MondegarAI
Horizon Investment Services, LLC

Q3 2024 · 13F-HR

Horizon Investment Services, LLCholdings as filed

Filed 2024-11-12 · accession 0001085146-24-005513

$234.0M
Reported value
122
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$11.4M4.88%93,985CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$10.8M4.60%135,471CommonSOLE
594918104MSFTMICROSOFT CORP$9.4M4.02%21,847CommonSOLE
02079K305GOOGLALPHABET INC$7.8M3.33%46,985CommonSOLE
038222105AMATAPPLIED MATLS INC$7.7M3.30%38,216CommonSOLE
78468R606SPHYSPDR SER TR$7.7M3.29%319,695CommonSOLE
037833100AAPLAPPLE INC$7.6M3.24%32,548CommonSOLE
11135F101AVGOBROADCOM INC$6.4M2.74%37,125CommonSOLE
H1467J104CBCHUBB LIMITED$5.5M2.36%19,119CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$5.0M2.15%107,819CommonSOLE
30303M102METAMETA PLATFORMS INC$4.9M2.07%8,478CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$4.8M2.03%5,828CommonSOLE
701094104PHPARKER-HANNIFIN CORP$4.6M1.98%7,331CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$4.5M1.93%38,445CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.4M1.88%37,190CommonSOLE
747525103QCOMQUALCOMM INC$4.3M1.83%25,172CommonSOLE
03831W108APPAPPLOVIN CORP$4.2M1.80%32,242CommonSOLE
92826C839VVISA INC$4.2M1.78%15,159CommonSOLE
337738108FISVFISERV INC$4.0M1.73%22,542CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.9M1.69%14,556CommonSOLE
023135106AMZNAMAZON COM INC$3.9M1.66%20,825CommonSOLE
464287622IWBISHARES TR$3.8M1.62%12,077CommonSOLE
921910816MGKVANGUARD WORLD FD$3.7M1.58%11,488CommonSOLE
29084Q100EMEEMCOR GROUP INC$3.6M1.55%8,415CommonSOLE
743315103PGRPROGRESSIVE CORP$3.6M1.52%14,044CommonSOLE
64110D104NTAPNETAPP INC$3.5M1.48%27,983CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.2M1.37%5,581CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$3.1M1.34%21,562CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.1M1.33%36,791CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.0M1.29%57,088CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.7M1.15%6,876CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M1.05%4,210CommonSOLE
125523100CITHE CIGNA GROUP$2.4M1.05%7,059CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.4M1.04%580CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2.3M0.97%9,904CommonSOLE
060505104BACBANK AMERICA CORP$2.2M0.94%55,684CommonSOLE
921910840MGVVANGUARD WORLD FD$2.2M0.92%16,814CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.1M0.91%4,097CommonSOLE
46434V621DGROISHARES TR$2.1M0.91%33,863CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.1M0.90%12,928CommonSOLE
26875P101EOGEOG RES INC$2.1M0.89%17,005CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$1.7M0.75%26,817CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.7M0.74%4,840CommonSOLE
739128106POWLPOWELL INDS INC$1.7M0.71%7,503CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$1.7M0.71%27,861CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.70%2,648CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.6M0.70%28,466CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.70%1,836CommonNONE
464288307IMCGISHARES TR$1.6M0.69%22,191CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.65%9,145CommonSOLE
004498101ACIWACI WORLDWIDE INC$1.5M0.62%28,610CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.4M0.60%16,957CommonNONE
023608102AEEAMEREN CORP$1.4M0.59%15,832CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.3M0.54%30,022CommonSOLE
629209305NMIHNMI HLDGS INC$1.2M0.52%29,489CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.51%15,922CommonSOLE
04010E109AGXARGAN INC$923,1140.39%9,101CommonSOLE
464288638IGIBISHARES TR$906,2560.39%16,870CommonSOLE
922908736VUGVANGUARD INDEX FDS$869,4740.37%2,264CommonSOLE
384802104GWWGRAINGER W W INC$798,8450.34%769CommonSOLE
921932844IVOVVANGUARD ADMIRAL FDS INC$794,1110.34%8,295CommonSOLE
88160R101TSLATESLA INC$788,2910.34%3,013CommonSOLE
922908744VTVVANGUARD INDEX FDS$770,6790.33%4,414CommonSOLE
127055101CBTCABOT CORP$767,9720.33%6,871CommonSOLE
104674106BRCBRADY CORP$746,3000.32%9,739CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$716,9530.31%10,778CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$709,2020.30%5,532CommonSOLE
46434V266ISCFISHARES TR$692,1480.30%19,635CommonSOLE
055622104BPBP PLC$672,3420.29%21,419CommonSOLE
682680103OKEONEOK INC NEW$671,0570.29%7,363CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$661,7560.28%7,828CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$632,3770.27%11,414CommonSOLE
922908769VTIVANGUARD INDEX FDS$622,0080.27%2,196CommonSOLE
629377508NRGNRG ENERGY INC$583,7800.25%6,408CommonSOLE
20030N101CMCSACOMCAST CORP NEW$581,3060.25%13,916CommonSOLE
922908512VOEVANGUARD INDEX FDS$528,2760.23%3,150CommonSOLE
464287614IWFISHARES TR$503,7600.22%1,342CommonSOLE
464287804IJRISHARES TR$486,5030.21%4,159CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$474,8040.20%8,175CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$463,4890.20%4,019CommonNONE
718172109PMPHILIP MORRIS INTL INC$454,7790.19%3,746CommonSOLE
049560105ATOATMOS ENERGY CORP$413,0640.18%2,977CommonSOLE
65473P105NINISOURCE INC$407,2560.17%11,753CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$394,6610.17%3,596CommonSOLE
30231G102XOMEXXON MOBIL CORP$386,6990.17%3,298CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$384,8630.16%6,349CommonSOLE
464287598IWDISHARES TR$370,3000.16%1,951CommonSOLE
74762E102QUREQUANTA SVCS INC$360,1650.15%1,208CommonSOLE
78464A201SLYGSPDR SER TR$351,2580.15%3,772CommonSOLE
670100205NVONOVO-NORDISK A S$349,4700.15%2,935CommonSOLE
18467V109YOUCLEAR SECURE INC$337,0340.14%10,170CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$317,1440.14%3,350CommonSOLE
742718109PGPROCTER AND GAMBLE CO$316,5910.14%1,827CommonSOLE
607828100MODMODINE MFG CO$305,9480.13%2,304CommonSOLE
464287465EFAISHARES TR$302,9080.13%3,622CommonNONE
922908611VBRVANGUARD INDEX FDS$300,7680.13%1,498CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$294,2240.13%14,800CommonSOLE
464287200IVVISHARES TR$293,3600.13%508CommonSOLE
29364G103ETRENTERGY CORP NEW$291,0330.12%2,211CommonSOLE
713448108PEPPEPSICO INC$281,4330.12%1,655CommonSOLE
258278100DORMDORMAN PRODS INC$280,5380.12%2,480CommonSOLE
464287499IWRISHARES TR$272,6170.12%3,093CommonSOLE
05379B107AVAAVISTA CORP$270,7190.12%6,986CommonSOLE
741511109PSMTPRICESMART INC$266,9630.11%2,908CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$265,9270.11%1,261CommonSOLE
98389B100XELXCEL ENERGY INC$264,2040.11%4,046CommonSOLE
30034W106EVRGEVERGY INC$263,1990.11%4,244CommonSOLE
736508847PORPORTLAND GEN ELEC CO$240,2750.10%5,016CommonSOLE
578605107MECMAYVILLE ENGR CO INC$237,7820.10%11,280CommonSOLE
84857L101SRSPIRE INC$236,3610.10%3,512CommonSOLE
580135101MCDMCDONALDS CORP$234,0400.10%768CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$230,3190.10%2,315CommonSOLE
97650W108WTFCWINTRUST FINL CORP$225,6340.10%2,079CommonSOLE
969904101WSMWILLIAMS SONOMA INC$222,1550.09%1,434CommonSOLE
931142103WMTWALMART INC$222,1430.09%2,751CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$220,0000.09%795CommonSOLE
922908595VBKVANGUARD INDEX FDS$219,2430.09%820CommonNONE
92189F429PFXFVANECK ETF TRUST$217,1480.09%11,892CommonSOLE
464288646IGSBISHARES TR$214,4320.09%4,072CommonNONE
58933Y105MRKMERCK & CO INC$205,8320.09%1,812CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$204,8610.09%527CommonSOLE
00287Y109ABBVABBVIE INC$203,9970.09%1,033CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.