Horizon Investment Services, LLC Reduced Holdings in Q2 2025

Horizon Investment Services, LLC

  • $226 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIW
Aci Worldwide, Inc.

Technology
-20.9K
- 77.66%
$44.59 - $57.17 $934K - $1.2M
6.03K $276K
TMUS
T Mobile Us, Inc.

Communication Services
-1.68K
- 10.97%
$220.99 - $268.54 $372K - $452K
13.7K $3.26M
AAPL
Apple Inc.

Technology
-1.3K
- 4.1%
$172.42 - $223.89 $225K - $292K
30.5K $6.26M
UNH
Unitedhealth Group Inc

Healthcare
-148
- 4.21%
$274.35 - $599.47 $40.6K - $88.7K
3.37K $1.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.22K
- 57.43%
$390.26 - $489.06 $477K - $597K
905 $366K
CB
Chubb LTD

Financial Services
-1.24K
- 6.26%
$274.32 - $302.46 $339K - $374K
18.5K $5.36M
PGR
Progressive Corp

Financial Services
-1.05K
- 5.65%
$255.27 - $288.74 $269K - $304K
17.6K $4.69M
QCOM
Qualcomm Inc

Technology
-2.35K
- 9.57%
$124.66 - $159.48 $292K - $374K
22.2K $3.53M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-15.1K
- 4.32%
$22.4 - $23.8 $337K - $358K
333K $7.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.8K
- 34.81%
$24.32 - $27.87 $165K - $189K
12.7K $337K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.14K
- 5.27%
$44.68 - $45.96 $185K - $190K
74.4K $3.4M
PLMR
Palomar Holdings, Inc.

Financial Services
-2.13K
- 21.66%
$129.99 - $175.67 $277K - $374K
7.7K $1.19M
V
Visa Inc.

Financial Services
-622
- 3.65%
$308.27 - $373.31 $192K - $232K
16.4K $5.83M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.96K
- 15.81%
$55.22 - $63.94 $108K - $125K
10.4K $665K
FNDA
Schwab Fundamental U S Small C

ETFs
-3.59K
- 31.88%
$23.85 - $28.69 $85.7K - $103K
7.67K $219K
MGV
Vanguard Mega Cap Value

ETFs
-969
- 5.93%
$114.87 - $131.25 $111K - $127K
15.4K $2.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.21K
- 9.37%
$72.02 - $73.82 $87.4K - $89.6K
11.7K $864K
LLY
Eli Lilly & CO

Healthcare
-17
- 1.18%
$713.71 - $898.95 $12.1K - $15.3K
1.42K $1.11M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.28K
- 7.53%
$51.1 - $53.29 $65.2K - $67.9K
15.7K $834K
XOM
Exxon Mobil Corp

Energy
-15
- 0.33%
$99.93 - $119.04 $1.5K - $1.79K
4.56K $491K
CMCSA
Comcast Corp

Communication Services
-1.02K
- 9.93%
$32.84 - $36.72 $33.6K - $37.6K
9.28K $331K
PEP
Pepsico Inc

Consumer Defensive
-109
- 6.39%
$128.02 - $151.37 $14K - $16.5K
1.6K $210K
SR
Spire Inc

Utilities
-302
- 8.36%
$71.03 - $79.07 $21.5K - $23.9K
3.31K $241K
NJR
New Jersey Resources Corp

Utilities
-293
- 4.82%
$44.23 - $49.97 $13K - $14.6K
5.78K $259K
ABBV
Abb Vie Inc.

Healthcare
-49
- 3.98%
$170.16 - $206.27 $8.34K - $10.1K
1.18K $219K
VTI
Vanguard Total Stock Market Et

ETFs
-307
- 15.75%
$243.75 - $303.93 $74.8K - $93.3K
1.64K $499K
DORM
Dorman Products, Inc.

Consumer Cyclical
-340
- 12.45%
$108.29 - $132.03 $36.8K - $44.9K
2.39K $293K
XEL
Xcel Energy Inc

Utilities
-262
- 5.71%
$65.65 - $72.39 $17.2K - $19K
4.32K $294K
NI
Nisource Inc.

Utilities
-741
- 6.41%
$37.11 - $40.64 $27.5K - $30.1K
10.8K $436K
ATO
Atmos Energy Corp

Utilities
-130
- 4.48%
$145.06 - $162.66 $18.9K - $21.1K
2.78K $427K
NEE
Nextera Energy Inc

Utilities
-90
- 1.27%
$64.11 - $75.0 $5.77K - $6.75K
7K $486K
MA
Mastercard Inc

Financial Services
-30
- 7.16%
$479.92 - $590.74 $14.4K - $17.7K
389 $218K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-537
- 4.48%
$79.85 - $95.57 $42.9K - $51.3K
11.5K $1.09M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 3.69%
$335.24 - $380.78 $7.38K - $8.38K
574 $210K
VTV
Vanguard Value ETF

ETFs
-141
- 3.21%
$153.67 - $176.74 $21.7K - $24.9K
4.26K $752K
GWW
W.W. Grainger, Inc.

Industrials
-40
- 5.63%
$919.93 - $1101.66 $36.8K - $44.1K
671 $698K
Fidelity Covington Trust
-974
- 2.35%
N/A
40.4K $0
Nextracker Inc
-158
- 2.51%
N/A
6.15K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-25
- 0.65%
$51.68 - $52.76 $1.29K - $1.32K
3.85K $202K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-821
- 20.02%
$97.32 - $136.25 $79.9K - $112K
3.28K $417K
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.74%
$162.76 - $195.77 $1.79K - $2.15K
1.48K $289K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-60
- 1.05%
$114.78 - $133.31 $6.89K - $8K
5.67K $756K
WMT
Walmart Inc.

Consumer Defensive
-28
- 0.75%
$81.79 - $99.98 $2.29K - $2.8K
3.71K $362K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.33K
- 4.36%
$19.1 - $23.83 $25.4K - $31.6K
29.2K $694K
PRIM
Primoris Services Corp

Industrials
-4.81K
- 23.22%
$52.66 - $80.05 $253K - $385K
15.9K $1.24M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.64K
- 7.73%
$63.36 - $80.23 $104K - $132K
19.6K $1.57M
PM
Philip Morris International Inc.

Consumer Defensive
-66
- 1.82%
$149.23 - $184.95 $9.85K - $12.2K
3.56K $647K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-603
- 3.0%
$30.25 - $38.85 $18.2K - $23.4K
19.5K $756K
AXP
American Express CO

Financial Services
-2.07K
- 13.74%
$231.39 - $318.98 $480K - $661K
13K $4.15M
Activity Summary
Buys All Purchases 41 New Holdings 20 Increased Positions 21 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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