Horizon Financial Services, LLC Portfolio Holdings
Horizon Financial Services, LLC
- $229 Million
- Q4 2025
Horizon Financial Services, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $229 Million distributed in 404 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $21.7M, Spdr Portfolio S&P 500 Value E with a value of $19.9M, Technology Sector Spdr with a value of $16.8M, Spdr Portfolio Short Term Corp with a value of $16.6M, and Schwab Strategic U.S. Mid Cap with a value of $14.5M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $208M to 229M.
Below you can find more details about Horizon Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 404
- Current Value $229 Million
- Prior Value $208 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 71 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 76 stocks