Q2 2026 13F · SEC CIK 1426940
Horizon Investment Services, LLC
Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $359.5M
- Reported positions
- 143
- Top holdings a year, 3 yrs
- +22.4%
- Assets under management
- $363.8M
Horizon Investment Services, LLC is a wealth manager that reported 143 positions worth $359.5M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Lam Research Corp (LRCX, 6.4%), Nvidia Corporation Com (NVDA, 6.1%), Micron Technology Inc (MU, 4.7%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 20.4% for the S&P 500.
Horizon Investment Services, LLC holdings largest 50 of 143 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Horizon Investment Services, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- KLAC Kla Corp+882.0% shares
- MGK Vanguard World Fd+399.8% shares
- LLY Lilly Eli & Co+33.9% shares
- FTI Technipfmc PLC+19.0% shares
- JBL Jabil Inc+10.9% shares
- GMED Globus Med Inc+9.0% shares
- NTRS Northern Trust Corp.+7.6% shares
- V Visa Inc Com Cl A+6.7% shares
Reduced
- TTMI TTM Technologies, Inc.-31.5% shares
- STRL Sterling Infrastructure Inc-11.9% shares
- SPHY Spdr Series Trust-9.4% shares
- TEL Te Connectivity PLC-9.1% shares
- MU Micron Technology Inc-8.4% shares
- VCSH Vanguard Scottsdale Fds-7.2% shares
- HALO Halozyme Therapeutics Inc-6.8% shares
- EXPE Expedia Group Inc-6.0% shares
Left the top 50
- HIG Hartford Insurance Group, Inc.was 1.6%
- PGR Progressive Corp.was 1.0%
- FLS Flowserve Corpwas 0.9%
- SCHW Schwab Charles Corpwas 0.9%
- BKNG Booking Holdings Inc Comwas 0.8%
- PAHC Phibro Animal Health Corpwas 0.7%
- RMD Resmed Incwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +25.2% /yr
- S&P 500 +20.1%
- 3 years
- +22.4% /yr
- S&P 500 +20.4%
- 5 years
- +11.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $359.5M | 143 |
| Q1 2026 | $287.5M | 137 |
| Q4 2025 | $277.9M | 139 |
| Q3 2025 | $264.9M | 133 |
| Q2 2025 | $228.2M | 122 |
| Q1 2025 | $205.9M | 110 |
| Q4 2024 | $235.2M | 123 |
| Q3 2024 | $234.0M | 122 |
| Q2 2024 | $212.1M | 109 |
| Q1 2024 | $204.3M | 114 |
| Q4 2023 | $185.2M | 107 |
| Q3 2023 | $166.3M | 102 |
Questions about Horizon Investment Services, LLC's portfolio
What stocks does Horizon Investment Services, LLC own?
Horizon Investment Services, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 143 positions worth $359.5M. The largest are Lam Research Corp (LRCX) at 6.4%, Nvidia Corporation Com (NVDA) at 6.1%, Micron Technology Inc (MU) at 4.7%, Alphabet Inc (GOOGL) at 4.4% and Vanguard Scottsdale Fds (VCSH) at 4.1%.
What did Horizon Investment Services, LLC buy last quarter?
In Q2 2026, Horizon Investment Services, LLC added Kla Corp (KLAC) (+882.0% shares), Vanguard World Fd (MGK) (+399.8% shares) and Lilly Eli & Co (LLY) (+33.9% shares), compared with its Q1 2026 filing.
What did Horizon Investment Services, LLC sell last quarter?
In Q2 2026, Horizon Investment Services, LLC cut from its top 50 Hartford Insurance Group, Inc. (HIG), cut from its top 50 Progressive Corp. (PGR), cut from its top 50 Flowserve Corp (FLS), cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Booking Holdings Inc Com (BKNG), TTM Technologies, Inc. (TTMI) (-31.5% shares), Sterling Infrastructure Inc (STRL) (-11.9% shares) and Spdr Series Trust (SPHY) (-9.4% shares), compared with its Q1 2026 filing.
How has Horizon Investment Services, LLC's portfolio performed?
A portfolio copying Horizon Investment Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.2% against +20.1%. Over 5 years: +11.4% a year against +11.6%.
When is Horizon Investment Services, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Horizon Investment Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Horizon Investment Services, LLC manage?
Horizon Investment Services, LLC reported $363.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $359.5M.