Horizon Investment Services, LLC holds a diversified book of 143 reported positions worth $359.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened State Street Corp and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +28% (+25.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Horizon Investment Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+3 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Horizon Investment Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $166.8M |
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Uhlmann Price Securities, LLC | 28 / 80 | $2.4B |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 19 / 80 | $648.2M |
| Ketron Financial | 20 / 80 | $252.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Horizon Investment 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $23.2M | 53.4K | 6.4% | ▼−2.1% Reduced · −1K sh | |
| 2 | Nvidia Corporation COM | $21.9M | 109.7K | 6.1% | ▼~0% Reduced · −47 sh | |
| 3 | Micron Technology Inc COM | $16.8M | 14.6K | 4.7% | ▼−8.4% Reduced · −1K sh | |
| 4 | Alphabet Inc CAP STK CL A | $15.9M | 44.6K | 4.4% | ▼−1.9% Reduced · −873 sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $14.6M | 184.9K | 4.1% | ▼−7.2% Reduced · −14K sh | |
| 6 | Broadcom Inc COM | $11.1M | 29.4K | 3.1% | ▼−2.1% Reduced · −633 sh | |
| 7 | Comfort Sys USA Inc COM | $9.8M | 4.9K | 2.7% | ▼−4.0% Reduced · −207 sh | |
| 8 | Apple Inc COM | $8.4M | 29.2K | 2.3% | ▼−1.6% Reduced · −469 sh | |
| 9 | Applied Matls Inc COM | $8.2M | 11.4K | 2.3% | ▼−1.6% Reduced · −183 sh | |
| 10 | Kla Corp COM NEW | $7.8M | 25.9K | 2.2% | ▲+882% Added · +23K sh | |
| 11 | Dell Technologies Inc CL C | $7.7M | 18.0K | 2.2% | ▲+164% Added · +11K sh | |
| 12 | Microsoft Corp COM | $7.6M | 20.3K | 2.1% | ▲+2.1% Added · +418 sh | |
| 13 | SPDR Series Trust ST PORT HIGH ETF | $7.4M | 316.5K | 2.1% | ▼−9.3% Reduced · −33K sh | |
| 14 | Applovin Corp COM CL A | $7.1M | 13.7K | 2.0% | ▼−5.1% Reduced · −730 sh | |
| 15 | Amphenol Corp CL A | $6.8M | 38.4K | 1.9% | ▼~0% Reduced · −13 sh | |
| 16 | Sterling Infrastructure Inc COM | $6.5M | 7.7K | 1.8% | ▼−12% Reduced · −1K sh | |
| 17 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $6.3M | 104.8K | 1.8% | ▲+5.1% Added · +5K sh | |
| 18 | Amazon Com Inc COM | $6.3M | 26.4K | 1.8% | ▲+3.8% Added · +968 sh | |
| 19 | Emcor Group Inc COM | $6.0M | 7.3K | 1.7% | ▼−0.2% Reduced · −15 sh | |
| 20 | Visa Inc COM CL A | $5.8M | 16.9K | 1.6% | ▲+6.7% Added · +1K sh | |
| 21 | Eli Lilly & Co COM | $5.6M | 4.7K | 1.6% | ▲+34% Added · +1K sh | |
| 22 | Northern TR Corp COM | $5.5M | 31.6K | 1.5% | ▲+7.6% Added · +2K sh | |
| 23 | Jabil Inc COM | $5.3M | 13.6K | 1.5% | ▲+11% Added · +1K sh | |
| 24 | Meta Platforms Inc CL A | $5.2M | 9.3K | 1.5% | ▲+2.8% Added · +251 sh | |
| 25 | State STR Corp COM | $4.8M | 28.2K | 1.3% | ▲New New position | |
| 26 | Vanguard World FD MEGA GRWTH IND | $4.4M | 50.5K | 1.2% | ▲+400% Added · +40K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $4.4M | 5.8K | 1.2% | ▼−3.0% Reduced · −183 sh | |
| 28 | Ishares TR RUS 1000 ETF | $4.3M | 10.4K | 1.2% | ▼−0.7% Reduced · −74 sh | |
| 29 | Esquire Finl Hldgs Inc COM | $4.2M | 35.5K | 1.2% | ▲+1.6% Added · +567 sh | |
| 30 | American Express Co COM | $4.1M | 12.3K | 1.2% | ▼−2.5% Reduced · −310 sh | |
| 31 | Alphabet Inc CAP STK CL C | $3.6M | 10.1K | 1.0% | ▲+4.5% Added · +433 sh | |
| 32 | Chubb Limited COM | $3.5M | 10.2K | 1.0% | ▼−3.1% Reduced · −326 sh | |
| 33 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.4M | 74.9K | 0.9% | ▼−4.0% Reduced · −3K sh | |
| 34 | TTM Technologies Inc COM | $3.4M | 18.1K | 0.9% | ▼−31% Reduced · −8K sh | |
| 35 | American Elec PWR Co Inc COM | $3.2M | 23.1K | 0.9% | ▲+1.6% Added · +362 sh | |
| 36 | Te Connectivity PLC ORD SHS | $2.9M | 14.6K | 0.8% | ▼−9.1% Reduced · −1K sh | |
| 37 | Technipfmc PLC COM | $2.8M | 42.7K | 0.8% | ▲+19% Added · +7K sh | |
| 38 | Ishares TR MRGSTR MD CP GRW | $2.7M | 27.9K | 0.8% | ▲+3.5% Added · +948 sh | |
| 39 | Sanmina Corp COM | $2.7M | 10.8K | 0.8% | ▲New New position | |
| 40 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.7M | 16.7K | 0.7% | ▲+0.7% Added · +119 sh | |
| 41 | TD Synnex Corporation COM | $2.6M | 9.9K | 0.7% | ▲New New position | |
| 42 | Vanguard World FD MEGA CAP VAL ETF | $2.6M | 16.0K | 0.7% | ▲~0% Added · +8 sh | |
| 43 | Fidelity Covington Trust ENHANCED SML CAP | $2.5M | 52.1K | 0.7% | ▲+2.0% Added · +1K sh | |
| 44 | Globus Med Inc CL A | $2.5M | 31.8K | 0.7% | ▲+9.0% Added · +3K sh | |
| 45 | Enova Intl Inc COM | $2.4M | 10.1K | 0.7% | ▲+6.0% Added · +576 sh | |
| 46 | Halozyme Therapeutics Inc COM | $2.3M | 28.8K | 0.6% | ▼−6.8% Reduced · −2K sh | |
| 47 | Powell Inds Inc COM | $2.2M | 7.7K | 0.6% | ▲+156% Added · +5K sh | |
| 48 | Ameren Corp COM | $2.1M | 18.9K | 0.6% | ▲+0.1% Added · +19 sh | |
| 49 | Expedia Group Inc COM NEW | $2.1M | 8.2K | 0.6% | ▼−6.0% Reduced · −527 sh | |
| 50 | Wabtec COM | $1.7M | 6.3K | 0.5% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.