Horizon Investment Services as of June 30, 2024
Portfolio Holdings for Horizon Investment Services
Horizon Investment Services holds 109 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.5 | $12M | 94k | 123.54 | |
| Microsoft Corporation (MSFT) | 4.6 | $9.8M | 22k | 446.97 | |
| Lam Research Corporation | 4.4 | $9.3M | 8.7k | 1064.85 | |
| Applied Materials (AMAT) | 4.3 | $9.0M | 38k | 236.00 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $8.7M | 113k | 77.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $8.4M | 46k | 182.15 | |
| Apple (AAPL) | 3.2 | $6.8M | 33k | 210.63 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 3.1 | $6.6M | 282k | 23.23 | |
| Broadcom (AVGO) | 2.8 | $5.9M | 3.7k | 1605.75 | |
| Dell Technologies CL C (DELL) | 2.3 | $4.9M | 35k | 137.91 | |
| Chubb (CB) | 2.2 | $4.8M | 19k | 255.08 | |
| Qualcomm (QCOM) | 2.2 | $4.6M | 23k | 199.19 | |
| Meta Platforms Cl A (META) | 2.0 | $4.2M | 8.2k | 504.24 | |
| Visa Com Cl A (V) | 1.9 | $4.1M | 15k | 262.49 | |
| Parker-Hannifin Corporation (PH) | 1.9 | $4.0M | 7.9k | 505.82 | |
| Vanguard World Mega Grwth Ind (MGK) | 1.7 | $3.6M | 12k | 314.21 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.7 | $3.6M | 12k | 297.56 | |
| NetApp (NTAP) | 1.6 | $3.5M | 27k | 128.80 | |
| Hartford Financial Services (HIG) | 1.6 | $3.3M | 33k | 100.54 | |
| Fiserv (FI) | 1.5 | $3.3M | 22k | 149.04 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $3.0M | 67k | 44.93 | |
| Emcor (EME) | 1.4 | $2.9M | 8.0k | 365.09 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $2.8M | 56k | 49.42 | |
| SYNNEX Corporation (SNX) | 1.3 | $2.7M | 24k | 115.40 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $2.7M | 5.7k | 468.72 | |
| Ingersoll Rand (IR) | 1.3 | $2.7M | 29k | 90.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.7M | 4.9k | 544.32 | |
| Sterling Construction Company (STRL) | 1.2 | $2.6M | 22k | 118.34 | |
| Paccar (PCAR) | 1.2 | $2.5M | 24k | 102.94 | |
| Cigna Corp (CI) | 1.2 | $2.4M | 7.4k | 330.59 | |
| Nextera Energy (NEE) | 1.1 | $2.4M | 34k | 70.81 | |
| Applovin Corp Com Cl A (APP) | 1.1 | $2.4M | 29k | 83.22 | |
| Anthem (ELV) | 1.1 | $2.4M | 4.4k | 541.88 | |
| EOG Resources (EOG) | 1.1 | $2.3M | 18k | 125.87 | |
| Booking Holdings (BKNG) | 1.0 | $2.2M | 554.00 | 3961.63 | |
| UnitedHealth (UNH) | 1.0 | $2.2M | 4.2k | 509.35 | |
| Comfort Systems USA (FIX) | 0.9 | $2.0M | 6.6k | 304.13 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $2.0M | 17k | 118.51 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $2.0M | 34k | 57.61 | |
| American Express Company (AXP) | 0.9 | $1.9M | 8.2k | 231.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.7M | 9.1k | 183.42 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.7M | 1.8k | 905.38 | |
| Itt (ITT) | 0.8 | $1.7M | 13k | 129.19 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.7 | $1.5M | 28k | 54.92 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.7 | $1.5M | 22k | 67.75 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.5M | 2.7k | 553.11 | |
| Esquire Financial Holdings (ESQ) | 0.7 | $1.4M | 30k | 47.60 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.6 | $1.3M | 17k | 76.57 | |
| Brink's Company (BCO) | 0.6 | $1.2M | 12k | 102.41 | |
| Ameren Corporation (AEE) | 0.5 | $1.1M | 16k | 71.11 | |
| Progressive Corporation (PGR) | 0.5 | $1.1M | 5.2k | 207.73 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $977k | 14k | 72.05 | |
| Powell Industries (POWL) | 0.4 | $922k | 6.4k | 143.40 | |
| Amazon (AMZN) | 0.4 | $919k | 4.8k | 193.25 | |
| Oshkosh Corporation (OSK) | 0.4 | $880k | 8.1k | 108.20 | |
| Archrock (AROC) | 0.4 | $840k | 42k | 20.22 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $793k | 2.1k | 374.18 | |
| BP Sponsored Adr (BP) | 0.4 | $773k | 21k | 36.10 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $756k | 15k | 51.26 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.3 | $725k | 8.3k | 87.57 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.3 | $720k | 15k | 47.73 | |
| Vistra Energy (VST) | 0.3 | $709k | 8.2k | 85.98 | |
| Apogee Enterprises (APOG) | 0.3 | $704k | 11k | 62.84 | |
| W.W. Grainger (GWW) | 0.3 | $700k | 776.00 | 902.24 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $689k | 4.3k | 160.43 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $665k | 11k | 62.87 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $656k | 5.5k | 118.60 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.3 | $638k | 19k | 34.04 | |
| Ishares Tr International Sl (ISCF) | 0.3 | $617k | 19k | 32.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $609k | 7.8k | 77.77 | |
| Tesla Motors (TSLA) | 0.3 | $600k | 3.0k | 197.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $588k | 2.2k | 267.58 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $533k | 14k | 39.16 | |
| Nrg Energy Com New (NRG) | 0.2 | $495k | 6.4k | 77.86 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $480k | 4.8k | 100.23 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $476k | 5.5k | 86.57 | |
| ACI Worldwide (ACIW) | 0.2 | $470k | 12k | 39.59 | |
| AZZ Incorporated (AZZ) | 0.2 | $465k | 6.0k | 77.25 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $452k | 3.0k | 150.46 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $419k | 2.9k | 142.74 | |
| Primoris Services (PRIM) | 0.2 | $389k | 7.8k | 49.89 | |
| Oneok (OKE) | 0.2 | $386k | 4.7k | 81.56 | |
| PriceSmart (PSMT) | 0.2 | $386k | 4.7k | 81.20 | |
| Philip Morris International (PM) | 0.2 | $385k | 3.8k | 101.33 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $369k | 3.2k | 115.15 | |
| Cabot Corporation (CBT) | 0.2 | $356k | 3.9k | 91.89 | |
| Modine Manufacturing (MOD) | 0.2 | $342k | 3.4k | 100.19 | |
| Atmos Energy Corporation (ATO) | 0.2 | $339k | 2.9k | 116.67 | |
| NiSource (NI) | 0.2 | $334k | 12k | 28.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $332k | 3.1k | 106.66 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $314k | 3.7k | 85.87 | |
| Procter & Gamble Company (PG) | 0.1 | $307k | 1.9k | 164.97 | |
| Quanta Services (PWR) | 0.1 | $307k | 1.2k | 254.09 | |
| National Fuel Gas (NFG) | 0.1 | $300k | 5.5k | 54.20 | |
| Essential Utils (WTRG) | 0.1 | $295k | 7.9k | 37.33 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $284k | 3.6k | 78.33 | |
| Pepsi (PEP) | 0.1 | $280k | 1.7k | 164.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $278k | 508.00 | 547.82 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $273k | 1.5k | 182.52 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $255k | 1.3k | 202.41 | |
| Greenbrier Companies (GBX) | 0.1 | $249k | 5.0k | 49.55 | |
| Merck & Co (MRK) | 0.1 | $241k | 1.9k | 123.82 | |
| Boeing Company (BA) | 0.1 | $224k | 1.2k | 182.01 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $214k | 386.00 | 555.54 | |
| Entergy Corporation (ETR) | 0.1 | $209k | 2.0k | 107.00 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $209k | 4.1k | 51.24 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $208k | 654.00 | 318.55 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $205k | 820.00 | 250.13 | |
| Williams-Sonoma (WSM) | 0.1 | $203k | 717.00 | 282.37 |