MondegarAI
Horizon Investment Services, LLC

Q1 2025 · 13F-HR

Horizon Investment Services, LLCholdings as filed

Filed 2025-05-05 · accession 0001085146-25-002606

$205.9M
Reported value
110
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$12.5M6.05%114,904CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$10.3M5.03%131,062CommonSOLE
78468R606SPHYSPDR SER TR$8.2M3.96%348,241CommonSOLE
594918104MSFTMICROSOFT CORP$7.7M3.74%20,518CommonSOLE
02079K305GOOGLALPHABET INC$7.5M3.64%48,516CommonSOLE
037833100AAPLAPPLE INC$7.1M3.43%31,807CommonSOLE
92826C839VVISA INC$6.0M2.90%17,038CommonSOLE
H1467J104CBCHUBB LIMITED$6.0M2.90%19,751CommonSOLE
11135F101AVGOBROADCOM INC$5.5M2.66%32,675CommonSOLE
337738108FISVFISERV INC$5.4M2.64%24,610CommonSOLE
30303M102METAMETA PLATFORMS INC$5.3M2.58%9,204CommonSOLE
743315103PGRPROGRESSIVE CORP$5.3M2.56%18,643CommonSOLE
03831W108APPAPPLOVIN CORP$5.3M2.56%19,883CommonSOLE
023135106AMZNAMAZON COM INC$5.0M2.43%26,268CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4.4M2.12%35,252CommonSOLE
872590104TMUST-MOBILE US INC$4.1M1.99%15,352CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4.1M1.97%15,083CommonSOLE
747525103QCOMQUALCOMM INC$3.8M1.83%24,520CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$3.6M1.74%78,561CommonSOLE
665859104NTRSNORTHERN TR CORP$3.5M1.68%35,101CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.3M1.61%5,933CommonSOLE
464287622IWBISHARES TR$3.3M1.60%10,746CommonSOLE
921910816MGKVANGUARD WORLD FD$3.2M1.54%10,285CommonSOLE
29084Q100EMEEMCOR GROUP INC$3.0M1.46%8,131CommonSOLE
46138E222IDMOINVESCO EXCH TRADED FD TR II$3.0M1.45%67,742CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$2.9M1.42%38,911CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.8M1.35%603CommonSOLE
023608102AEEAMEREN CORP$2.6M1.28%26,239CommonSOLE
254687106DISDISNEY WALT CO$2.6M1.27%26,447CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.2M1.09%6,960CommonSOLE
921910840MGVVANGUARD WORLD FD$2.1M1.02%16,328CommonSOLE
256163106DOCUDOCUSIGN INC$2.0M0.95%24,024CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.89%3,513CommonSOLE
761152107RMDRESMED INC$1.7M0.84%7,699CommonSOLE
038222105AMATAPPLIED MATLS INC$1.7M0.83%11,844CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$1.6M0.77%14,064CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1.6M0.77%62,108CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.75%9,907CommonSOLE
464288307IMCGISHARES TR$1.5M0.74%21,223CommonSOLE
004498101ACIWACI WORLDWIDE INC$1.5M0.72%26,973CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.4M0.68%16,957CommonNONE
69753M105PLMRPALOMAR HLDGS INC$1.3M0.65%9,833CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.2M0.61%13,483CommonSOLE
31609A206FESMFIDELITY COVINGTON TRUST$1.2M0.59%41,407CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$1.2M0.59%49,995CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$1.2M0.58%20,702CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.58%1,435CommonSOLE
921932844IVOVVANGUARD ADMIRAL FDS INC$1.1M0.54%11,993CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.51%2,126CommonSOLE
379577208GMEDGLOBUS MED INC$1.0M0.51%14,335CommonSOLE
26875P101EOGEOG RES INC$1.0M0.49%7,921CommonSOLE
739128106POWLPOWELL INDS INC$999,6830.49%5,869CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$951,9550.46%12,960CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$923,0750.45%14,466CommonSOLE
464288638IGIBISHARES TR$889,8460.43%16,943CommonSOLE
922908736VUGVANGUARD INDEX FDS$871,6100.42%2,350CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$799,3780.39%15,726CommonSOLE
46434V621DGROISHARES TR$764,1890.37%12,369CommonSOLE
922908744VTVVANGUARD INDEX FDS$759,9630.37%4,399CommonSOLE
88160R101TSLATESLA INC$745,3440.36%2,876CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$739,1710.36%5,731CommonSOLE
055622104BPBP PLC$718,2060.35%21,255CommonSOLE
384802104GWWGRAINGER W W INC$702,3470.34%711CommonSOLE
46434V266ISCFISHARES TR$677,4730.33%20,114CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$656,4560.32%30,490CommonSOLE
718172109PMPHILIP MORRIS INTL INC$574,8790.28%3,621CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$545,8530.27%19,522CommonSOLE
30231G102XOMEXXON MOBIL CORP$544,0440.26%4,574CommonSOLE
629377508NRGNRG ENERGY INC$539,6340.26%5,652CommonSOLE
922908769VTIVANGUARD INDEX FDS$535,8960.26%1,949CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$524,1400.25%6,618CommonSOLE
65339F101NEENEXTERA ENERGY INC$502,8990.24%7,094CommonNONE
464287614IWFISHARES TR$476,2780.23%1,319CommonSOLE
65473P105NINISOURCE INC$463,5380.23%11,562CommonSOLE
049560105ATOATMOS ENERGY CORP$449,0910.22%2,905CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$425,1390.21%13,269CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$412,6240.20%4,100CommonSOLE
20030N101CMCSACOMCAST CORP NEW$380,2260.18%10,304CommonSOLE
92939U106WECWEC ENERGY GROUP INC$378,5450.18%3,473CommonSOLE
464287598IWDISHARES TR$359,5740.17%1,911CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$349,8740.17%1,426CommonSOLE
742718109PGPROCTER AND GAMBLE CO$348,2540.17%2,043CommonSOLE
464287200IVVISHARES TR$339,7470.17%604CommonSOLE
464287465EFAISHARES TR$336,8910.16%4,122CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$336,5840.16%2,759CommonSOLE
258278100DORMDORMAN PRODS INC$329,0740.16%2,730CommonSOLE
931142103WMTWALMART INC$327,8140.16%3,734CommonSOLE
98389B100XELXCEL ENERGY INC$324,6200.16%4,585CommonSOLE
464287804IJRISHARES TR$323,4580.16%3,093CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$308,5910.15%11,266CommonSOLE
646025106NJRNEW JERSEY RES CORP$298,1380.14%6,077CommonSOLE
30034W106EVRGEVERGY INC$296,6550.14%4,302CommonSOLE
84857L101SRSPIRE INC$282,6570.14%3,612CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$282,1620.14%2,891CommonSOLE
922908611VBRVANGUARD INDEX FDS$278,3300.14%1,494CommonNONE
902681105UGIUGI CORP NEW$266,2140.13%8,050CommonSOLE
65290E101NXTNEXTRACKER INC$265,6930.13%6,305CommonSOLE
00287Y109ABBVABBVIE INC$257,7350.13%1,230CommonSOLE
713448108PEPPEPSICO INC$255,7980.12%1,706CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$236,7860.12%775CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$236,4830.11%250CommonSOLE
670100205NVONOVO-NORDISK A S$231,2350.11%3,330CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$229,6620.11%419CommonSOLE
922908629VOVANGUARD INDEX FDS$227,0680.11%878CommonNONE
580135101MCDMCDONALDS CORP$223,5140.11%715CommonSOLE
437076102HDHOME DEPOT INC$218,5590.11%596CommonSOLE
466313103JBLJABIL INC$214,8550.10%1,579CommonSOLE
02209S103MOALTRIA GROUP INC$208,9230.10%3,480CommonSOLE
922908595VBKVANGUARD INDEX FDS$203,4300.10%808CommonNONE
464288646IGSBISHARES TR$202,7770.10%3,872CommonNONE

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.