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 FINANCIAL SERVICES, LLC (CIK 1674020) reported $260.8M across 600 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($21.9M, 8.40%), SPYV ($20.2M, 7.75%), SPSB ($19.9M, 7.62%), SCHM ($14.9M, 5.73%), SPDW ($14.2M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPYG | $21.9M | 8.40% | 184,133 | Trimmed |
| 2 | SPYV | SPYV | $20.2M | 7.75% | 332,489 | Added |
| 3 | SPSB | SPSB | $19.9M | 7.62% | 661,777 | Added |
| 4 | SCHM | SCHM | $14.9M | 5.73% | 405,444 | Added |
| 5 | SPDW | SPDW | $14.2M | 5.46% | 282,447 | Added |
| 6 | XLK | XLK | $13.6M | 5.22% | 71,384 | Added |
| 7 | SPHY | SPHY | $11.9M | 4.58% | 509,747 | Added |
| 8 | VGSH | VGSH | $10.7M | 4.12% | 184,579 | Added |
| 9 | SRLN | SRLN | $10.4M | 4.00% | 258,638 | Trimmed |
| 10 | SCHA | SCHA | $10.1M | 3.89% | 280,926 | Added |
| 11 | XLF | XLF | $5.8M | 2.22% | 108,105 | Added |
| 12 | SPEM | SPEM | $5.6M | 2.15% | 108,281 | Added |
| 13 | ICVT | ICVT | $5.1M | 1.97% | 42,123 | Added |
| 14 | SCHP | SCHP | $5.0M | 1.91% | 188,009 | Added |
| 15 | SPMB | SPMB | $4.7M | 1.80% | 210,457 | Added |
| 16 | VCLT | VCLT | $4.6M | 1.76% | 60,882 | Added |
| 17 | VSS | VSS | $4.0M | 1.52% | 25,712 | Added |
| 18 | XLRE | XLRE | $3.4M | 1.30% | 77,221 | Added |
| 19 | SPTL | SPTL | $3.4M | 1.30% | 129,647 | Added |
| 20 | VWOB | VWOB | $3.3M | 1.28% | 49,589 | Added |
| 21 | XLI | XLI | $3.3M | 1.28% | 18,056 | Trimmed |
| 22 | XLV | XLV | $3.3M | 1.28% | 20,971 | Added |
| 23 | GLDM | GLDM | $2.8M | 1.09% | 35,808 | New |
| 24 | MLPX | MLPX | $2.8M | 1.08% | 38,101 | Added |
| 25 | XLP | XLP | $2.7M | 1.05% | 32,824 | Added |
Source: SEC Form 13F filings · as of 2026-06-30