Horizon Investment Services as of March 31, 2025
Portfolio Holdings for Horizon Investment Services
Horizon Investment Services holds 110 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.0 | $13M | 115k | 108.38 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.0 | $10M | 131k | 78.94 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 4.0 | $8.2M | 348k | 23.42 | |
| Microsoft Corporation (MSFT) | 3.7 | $7.7M | 21k | 375.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $7.5M | 49k | 154.64 | |
| Apple (AAPL) | 3.4 | $7.1M | 32k | 222.13 | |
| Visa Com Cl A (V) | 2.9 | $6.0M | 17k | 350.47 | |
| Chubb (CB) | 2.9 | $6.0M | 20k | 301.99 | |
| Broadcom (AVGO) | 2.7 | $5.5M | 33k | 167.43 | |
| Fiserv (FI) | 2.6 | $5.4M | 25k | 220.83 | |
| Meta Platforms Cl A (META) | 2.6 | $5.3M | 9.2k | 576.37 | |
| Progressive Corporation (PGR) | 2.6 | $5.3M | 19k | 283.02 | |
| Applovin Corp Com Cl A (APP) | 2.6 | $5.3M | 20k | 264.97 | |
| Amazon (AMZN) | 2.4 | $5.0M | 26k | 190.26 | |
| Hartford Financial Services (HIG) | 2.1 | $4.4M | 35k | 123.73 | |
| Metropcs Communications (TMUS) | 2.0 | $4.1M | 15k | 266.73 | |
| American Express Company (AXP) | 2.0 | $4.1M | 15k | 269.05 | |
| Qualcomm (QCOM) | 1.8 | $3.8M | 25k | 153.61 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.7 | $3.6M | 79k | 45.65 | |
| Northern Trust Corporation (NTRS) | 1.7 | $3.5M | 35k | 98.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.3M | 5.9k | 559.46 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.6 | $3.3M | 11k | 306.76 | |
| Vanguard World Mega Grwth Ind (MGK) | 1.5 | $3.2M | 10k | 308.88 | |
| Emcor (EME) | 1.5 | $3.0M | 8.1k | 369.65 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.5 | $3.0M | 68k | 44.16 | |
| Esquire Financial Holdings (ESQ) | 1.4 | $2.9M | 39k | 75.38 | |
| Booking Holdings (BKNG) | 1.3 | $2.8M | 603.00 | 4607.66 | |
| Ameren Corporation (AEE) | 1.3 | $2.6M | 26k | 100.40 | |
| Walt Disney Company (DIS) | 1.3 | $2.6M | 26k | 98.70 | |
| Comfort Systems USA (FIX) | 1.1 | $2.2M | 7.0k | 322.35 | |
| Vanguard World Mega Cap Val Etf (MGV) | 1.0 | $2.1M | 16k | 128.85 | |
| Docusign (DOCU) | 0.9 | $2.0M | 24k | 81.40 | |
| UnitedHealth (UNH) | 0.9 | $1.8M | 3.5k | 523.82 | |
| ResMed (RMD) | 0.8 | $1.7M | 7.7k | 223.86 | |
| Applied Materials (AMAT) | 0.8 | $1.7M | 12k | 145.12 | |
| Sterling Construction Company (STRL) | 0.8 | $1.6M | 14k | 113.21 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.8 | $1.6M | 62k | 25.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | 9.9k | 156.23 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.7 | $1.5M | 21k | 71.43 | |
| ACI Worldwide (ACIW) | 0.7 | $1.5M | 27k | 54.71 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.7 | $1.4M | 17k | 82.54 | |
| Palomar Hldgs (PLMR) | 0.7 | $1.3M | 9.8k | 137.08 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $1.2M | 14k | 92.53 | |
| Fidelity Covington Trust Enhanced Small (FESM) | 0.6 | $1.2M | 41k | 29.48 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.6 | $1.2M | 50k | 24.25 | |
| Primoris Services (PRIM) | 0.6 | $1.2M | 21k | 57.41 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.4k | 825.93 | |
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.5 | $1.1M | 12k | 92.05 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | 2.1k | 497.75 | |
| Globus Med Cl A (GMED) | 0.5 | $1.0M | 14k | 73.20 | |
| EOG Resources (EOG) | 0.5 | $1.0M | 7.9k | 128.25 | |
| Powell Industries (POWL) | 0.5 | $1000k | 5.9k | 170.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $952k | 13k | 73.45 | |
| Halozyme Therapeutics (HALO) | 0.4 | $923k | 15k | 63.81 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $890k | 17k | 52.52 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $872k | 2.4k | 370.90 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $799k | 16k | 50.83 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $764k | 12k | 61.78 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $760k | 4.4k | 172.76 | |
| Tesla Motors (TSLA) | 0.4 | $745k | 2.9k | 259.16 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $739k | 5.7k | 128.98 | |
| BP Sponsored Adr (BP) | 0.3 | $718k | 21k | 33.79 | |
| W.W. Grainger (GWW) | 0.3 | $702k | 711.00 | 987.83 | |
| Ishares Tr International Sl (ISCF) | 0.3 | $678k | 20k | 33.68 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $657k | 31k | 21.53 | |
| Philip Morris International (PM) | 0.3 | $575k | 3.6k | 158.76 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $546k | 20k | 27.96 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $544k | 4.6k | 118.94 | |
| Nrg Energy Com New (NRG) | 0.3 | $540k | 5.7k | 95.48 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $536k | 1.9k | 274.96 | |
| National Fuel Gas (NFG) | 0.3 | $524k | 6.6k | 79.20 | |
| Nextera Energy (NEE) | 0.2 | $503k | 7.1k | 70.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $476k | 1.3k | 361.09 | |
| NiSource (NI) | 0.2 | $464k | 12k | 40.09 | |
| Atmos Energy Corporation (ATO) | 0.2 | $449k | 2.9k | 154.59 | |
| Aris Water Solutions Class A Com (ARIS) | 0.2 | $425k | 13k | 32.04 | |
| Adtalem Global Ed (ATGE) | 0.2 | $413k | 4.1k | 100.64 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $380k | 10k | 36.90 | |
| Wec Energy Group (WEC) | 0.2 | $379k | 3.5k | 109.00 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $360k | 1.9k | 188.16 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $350k | 1.4k | 245.35 | |
| Procter & Gamble Company (PG) | 0.2 | $348k | 2.0k | 170.46 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $340k | 604.00 | 562.50 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $337k | 4.1k | 81.73 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $337k | 2.8k | 121.99 | |
| Dorman Products (DORM) | 0.2 | $329k | 2.7k | 120.54 | |
| Wal-Mart Stores (WMT) | 0.2 | $328k | 3.7k | 87.79 | |
| Xcel Energy (XEL) | 0.2 | $325k | 4.6k | 70.80 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $324k | 3.1k | 104.58 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $309k | 11k | 27.39 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $298k | 6.1k | 49.06 | |
| Evergy (EVRG) | 0.1 | $297k | 4.3k | 68.96 | |
| Spire (SR) | 0.1 | $283k | 3.6k | 78.25 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $282k | 2.9k | 97.60 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $278k | 1.5k | 186.30 | |
| UGI Corporation (UGI) | 0.1 | $266k | 8.1k | 33.07 | |
| Nextracker Class A Com (NXT) | 0.1 | $266k | 6.3k | 42.14 | |
| Abbvie (ABBV) | 0.1 | $258k | 1.2k | 209.54 | |
| Pepsi (PEP) | 0.1 | $256k | 1.7k | 149.94 | |
| Automatic Data Processing (ADP) | 0.1 | $237k | 775.00 | 305.53 | |
| Costco Wholesale Corporation (COST) | 0.1 | $237k | 250.00 | 945.93 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $231k | 3.3k | 69.44 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $230k | 419.00 | 548.12 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $227k | 878.00 | 258.62 | |
| McDonald's Corporation (MCD) | 0.1 | $224k | 715.00 | 312.61 | |
| Home Depot (HD) | 0.1 | $219k | 596.00 | 366.71 | |
| Jabil Circuit (JBL) | 0.1 | $215k | 1.6k | 136.07 | |
| Altria (MO) | 0.1 | $209k | 3.5k | 60.04 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $203k | 808.00 | 251.77 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $203k | 3.9k | 52.37 |