Arkolith/Funds/Horizon Advisory Services, Inc.

Horizon Advisory Services, Inc.

CIK 1799006
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Horizon Advisory Services, Inc. holds a concentrated book of 49 stocks worth $237.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Ishares Core Msci Emerging and trimmed First Trust Rising Dividend. Their largest long position is FT New Constr Cor Earn LDR at 21% of the equity book. They also disclosed $515K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
45
new positions
Added to
15
existing
Trimmed
26
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.7%
+13.1%/yr · since Nov '24
Their reported book
+27.5%
held from quarter-end
S&P 500
+27.4%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Horizon Advisory Services, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.5%, a 3.7-point gap that is the cost of the ~34-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Horizon Advisory Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
78%
Top 10 holdings
94%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
1%
Industrials
1%
Energy
1%
Information Technology
1%
Health Care
0%
Communication Services
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Horizon Advisory Services, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY75 / 49$252.3B
Cetera Investment Advisers75 / 49$10.4B
WELLS FARGO & COMPANY/MN74 / 49$76.9B
ROYAL BANK OF CANADA74 / 49$74.0B
UBS Group AG74 / 49$61.4B
RAYMOND JAMES FINANCIAL INC74 / 49$39.2B
LPL Financial LLC74 / 49$36.4B
OSAIC HOLDINGS, INC.74 / 49$8.0B

Ranked by how many of Horizon Advisory Services, Inc.'s top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

49 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchange Traded FD
NEW CO CO EA ETF
$50.7M1.87M
21.4%
+4.7%
Added · +84K sh
2First TR Exchange Traded FD
RISNG DIVD ACHIV
$42.4M523.3K
17.9%
−2.5%
Reduced · −14K sh
3J P Morgan Exchange Traded F
EQUITY PREMIUM
$36.3M643.1K
15.3%
+30%
Added · +148K sh
4Harbor ETF Trust
COMM ALL WEA ETF
$34.2M1.17M
14.4%
+19%
Added · +189K sh
5Ishares TR
IBONDS 26 TRM TS
$20.5M897.3K
8.7%
+2.2%
Added · +19K sh
6Ishares TR
IBONDS 28 TRM TS
$20.4M922.8K
8.6%
+2.4%
Added · +22K sh
7Ishares Inc
CORE MSCI EMKT
$14.6M176.1K
6.2%
New
New position
8NBT Bancorp Inc
COM
$1.7M34.8K
0.7%
Held
9First TR Exchange Traded FD
SMID RISNG ETF
$1.1M26.3K
0.5%
−0.1%
Reduced · −18 sh
10Qxo Inc
COM NEW
$1.1M63.6K
0.5%
+21%
Added · +11K sh
11Janus Detroit STR TR
HENDERSN SML ETF
$820K8.1K
0.3%
+3.0%
Added · +234 sh
12Ishares TR
MSCI EAFE ETF
$649K6.3K
0.3%
−1.9%
Reduced · −120 sh
13Vaneck ETF Trust
NATURAL RESOURC
$536K7.8K
0.2%
+3.4%
Added · +259 sh
14Delta Air Lines Inc
COM NEW
$477K5.1K
0.2%
−4.9%
Reduced · −263 sh
15ConocoPhillips
COM
$467K4.5K
0.2%
−4.0%
Reduced · −187 sh
16Amazon Com Inc
COM
$450K1.9K
0.2%
−14%
Reduced · −310 sh
17Apa Corporation
COM
$440K13.5K
0.2%
−5.4%
Reduced · −766 sh
18International Business Machs
COM
$424K1.5K
0.2%
Held
19Apple Inc
COM
$412K1.4K
0.2%
Held
20CF Industries Hold
COM
$400K3.7K
0.2%
−5.0%
Reduced · −196 sh
21Devon Energy Corp New
COM
$393K9.5K
0.2%
−5.1%
Reduced · −515 sh
22Molina Healthcare Inc
COM
$391K1.7K
0.2%
−4.1%
Reduced · −74 sh
23Eog Res Inc
COM
$390K3.0K
0.2%
−4.7%
Reduced · −149 sh
24Allstate Corp
COM
$382K1.6K
0.2%
−4.6%
Reduced · −78 sh
25Exxon Mobil Corp
COM
$382K2.8K
0.2%
Held
26Diamondback Energy Inc
COM
$381K2.2K
0.2%
−5.0%
Reduced · −115 sh
27Pulte Group Inc
COM
$349K2.5K
0.1%
−4.3%
Reduced · −113 sh
28Price T Rowe Group Inc
COM
$347K3.1K
0.1%
−4.3%
Reduced · −137 sh
29Arch Cap Group Ltd
ORD
$343K3.5K
0.1%
−4.6%
Reduced · −169 sh
30Synchrony Financial
COM
$335K4.4K
0.1%
−4.4%
Reduced · −205 sh
31Hormel Foods Corp
COM
$327K13.2K
0.1%
−4.0%
Reduced · −548 sh
32T-Mobile US Inc
COM
$326K1.9K
0.1%
+4.0%
Added · +75 sh
33D R Horton Inc
COM
$326K2.0K
0.1%
−4.0%
Reduced · −84 sh
34Raymond James Finl Inc
COM
$296K1.9K
0.1%
−4.0%
Reduced · −82 sh
35Ge Aerospace
COM NEW
$294K786
0.1%
+5.6%
Added · +42 sh
36Ishares TR
CORE S&P500 ETF
$292K390
0.1%
+0.5%
Added · +2 sh
37Omnicom Group Inc
COM
$289K4.0K
0.1%
−4.4%
Reduced · −182 sh
38Fox Corp
CL B COM
$281K6.0K
0.1%
−4.6%
Reduced · −287 sh
39First TR Exchange-Traded FD
FT VEST GOLD
$279K13.2K
0.1%
+4.6%
Added · +584 sh
40Comcast Corp New
CL A
$277K11.3K
0.1%
−3.4%
Reduced · −402 sh
41Lululemon Athletica Inc
COM
$276K2.4K
0.1%
+4.8%
Added · +111 sh
42Abbvie Inc
COM
$271K1.1K
0.1%
+11%
Added · +105 sh
43Molson Coors Beverage Co
CL B
$267K6.9K
0.1%
−3.5%
Reduced · −249 sh
44Chevron Corporation
COM
$257K1.6K
0.1%
+6.4%
Added · +93 sh
45Universal HLTH Svcs Inc
CL B
$235K1.6K
0.1%
−3.0%
Reduced · −49 sh
46Lennar Corp
CL A
$230K2.5K
0.1%
−3.1%
Reduced · −81 sh
47Ge Vernova Inc
COM
$229K195
0.1%
New
New position
48First TR Exch Traded FD III
INSTL PFD SECS
$213K11.1K
0.1%
New
New position
49Alphabet Inc
CAP STK CL C
$203K575
0.1%
New
New position
Showing all 49 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$515K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishQXO INCQXO$515K30K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202651$237.6M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202649$195.4M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202649$197.6M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202545$195.4M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202546$186.1M13F-HR
Q1 2025Mar 31, 2025May 1, 202546$176.7M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202546$174.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202444$219.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.