HORIZON FINANCIAL SERVICES, LLC — 13F Holdings & Portfolio

CIK 1674020 · latest 13F-HR filed 2026-04-15

HORIZON FINANCIAL SERVICES, LLC manages $226.2M in 13F-reported U.S. long-equity assets across 425 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPSB (8.43%), SPYG (8.00%), SPYV (7.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 35 new positions, exited 14, added to 218, and trimmed 70.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$226.2M

Long-equity book

Holdings

425

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+35 / −14 / ↑218 / ↓70

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPSB$2.5M +14.9%
  • SPHY$2.2M +24.2%
  • SRLN$1.9M +21.3%
  • SCHP$1.2M +33.8%
  • XLF$1.2M +35.1%
Show all 218

Top Trims

  • SPYG-$4.0M -18.2%
  • SCHM-$2.6M -17.1%
  • SPYV-$2.0M -10.0%
  • XLC-$834.3K -30.4%
  • XLI-$555.6K -15.8%
Show all 70

New Positions

  • DFAU$107.7K
  • DFAI$63.5K
  • DFAS$63.3K
  • DFIS$41.9K
  • B$40.8K
Show all 35

Exited Positions

  • LH$707.5K
  • SCHD$27.1K
  • PONY$14.5K
  • DLR$12.1K
  • MO$12.0K
Show all 14
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPSB SPSB 78464A474 $19.1M 8.43% 634,547 SH
2 SPYG SPYG 78464A409 $18.1M 8.00% 184,888 SH
3 SPYV SPYV 78464A508 $18.1M 7.99% 319,526 SH
4 SPDW SPDW 78463X889 $12.8M 5.64% 279,765 SH
5 SCHM SCHM 808524508 $12.4M 5.49% 401,484 SH
6 SPHY SPHY 78468R606 $11.5M 5.06% 491,188 SH
7 SRLN SRLN 78467V608 $11.1M 4.89% 275,617 SH
8 VGSH VGSH 92206C102 $10.6M 4.69% 181,415 SH
9 XLK XLK 81369Y803 $8.2M 3.63% 61,800 SH
10 SCHA SCHA 808524607 $7.9M 3.50% 272,656 SH
11 SPEM SPEM 78463X509 $4.8M 2.13% 102,720 SH
12 SCHP SCHP 808524870 $4.8M 2.11% 179,494 SH
13 SPMB SPMB 78464A383 $4.7M 2.08% 210,420 SH
14 XLF XLF 81369Y605 $4.6M 2.04% 93,416 SH
15 VCLT VCLT 92206C813 $4.3M 1.90% 57,538 SH
16 ICVT ICVT 46435G102 $4.2M 1.86% 41,393 SH
17 VSS VSS 922042718 $3.6M 1.59% 24,741 SH
18 SPTL SPTL 78464A664 $3.3M 1.45% 124,777 SH
19 GLDM GLDM 98149E303 $3.2M 1.41% 34,537 SH
20 VWOB VWOB 921946885 $3.1M 1.38% 47,679 SH
21 XLRE XLRE 81369Y860 $3.0M 1.33% 73,934 SH
22 XLI XLI 81369Y704 $3.0M 1.31% 18,257 SH
23 XLV XLV 81369Y209 $2.9M 1.26% 19,445 SH
24 MLPX MLPX 37954Y293 $2.7M 1.20% 36,848 SH
25 SJNK SJNK 78468R408 $2.5M 1.10% 99,748 SH
26 FPE FPE 33739E108 $2.5M 1.08% 138,244 SH
27 FLRN FLRN 78468R200 $2.3M 1.02% 75,124 SH
28 VCIT VCIT 92206C870 $2.3M 1.01% 27,622 SH
29 XLY XLY 81369Y407 $2.2M 0.98% 20,335 SH
30 XLP XLP 81369Y308 $2.0M 0.89% 24,607 SH
31 XLC XLC 81369Y852 $1.9M 0.84% 17,220 SH
32 XLU XLU 81369Y886 $1.5M 0.65% 31,888 SH
33 MSFT MSFT 594918104 $1.4M 0.61% 3,722 SH
34 JPST JPST 46641Q837 $1.3M 0.58% 26,134 SH
35 AAPL AAPL 037833100 $1.3M 0.57% 5,050 SH
36 XLB XLB 81369Y100 $1.2M 0.51% 23,066 SH
37 DUK DUK 26441C204 $1.1M 0.50% 8,691 SH
38 SCHR SCHR 808524854 $1.0M 0.46% 41,482 SH
39 NVDA NVDA 67066G104 $925.4K 0.41% 5,306 SH
40 LLY LLY 532457108 $908.7K 0.40% 988 SH
41 XLE XLE 81369Y506 $862.8K 0.38% 14,084 SH
42 HD HD 437076102 $839.3K 0.37% 2,552 SH
43 VTIP VTIP 922020805 $794.2K 0.35% 15,900 SH
44 PGHY PDBC 46138E669 $639.7K 0.28% 32,955 SH
45 QQQ QQQ 73935A104 $560.5K 0.25% 971 SH
46 CW CW 231561101 $553.8K 0.24% 813 SH
47 AMZN AMZN 023135106 $456.7K 0.20% 2,193 SH
48 VUG VUG 922908736 $425.9K 0.19% 975 SH
49 VOE VOE 922908512 $383.7K 0.17% 2,082 SH
50 LOW LOW 548661107 $377.8K 0.17% 1,599 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $226.2M 425 0001674020-26-000002
2025-12-31 2026-01-12 $219.8M 404 0001674020-26-000001