Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Horizon Advisory Services, Inc. (CIK 1799006) reported $195.4M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTCE ($42.2M, 21.62%), RDVY ($36.7M, 18.77%), HGER ($30.3M, 15.53%), JEPI ($28.1M, 14.36%), IBTG ($20.1M, 10.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTCE | FIRST TR EXCHANGE TRADED FD | $42.2M | 21.62% | 1.8M | Trimmed |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $36.7M | 18.77% | 537,012 | Trimmed |
| 3 | HGER | HARBOR ETF TRUST | $30.3M | 15.53% | 978,268 | Trimmed |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $28.1M | 14.36% | 495,128 | Added |
| 5 | IBTG | ISHARES TR | $20.1M | 10.30% | 878,276 | Added |
| 6 | IBTI | ISHARES TR | $20.1M | 10.28% | 901,221 | Added |
| 7 | NBTB | NBT BANCORP INC | $1.5M | 0.76% | 34,781 | Hold |
| 8 | QXO | QXO INC | $1.3M | 0.65% | 65,121 | Added |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.0M | 0.53% | 26,316 | Added |
| 10 | JSMD | JANUS DETROIT STR TR | $624,026 | 0.32% | 7,864 | Added |
| 11 | COP | CONOCOPHILLIPS | $618,024 | 0.32% | 4,682 | Trimmed |
| 12 | EFA | ISHARES TR | $618,718 | 0.32% | 6,370 | Added |
| 13 | APA | APA CORPORATION | $606,128 | 0.31% | 14,282 | Trimmed |
| 14 | HAP | VANECK ETF TRUST | $547,707 | 0.28% | 7,558 | Trimmed |
| 15 | CF | CF INDUSTRIES HOLD | $504,948 | 0.26% | 3,889 | Trimmed |
| 16 | DVN | DEVON ENERGY CORP NEW | $504,307 | 0.26% | 10,022 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $474,200 | 0.24% | 2,795 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $458,194 | 0.23% | 2,200 | Hold |
| 19 | FANG | DIAMONDBACK ENERGY INC | $451,752 | 0.23% | 2,284 | Trimmed |
| 20 | EOG | EOG RES INC | $455,685 | 0.23% | 3,152 | Trimmed |
| 21 | TMUS | T-MOBILE US INC | $392,126 | 0.20% | 1,867 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $365,524 | 0.19% | 1,508 | Hold |
| 23 | ALL | ALLSTATE CORP | $349,368 | 0.18% | 1,685 | Trimmed |
| 24 | ACGL | ARCH CAP GROUP LTD | $355,547 | 0.18% | 3,704 | Trimmed |
| 25 | AAPL | APPLE INC | $361,143 | 0.18% | 1,423 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31