Arkolith/Funds/Horizon Financial Services, LLC

Horizon Financial Services, LLC

CIK 1674020
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Horizon Financial Services, LLC holds a focused book of 605 stocks worth $260.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter SCCO became 13F-reportable for the first time (one of 4 new listings in the book), a listing rather than a purchase; they opened SPDR Gold Minishares Trust and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 8% of the equity book.

Opened
232
bought for the first time
+229 more · largest first
4 newly reportable · first 13F quarter for the security, a listing not a purchase
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
57%
Top 20 holdings
74%

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

Direct sector allocation

10% mapped to company sectors

No sector on file yet
90%
Information Technology
4%
Industrials
2%
Health Care
1%
Consumer Discretionary
1%
Financials
1%
Utilities
1%

+5 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first 13F quarter for the security · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Horizon Financial Services, LLC

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC8 / 80$240.2M
IMZ Advisory Inc25 / 80$290.4M
Draper Asset Management, LLC10 / 80$175.6M
Advisory Alpha, LLC76 / 80$3.3B
Hoey Investments, Inc34 / 80$592.7M
Copos Capital B.V.12 / 80$555.1M
Skandinaviska Enskilda Banken AB (publ)15 / 80$2.0B
Independent Investors Inc15 / 80$376.9M

Ranked by the share of each fund's own book sitting in the names it shares with Horizon Financial Services, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

605 positions
#SecurityValueShares% PortLast moveHistory
1SPYG
ETF
$21.9M184.1K
8.4%
−0.4%
Reduced · −755 sh
2SPYV
ETF
$20.2M332.5K
7.8%
+4.0%
Added · +13K sh
3SPSB
ETF
$19.9M661.8K
7.6%
+4.3%
Added · +27K sh
4SCHM
ETF
$14.9M405.4K
5.7%
+1.0%
Added · +4K sh
5SPDW
ETF
$14.2M282.4K
5.5%
+0.9%
Added · +3K sh
6XLK
ETF
$13.6M71.4K
5.2%
+16%
Added · +10K sh
7SPHY
ETF
$11.9M509.7K
4.6%
+3.8%
Added · +19K sh
8VGSH
ETF
$10.7M184.6K
4.1%
+1.7%
Added · +3K sh
9SRLN
ETF
$10.4M258.6K
4.0%
−6.2%
Reduced · −17K sh
10SCHA
ETF
$10.1M280.9K
3.9%
+3.0%
Added · +8K sh
11XLF
ETF
$5.8M108.1K
2.2%
+16%
Added · +15K sh
12SPEM
ETF
$5.6M108.3K
2.2%
+5.4%
Added · +6K sh
13ICVT
ETF
$5.1M42.1K
2.0%
+1.8%
Added · +730 sh
14SCHP
ETF
$5.0M188.0K
1.9%
+4.7%
Added · +9K sh
15SPMB
ETF
$4.7M210.5K
1.8%
~0%
Added · +37 sh
16VCLT
ETF
$4.6M60.9K
1.8%
+5.8%
Added · +3K sh
17VSS
ETF
$4.0M25.7K
1.5%
+3.9%
Added · +971 sh
18SPTL
ETF
$3.4M129.6K
1.3%
+3.9%
Added · +5K sh
19XLRE
ETF
$3.4M77.2K
1.3%
+4.4%
Added · +3K sh
20XLI
ETF
$3.3M18.1K
1.3%
−1.1%
Reduced · −201 sh
21VWOB
ETF
$3.3M49.6K
1.3%
+4.0%
Added · +2K sh
22XLV
ETF
$3.3M21.0K
1.3%
+7.8%
Added · +2K sh
23GLDM
ETF
$2.8M35.8K
1.1%
New
New position
24MLPX
ETF
$2.8M38.1K
1.1%
+3.4%
Added · +1K sh
25XLP
ETF
$2.7M32.8K
1.0%
+33%
Added · +8K sh
26FPE
ETF
$2.6M146.5K
1.0%
+6.0%
Added · +8K sh
27XLY
ETF
$2.6M22.3K
1.0%
+9.6%
Added · +2K sh
28XLC
ETF
$1.9M18.2K
0.7%
+5.4%
Added · +937 sh
29SJNK
ETF
$1.8M73.7K
0.7%
−26%
Reduced · −26K sh
30AAPL
Stock
$1.8M6.3K
0.7%
+25%
Added · +1K sh
31FLRN
ETF
$1.7M55.9K
0.7%
−26%
Reduced · −19K sh
32LLY
Stock
$1.6M1.4K
0.6%
+38%
Added · +371 sh
33MSFT
Stock
$1.6M4.4K
0.6%
+17%
Added · +638 sh
34VCIT
ETF
$1.6M19.5K
0.6%
−30%
Reduced · −8K sh
35NVDA
Stock
$1.3M6.6K
0.5%
+24%
Added · +1K sh
36XLB
ETF
$1.2M24.4K
0.5%
+5.9%
Added · +1K sh
37DUK
Stock
$1.1M8.9K
0.4%
+2.8%
Added · +243 sh
38JPST
ETF
$964K19.1K
0.4%
−27%
Reduced · −7K sh
39HD
Stock
$905K2.6K
0.3%
+0.6%
Added · +15 sh
40VTIP
ETF
$862K17.2K
0.3%
+7.9%
Added · +1K sh
41QQQ
ETF
$846K1.1K
0.3%
+18%
Added · +178 sh
42CAT
Stock
$837K786
0.3%
28×
Added · +758 sh
43XLU
ETF
$806K17.8K
0.3%
−44%
Reduced · −14K sh
44XLE
ETF
$796K15.0K
0.3%
+6.4%
Added · +903 sh
45SCHR
ETF
$734K29.8K
0.3%
−28%
Reduced · −12K sh
46AVGO
Stock
$637K1.7K
0.2%
+51%
Added · +572 sh
47CW
Stock
$619K817
0.2%
+0.5%
Added · +4 sh
48VOE
ETF
$592K3.0K
0.2%
+44%
Added · +912 sh
49AMZN
Stock
$559K2.3K
0.2%
+7.0%
Added · +154 sh
50JPM
Stock
$552K1.7K
0.2%
+534%
Added · +1K sh
Showing 50 of 605 positions
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Filing history

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

$260.8M · Q2 2026Q4 2024 · $177.8MQ2 2026 · $260.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202620d646$260.8M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d425$226.2M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d404$219.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d395$209.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d320$188.6M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d292$179.4M13F-HR/A
Q4 2024Dec 31, 2024Feb 12, 202543d272$177.8M13F-HR
Amended / restated
  • Q1 2025 · filed Apr 28, 202513F-HR · superseded

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.