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Filers›Asset Manager›HORIZON FINANCIAL SERVICES, LLC
DOSSIER · 13F-HR · Q1 2026

HORIZON FINANCIAL SERVICES, LLC

HORIZON FINANCIAL SERVICES's asset manager based in Stamford, CT — $226M in tracked AUM across 425 positions as of Q1 2026.

HF
HORIZON FINANCIAL SERVICES·Stamford, CT·Asset Manager
CIK 0001674020 · last filed Mar 31, 2026
Total AUM
$226M
▼ 14.5%
vs prior
Holdings
425
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

HORIZON FINANCIAL SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPSB
SPSB
$19M635K8.4%
02
SPYG
SPYG
$18M185K8.0%
03
SPYV
SPYV
$18M320K8.0%
04
SPDW
SPDW
$13M280K5.6%
05
SCHM
SCHM
$12M401K5.5%
06
SPHY
SPHY
$11M491K5.1%
07
SRLN
SRLN
$11M276K4.9%
08
VGSH
VGSH
$11M181K4.7%
09
XLK
XLK
$8M62K3.6%
10
SCHA
SCHA
$8M273K3.5%

Filing history

Filing history loading…
AI Agent · grounded in HORIZON
haiku-4-5 · 425 positions indexed
Sector mix
  • Health Care14%
  • Cons. Disc.42%
  • Communications13%
  • Industrials27%
  • Energy9%
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