HORIZON FINANCIAL SERVICES, LLC - Portfolio Stock Holdings
HORIZON FINANCIAL SERVICES, LLC disclosed 572 stock positions in a recent SEC 13F filing. $256,036,774 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and SPSB. This filing represented positions held on June 30, 2026, and was filed on July 20, 2026.We estimate the fund has a total AUM of $262,446,082 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
572Est. Stock Holding Value:
$256,036,774Top Stock Holdings By Sector
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Portfolio Stock Holdings - HORIZON FINANCIAL SERVICES, LLC
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