Horizon Investment Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Horizon Investment Services, LLC reported 110 stock positions worth $205.9 million. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 5.0%) and SS SPDR P High Yield ETF (SPHY, 4.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 23, added to 40 and reduced 56. The biggest buy was Northern Trust (NTRS, shares +260%) and the biggest sale an exit from Parker Hannifin (PH).
- Most Recent 13F
- Q2 2026
- Location
- HAMMOND, IN
- CIK
- 0001426940
- Portfolio Value
- $205.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002606 ↗ filed May 5, 2025
Holdings Value
Holdings 110 stocks · $205.9M
| NVDA Nvidia Corp. | 6.05% | 114,904 | $12.5M | Add +22.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.03% | 131,062 | $10.3M | Add +2.6% |
| SPHY SS SPDR P High Yield ETF | 3.96% | 348,241 | $8.2M | Add +7.7% |
| MSFT Microsoft Corp. | 3.74% | 20,518 | $7.7M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 3.64% | 48,516 | $7.5M | Add +1.6% |
| AAPL Apple Inc. | 3.43% | 31,807 | $7.1M | Reduce -2.4% |
| V Visa Inc. Class A | 2.90% | 17,038 | $6.0M | Add +7.6% |
| CB Chubb Ltd. | 2.90% | 19,751 | $6.0M | Add +0.5% |
| AVGO Broadcom Inc. | 2.66% | 32,675 | $5.5M | Reduce -11.5% |
| FISV Fiserv Inc. | 2.64% | 24,610 | $5.4M | Add +1.9% |
| META Meta Platforms Inc. Class A | 2.58% | 9,204 | $5.3M | Add +2.9% |
| PGR Progressive Corp. | 2.56% | 18,643 | $5.3M | Add +6.5% |
| APP AppLovin Corp. Class A | 2.56% | 19,883 | $5.3M | Reduce -35.6% |
| AMZN Amazon.com Inc. | 2.43% | 26,268 | $5.0M | Add +9.2% |
| HIG Hartford Insurance Group Inc. | 2.12% | 35,252 | $4.4M | Reduce -11.6% |
| TMUS T-Mobile US Inc. | 1.99% | 15,352 | $4.1M | Add +2.7% |
| AXP American Express Co. | 1.97% | 15,083 | $4.1M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.83% | 24,520 | $3.8M | Reduce -4.3% |
| FBND Fidelity Total Bond ETF | 1.74% | 78,561 | $3.6M | Add +2.5% |
| NTRS Northern Trust Corp. | 1.68% | 35,101 | $3.5M | Add +260.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.61% | 5,933 | $3.3M | Add +8.6% |
| IWB iShares Russell 1000 ETF | 1.60% | 10,746 | $3.3M | Reduce -8.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.54% | 10,285 | $3.2M | Reduce -7.5% |
| EME Emcor Group Inc. | 1.46% | 8,131 | $3.0M | Reduce -4.2% |
| IDMO Invesco S&P International DE | 1.45% | 67,742 | $3.0M | Add +150.4% |
| ESQ Esquire Financial Holdings I | 1.42% | 38,911 | $2.9M | Add +16.5% |
| BKNG Booking Holdings Inc. | 1.35% | 603 | $2.8M | Reduce -0.8% |
| AEE Ameren Corporation | 1.28% | 26,239 | $2.6M | Add +41.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.27% | 26,447 | $2.6M | Add +132.4% |
| FIX Comfort Systems USA Inc. | 1.09% | 6,960 | $2.2M | Add +2.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.02% | 16,328 | $2.1M | Reduce -4.0% |
| DOCU Docusign Inc. | 0.95% | 24,024 | $2.0M | Add +351.3% |
| UNH Unitedhealth Group Inc. | 0.89% | 3,513 | $1.8M | Reduce -7.5% |
| RMD Resmed Inc. | 0.84% | 7,699 | $1.7M | Add +9.3% |
| AMAT Applied Materials Inc. | 0.83% | 11,844 | $1.7M | Reduce -67.0% |
| STRL Sterling Infrastructure Inc. | 0.77% | 14,064 | $1.6M | Reduce -13.9% |
| MWA Mueller Water Products Inc. Class A | 0.77% | 62,108 | $1.6M | Add +76.6% |
| GOOG Alphabet Inc. Class C | 0.75% | 9,907 | $1.5M | Add +6.5% |
| IMCG iShares Morningstar Mid-Cap | 0.74% | 21,223 | $1.5M | Reduce -4.1% |
| ACIW Aci Worldwide Inc. | 0.72% | 26,973 | $1.5M | Reduce -10.1% |
| VONV Vanguard Russell 1000 Value | 0.68% | 16,957 | $1.4M | No change |
| PLMR Palomar Holdings Inc. | 0.65% | 9,833 | $1.3M | Add +22.5% |
| SPMO Invesco S&P 500 Momentum ETF | 0.61% | 13,483 | $1.2M | Add +1.1% |
| FESM Fidelity Enhanced Small Cap | 0.59% | 41,407 | $1.2M | Add +74.4% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.59% | 49,995 | $1.2M | Add +26.5% |
| PRIM Primoris Services Corp. | 0.58% | 20,702 | $1.2M | Add +16.6% |
| LLY Eli Lilly & Co. | 0.58% | 1,435 | $1.2M | Reduce -0.6% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.54% | 11,993 | $1.1M | Add +45.6% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 2,126 | $1.1M | Reduce -8.8% |
| GMED Globus Medical Inc. Class A | 0.51% | 14,335 | $1.0M | New |
| EOG EOG Resources Inc. | 0.49% | 7,921 | $1.0M | Reduce -7.6% |
| POWL Powell Industries Inc. | 0.49% | 5,869 | $1000K | Reduce -19.7% |
| BND Vanguard Total Bond Market | 0.46% | 12,960 | $952K | Reduce -7.3% |
| HALO Halozyme Therapeutics Inc. | 0.45% | 14,466 | $923K | Add +204.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.43% | 16,943 | $890K | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 2,350 | $872K | Reduce -2.6% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 15,726 | $799K | Reduce -56.8% |
| DGRO iShares Core Dividend Growth | 0.37% | 12,369 | $764K | Reduce -12.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 4,399 | $760K | Reduce -3.9% |
| TSLA Tesla Inc. | 0.36% | 2,876 | $745K | Reduce -3.8% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 5,731 | $739K | Reduce -0.9% |
| BP BP PLC-Spons ADR | 0.35% | 21,255 | $718K | Reduce -0.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.34% | 711 | $702K | Reduce -7.8% |
| ISCF iShares International Small | 0.33% | 20,114 | $677K | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 0.32% | 30,490 | $656K | Reduce -5.8% |
| PM Philip Morris International | 0.28% | 3,621 | $575K | Reduce -2.0% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 19,522 | $546K | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.26% | 4,574 | $544K | Add +1.6% |
| NRG NRG Energy Inc. | 0.26% | 5,652 | $540K | Reduce -8.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 1,949 | $536K | Reduce -9.9% |
| NFG National Fuel Gas Co. | 0.25% | 6,618 | $524K | Add +2.5% |
| NEE Nextera Energy Inc. | 0.24% | 7,094 | $503K | Reduce -80.1% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,319 | $476K | Reduce -1.0% |
| NI Nisource Inc. | 0.23% | 11,562 | $464K | Reduce -0.9% |
| ATO Atmos Energy Corp. | 0.22% | 2,905 | $449K | Reduce -0.9% |
| ARIS WATER SOLUTIONS INC-A | 0.21% | 13,269 | $425K | New |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.20% | 4,100 | $413K | New |
| CMCSA Comcast Corp. Class A | 0.18% | 10,304 | $380K | Reduce -21.2% |
| WEC WEC Energy Group Inc. | 0.18% | 3,473 | $379K | New |
| IWD iShares Russell 1000 Value E | 0.17% | 1,911 | $360K | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,426 | $350K | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.17% | 2,043 | $348K | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.17% | 604 | $340K | No change |
| EFA iShares MSCI Eafe ETF | 0.16% | 4,122 | $337K | No change |
| DUK Duke Energy Corp. | 0.16% | 2,759 | $337K | Reduce -1.9% |
| DORM Dorman Products Inc. | 0.16% | 2,730 | $329K | Reduce -12.9% |
| WMT Walmart Inc. | 0.16% | 3,734 | $328K | Add +5.6% |
| XEL Xcel Energy Inc. | 0.16% | 4,585 | $325K | Add +8.2% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 3,093 | $323K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.15% | 11,266 | $309K | Reduce -61.6% |
| NJR New Jersey Resources Corp. | 0.14% | 6,077 | $298K | New |
| EVRG Evergy Inc. | 0.14% | 4,302 | $297K | Add +1.5% |
| SR Spire Inc. | 0.14% | 3,612 | $283K | Add +2.5% |
| LNTH Lantheus Holdings Inc. | 0.14% | 2,891 | $282K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 1,494 | $278K | Reduce -0.3% |
| UGI Ugi Corp. | 0.13% | 8,050 | $266K | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.13% | 6,305 | $266K | New |
| ABBV Abbvie Inc. | 0.13% | 1,230 | $258K | Reduce -5.4% |
| PEP Pepsico Inc. | 0.12% | 1,706 | $256K | Reduce -5.1% |
| ADP Automatic Data Processing | 0.12% | 775 | $237K | Reduce -2.5% |
Portfolio Sells Q4 2024 → Q1 2025
| PH Parker Hannifin Corp. | Sold out | 0.00% | −1.97 |
| APP AppLovin Corp. Class A | Reduce -35.6% | 2.56% | −1.69 |
| AMAT Applied Materials Inc. | Reduce -67.0% | 0.83% | −1.65 |
| NTAP Netapp Inc. | Sold out | 0.00% | −1.30 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.11 |
| AVGO Broadcom Inc. | Reduce -11.5% | 2.66% | −0.98 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.94 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.91 |
| NEE Nextera Energy Inc. | Reduce -80.1% | 0.24% | −0.84 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.49 |
| AGX Argan Inc. | Sold out | 0.00% | −0.48 |
| ENVA Enova International Inc. | Sold out | 0.00% | −0.45 |
| STRL Sterling Infrastructure Inc. | Reduce -13.9% | 0.77% | −0.40 |
| VEA Vanguard Ftse Developed ETF | Reduce -56.8% | 0.39% | −0.35 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.31 |
| ATLC Atlanticus Holdings Corp. | Sold out | 0.00% | −0.26 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.23 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -61.6% | 0.15% | −0.22 |
| POWL Powell Industries Inc. | Reduce -19.7% | 0.49% | −0.20 |
| VCTR Victory Capital Holding - A | Sold out | 0.00% | −0.20 |
| EME Emcor Group Inc. | Reduce -4.2% | 1.46% | −0.18 |
| AAMI Acadian Asset Management Inc. | Sold out | 0.00% | −0.18 |
| TSLA Tesla Inc. | Reduce -3.8% | 0.36% | −0.15 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.15 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.14 |
| LRN Stride Inc. | Sold out | 0.00% | −0.14 |
| AVA Avista Corp. | Sold out | 0.00% | −0.12 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.12 |
| BOX Box Inc. Class A | Sold out | 0.00% | −0.10 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.09 |
| PFXF Vaneck Pref Sec X-Financials | Sold out | 0.00% | −0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -7.5% | 1.54% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.7% | 3.74% | −0.04 |
| AAPL Apple Inc. | Reduce -2.4% | 3.43% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -21.2% | 0.18% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.0% | 0.11% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -8.8% | 1.60% | −0.01 |
| DORM Dorman Products Inc. | Reduce -12.9% | 0.16% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.9% | 0.26% | −0.01 |
| GWW WW Grainger Inc. | Reduce -7.8% | 0.34% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.8% | 0.51% | −0.00 |
| HD Home Depot Inc. | Reduce -6.1% | 0.11% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.5% | 0.10% | +0.00 |
| DGRO iShares Core Dividend Growth | Reduce -12.6% | 0.37% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.6% | 0.42% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.23% | +0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -5.8% | 0.32% | +0.01 |
| PEP Pepsico Inc. | Reduce -5.1% | 0.12% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| NTRS Northern Trust Corp. | Add +260.4% | 1.68% | +1.26 |
| IDMO Invesco S&P International DE | Add +150.4% | 1.45% | +0.99 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.6% | 5.03% | +0.79 |
| PGR Progressive Corp. | Add +6.5% | 2.56% | +0.78 |
| V Visa Inc. Class A | Add +7.6% | 2.90% | +0.77 |
| DOCU Docusign Inc. | Add +351.3% | 0.95% | +0.75 |
| SPHY SS SPDR P High Yield ETF | Add +7.7% | 3.96% | +0.73 |
| DIS The Walt Disney Co. | Add +132.4% | 1.27% | +0.73 |
| NVDA Nvidia Corp. | Add +22.8% | 6.05% | +0.70 |
| CB Chubb Ltd. | Add +0.5% | 2.90% | +0.59 |
| TMUS T-Mobile US Inc. | Add +2.7% | 1.99% | +0.59 |
| AEE Ameren Corporation | Add +41.4% | 1.28% | +0.58 |
| FISV Fiserv Inc. | Add +1.9% | 2.64% | +0.53 |
| GMED Globus Medical Inc. Class A | New | 0.51% | +0.51 |
| MWA Mueller Water Products Inc. Class A | Add +76.6% | 0.77% | +0.43 |
| HALO Halozyme Therapeutics Inc. | Add +204.0% | 0.45% | +0.35 |
| META Meta Platforms Inc. Class A | Add +2.9% | 2.58% | +0.35 |
| ESQ Esquire Financial Holdings I | Add +16.5% | 1.42% | +0.30 |
| PLMR Palomar Holdings Inc. | Add +22.5% | 0.65% | +0.29 |
| FBND Fidelity Total Bond ETF | Add +2.5% | 1.74% | +0.28 |
| FESM Fidelity Enhanced Small Cap | Add +74.4% | 0.59% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.6% | 1.61% | +0.25 |
| CPRX Catalyst Pharmaceuticals Inc. | Add +26.5% | 0.59% | +0.24 |
| ARIS WATER SOLUTIONS INC-A | New | 0.21% | +0.21 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Add +45.6% | 0.54% | +0.20 |
| CVSA Covista Inc. | New | 0.20% | +0.20 |
| AMZN Amazon.com Inc. | Add +9.2% | 2.43% | +0.18 |
| WEC WEC Energy Group Inc. | New | 0.18% | +0.18 |
| RMD Resmed Inc. | Add +9.3% | 0.84% | +0.15 |
| NJR New Jersey Resources Corp. | New | 0.14% | +0.14 |
| LNTH Lantheus Holdings Inc. | New | 0.14% | +0.14 |
| UGI Ugi Corp. | New | 0.13% | +0.13 |
| NXT Nextpower Inc. | New | 0.13% | +0.13 |
| JBL Jabil Inc. | New | 0.10% | +0.10 |
| MO Altria Group Inc. | New | 0.10% | +0.10 |
| NFG National Fuel Gas Co. | Add +2.5% | 0.25% | +0.09 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.1% | 0.61% | +0.07 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.26% | +0.06 |
| ISCF iShares International Small | Add +0.3% | 0.33% | +0.05 |
| XEL Xcel Energy Inc. | Add +8.2% | 0.16% | +0.04 |
| SR Spire Inc. | Add +2.5% | 0.14% | +0.04 |
| EVRG Evergy Inc. | Add +1.5% | 0.14% | +0.03 |
| WMT Walmart Inc. | Add +5.6% | 0.16% | +0.02 |
| MA Mastercard Inc. Class A | Add +6.3% | 0.11% | +0.02 |
| MCD McDonald's Corp. | Add +1.0% | 0.11% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.8% | 0.11% | +0.02 |
| PRIM Primoris Services Corp. | Add +16.6% | 0.58% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +6.5% | 0.75% | −0.00 |
| FIX Comfort Systems USA Inc. | Add +2.3% | 1.09% | −0.14 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 3.64% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $359.5M | LRCX, NVDA, MU, GOOGL, VCSH |
| Q1 2026 | 137 | $287.5M | NVDA, VCSH, GOOGL, LRCX, AVGO |
| Q4 2025 | 139 | $277.9M | NVDA, VCSH, GOOGL, APP, AVGO |
| Q3 2025 | 133 | $264.9M | NVDA, VCSH, APP, GOOGL, MSFT |
| Q2 2025 | 122 | $228.2M | NVDA, VCSH, MSFT, AVGO, GOOGL |
| Q1 2025 | 110 | $205.9M | NVDA, VCSH, SPHY, MSFT, GOOGL |
| Q4 2024 | 123 | $235.2M | NVDA, APP, VCSH, GOOGL, MSFT |
| Q3 2024 | 122 | $234.0M | NVDA, VCSH, MSFT, GOOGL, AMAT |
| Q2 2024 | 109 | $212.1M | NVDA, MSFT, LRCX, AMAT, VCSH |
| Q1 2024 | 114 | $204.3M | MSFT, LRCX, NVDA, AMAT, VCSH |