HORIZON FINANCIAL SERVICES, LLC - Portfolio overview

HORIZON FINANCIAL SERVICES, LLC has 409 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPSB - SPSB, 8.35%
2. SPYG - SPYG, 7.92%
3. SPYV - SPYV, 7.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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