Horizon Investment Services, LLC

Horizon Investment Services, LLC reported 143 holdings worth US$360M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Horizon Investment Services, LLC reported 143 holdings worth US$360M as of Jun 30, 2026. Largest: Lam Research Corporation, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 6, 2026 (Form 13F).

Holdings
143
Value as reported
US$360M

The filing in full

CompanySharesValue as reported% of portfolio
Lam Research Corporation53,449US$23.2M6.4%
Nvidia Corporation110KUS$21.9M6.1%
Alphabet Inc (google) Class C54,596US$19.5M5.4%
Micron Technology, Inc.14,583US$16.8M4.7%
Broadcom Inc.29,394US$11.1M3.1%
Comfort Systems Usa, Inc.4,936US$9.78M2.7%
Apple Inc29,182US$8.44M2.3%
Applied Materials, Inc.11,383US$8.23M2.3%
Kla Corporation25,896US$7.81M2.2%
Dell Technologies Inc.17,952US$7.75M2.2%
Microsoft Corp.20,304US$7.57M2.1%
Applovin Corporation13,691US$7.05M2.0%
Amphenol Corporation38,444US$6.78M1.9%
Sterling Infrastructure, Inc.7,708US$6.47M1.8%
Amazon.com, Inc.26,424US$6.3M1.8%
Emcor Group, Inc.7,284US$6.04M1.7%
Visa Inc.16,943US$5.81M1.6%
Eli Lilly And Company4,682US$5.62M1.6%
Northern Trust Corporation31,558US$5.49M1.5%
Jabil Inc.13,646US$5.26M1.5%
Meta Platforms, Inc.9,306US$5.24M1.5%
State Street Corporation28,225US$4.79M1.3%
Esquire Financial Holdings, Inc.35,501US$4.23M1.2%
American Express Company12,261US$4.15M1.2%
Ttm Technologies, Inc.18,053US$3.38M0.94%
American Electric Power Company, Inc.23,101US$3.16M0.88%
Sanmina Corporation10,792US$2.73M0.76%
Td Synnex Corporation9,863US$2.64M0.73%
Globus Medical, Inc.31,778US$2.51M0.70%
Enova International, Inc.10,110US$2.43M0.68%
Halozyme Therapeutics, Inc.28,793US$2.25M0.63%
Powell Industries, Inc.7,684US$2.2M0.61%
Ameren Corporation18,939US$2.14M0.60%
Expedia Group, Inc.8,187US$2.1M0.58%
Westinghouse Air Brake Technologies Corporation6,294US$1.7M0.47%
Ametek, Inc.6,295US$1.52M0.42%
Ezcorp, Inc.43,506US$1.5M0.42%
New York Times Company (the)20,124US$1.41M0.39%
Astrana Health Inc.29,789US$1.38M0.38%
First Solar, Inc.5,407US$1.28M0.35%
Remitly Global, Inc.45,403US$1.02M0.28%
Tesla, Inc.2,315US$974K0.27%
Digi International Inc.12,614US$945K0.26%
Berkshire Hathaway Inc.1,742US$872K0.24%
W.w. Grainger, Inc.592US$805K0.22%
Bp Plc21,705US$802K0.22%
Costco Wholesale Corporation781US$731K0.20%
Vertiv Holdings, Llc2,065US$691K0.19%
Exxon Mobil Corporation4,992US$683K0.19%
Progressive Corporation (the)3,066US$670K0.19%
Philip Morris International Inc3,659US$662K0.18%
A10 Networks, Inc.17,102US$639K0.18%
Jp Morgan Chase & Co.1,901US$622K0.17%
Enersys2,504US$585K0.16%
Asml Holding Nv284US$565K0.16%
Covista Inc.4,318US$538K0.15%
Taiwan Semiconductor Manufacturing Co., Ltd.1,120US$535K0.15%
Everquote, Inc.21,900US$521K0.14%
Archrock, Inc.12,612US$513K0.14%
Sm Energy Company19,595US$511K0.14%
Nisource Inc10,360US$493K0.14%
National Fuel Gas Company6,092US$470K0.13%
Atmos Energy Corporation2,618US$451K0.13%
Ooma, Inc.23,365US$449K0.12%
Johnson & Johnson1,766US$449K0.12%
Walmart Inc.3,958US$448K0.12%
Flywire Corporation - Voting23,925US$420K0.12%
Nextera Energy, Inc.4,384US$385K0.11%
Advanced Micro Devices Inc660US$383K0.11%
Uber Technologies, Inc.5,269US$380K0.11%
Corning Incorporated1,410US$360K0.10%
Amalgamated Financial Corp.7,780US$357K0.10%
Newjersey Resources Corporation6,175US$346K0.10%
Duke Energy Corporation (holding Company)2,692US$341K0.09%
Parker-hannifin Corporation341US$334K0.09%
Nextpower Inc.2,774US$330K0.09%
Caterpillar, Inc.297US$317K0.09%
Thermo Fisher Scientific Inc621US$311K0.09%
Portland General Electric Co5,712US$296K0.08%
One Gas, Inc.3,828US$295K0.08%
The Hartford Insurance Group, Inc.2,194US$291K0.08%
Altria Group, Inc.3,999US$288K0.08%
Consolidated Edison, Inc.2,552US$282K0.08%
Abbvie Inc.1,110US$279K0.08%
Firstenergy Corp.5,843US$278K0.08%
American States Water Company3,277US$271K0.08%
Primoris Services Corporation2,727US$270K0.08%
Eversource Energy (d/b/a)3,723US$269K0.07%
Procter & Gamble Company (the)1,769US$259K0.07%
Fortis Inc.4,367US$250K0.07%
Boeing Company (the)1,137US$246K0.07%
Gigacloud Technology Inc7,710US$244K0.07%
Mueller Industries, Inc.1,976US$243K0.07%
Cms Energy Corporation3,089US$236K0.07%
Mastercard Incorporated447US$230K0.06%
Northwest Natural Holding Company4,651US$228K0.06%
Napco Security Technologies, Inc.5,845US$222K0.06%
Unitedhealth Group Incorporated525US$218K0.06%
Enterprise Products Partners L.p.5,683US$209K0.06%
Taylor Devices, Inc.0US$00.00%

Every holding of Horizon Investment Services, LLC

Source

View original at SEC

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