdings of Horizon Advisory Services, Inc. are AIRR, AIRR, HAPY. The fund has invested 21.6% of it's portfolio in FIRST TR EXCHANGE TRADED FD and 18.8% of portfolio in FIRST TR EXCHANGE TRADED FD.

The fund managers got completely rid off ISHARES TR (IJR), CHURCHILL CAP CORP X and AMPLIFY ETF TR (AMLX) stocks. They significantly reduced their stock positions in HARBOR ETF TRUST (HAPY), EXXON MOBIL CORP (XOM) and FIRST TR EXCHANGE-TRADED FD (BGLD). Horizon Advisory Services, Inc. opened new stock positions in CHEVRON CORPORATION (CVX) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to QXO INC (SSNT), LULULEMON ATHLETICA INC (LULU) and T-MOBILE US INC (TMUS).

Horizon Advisory Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Horizon Advisory Services, Inc. made a return of 1.97% in the last quarter. In trailing 12 months, it's portfolio return was 12.62%.

Performance
S&P 500

New Buys

Ticker	$ Bought
chevron corporation	301,453
abbvie inc	211,400

New stocks bought by Horizon Advisory Services, Inc.

Additions

Ticker	% Inc.
qxo inc	86.91
lululemon athletica inc	22.61
t-mobile us inc	22.35
janus detroit str tr	12.12
ishares tr	5.34
first tr exchange traded fd	3.23
ishares tr	2.24
ishares tr	2.07

Additions to existing portfolio by Horizon Advisory Services, Inc.

Reductions

Ticker	% Reduced
harbor etf trust	-17.46
exxon mobil corp	-6.86
first tr exchange-traded fd	-6.58
apa corporation	-6.18
devon energy corp new	-6.01
cf industries hold	-5.61
diamondback energy inc	-5.42
apple inc	-5.13

Horizon Advisory Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
churchill cap corp x	-289,286
amplify etf tr	-257,433
ishares tr	-332,478
microsoft corp	-250,515

Horizon Advisory Services, Inc. got rid off the above stocks

Sector Distribution

Horizon Advisory Services, Inc. has about 92.9% of it's holdings in Others sector.

Sector	%
Others	92.9
Energy	1.7
Financial Services	1.6

Market Cap. Distribution

Horizon Advisory Services, Inc. has about 5.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	92.9
LARGE-CAP	4.4
MEGA-CAP	1.5
MID-CAP	1.2

Stocks belong to which Index?

About 6% of the stocks held by Horizon Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.2
S&P 500	6

Top 5 Winners (%)		%
APA	apa corporation	71.2 %
CF	cf industries hold	66.0 %
COP	conocophillips	40.0 %
XOM	exxon mobil corp	39.6 %
EOG	eog res inc	36.8 %

Top 5 Winners ($)		$
HAPY	harbor etf trust	6.7 M
APA	apa corporation	0.3 M
CF	cf industries hold	0.2 M
COP	conocophillips	0.2 M
XOM	exxon mobil corp	0.1 M

Top 5 Losers (%)		%
CTSH	cognizant technology solutio	-25.7 %
LULU	lululemon athletica inc	-24.5 %
MOH	molina healthcare inc	-23.1 %
SYF	synchrony financial	-18.2 %
IBM	international business machs	-18.2 %

Top 5 Losers ($)		$
AIRR	first tr exchange traded fd	-2.3 M
AIRR	first tr exchange traded fd	-0.6 M
BBAX	j p morgan exchange traded f	-0.3 M
LULU	lululemon athletica inc	-0.1 M
CTSH	cognizant technology solutio	-0.1 M

Horizon Advisory Services, Inc. Holdings Map

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

Current Stock Holdings of Horizon Advisory Services, Inc.

Horizon Advisory Services, Inc. has 47 stocks in it's portfolio. About 93% of the portfolio is in top 10 stocks. AIRR proved to be the most loss making stock for the portfolio. HAPY was the most profitable stock for Horizon Advisory Services, Inc. last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.18	1,423	361,143	reduced	-5.13

ABBV	abbvie inc	0.11	972	211,400	new

ACGL	arch cap group ltd	0.18	3,704	355,547	reduced	-4.63

AFK	vaneck etf trust	0.28	7,558	547,707	reduced	-3.72

AIRR	first tr exchange traded fd	21.62	1,787,180	42,248,900	reduced	-1.65

AIRR	first tr exchange traded fd	18.77	537,012	36,667,200	reduced	-2.55

ALL	allstate corp	0.18	1,685	349,368	reduced	-4.42

AMLX	amplify etf tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.23	2,200	458,194	unchanged	0.00

APA	apa corporation	0.31	14,282	606,128	reduced	-6.18

BBAX	j p morgan exchange traded f	14.36	495,128	28,063,900	added	1.83

BGLD	first tr exchange-traded fd	0.16	12,657	323,133	reduced	-6.58

CF	cf industries hold	0.26	3,889	504,948	reduced	-5.61

CMCSA	comcast corp new	0.17	11,700	335,907	reduced	-4.02

COP	conocophillips	0.32	4,682	618,024	reduced	-4.76

CTSH	cognizant technology solutio	0.15	4,877	299,204	reduced	-2.96

CVX	chevron corporation	0.15	1,457	301,453	new

DAL	delta air lines inc	0.18	5,358	356,200	reduced	-4.05

DHI	d r horton inc	0.15	2,083	285,829	reduced	-3.07

DMXF	ishares tr	10.30	878,276	20,125,700	added	2.07