Horizon-Investment-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PLMR",
  "STRL",
  "FNDA",
  "ABBV",
  "MWA",
  null,
  "GOOGL",
  "ATGE",
  "AXP",
  "AVGO",
  "APP",
  "DUK",
  "PRIM",
  "POWL",
  "EOG",
  null,
  "ARIS",
  "HD",
  "MCD",
  "QCOM",
  "AMAT",
  "BKNG",
  "META",
  null,
  null,
  "SR",
  "MA",
  "MSFT",
  "TMUS",
  "EVRG",
  "NTRS",
  "NI",
  "HIG",
  "IJR",
  "IWD",
  null,
  "IWF",
  "PEP",
  "PGR",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "BP",
  "TMO",
  "VO",
  "JBL",
  null,
  "NJR",
  "EME",
  "NXT",
  "GMED",
  "RMD",
  "VYM",
  "NFG",
  "UGI",
  "ATO",
  "AEE",
  "FI",
  "WEC",
  null,
  "ESQ",
  "DORM",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "ACIW",
  "VUG",
  "VEA",
  "MGK",
  null,
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VTV",
  "V",
  "WMT",
  "XEL",
  "SCHD",
  "HALO",
  "LNTH",
  "DGRO",
  "GWW",
  "NRG",
  "ADP",
  "CPRX",
  "CB",
  "FIX",
  "CMCSA",
  "COST",
  "DOCU",
  "EFA",
  "IWB",
  "NEE",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 110
Total Value: 205868855
Accession Number: 0001085146-25-002606
Form Type: 13F-HR
CIK: horizon-investment-services
Manager Name: Horizon-Investment-Services

Data Enrichment

89% identified

98 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $205.9M total value

110 positions • $205.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C714

Shares:17.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$205.9M)

Palomar Holdings, Inc.

Shares:9.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$205.9M)

46138E339

Shares:13.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.9M)

31609A206

Shares:41.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.9M)

CATALYST PHARMACEUTICALS, INC.

Shares:50.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.9M)

Primoris Services Corp

Shares:20.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.9M)

ELI LILLY & Co

Shares:1.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$205.9M)

921932844

Shares:12.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$205.9M)

THERMO FISHER SCIENTIFIC INC.

Shares:2.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$205.9M)

GLOBUS MEDICAL INC

Shares:14.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$205.9M)

EOG RESOURCES INC

Shares:7.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$205.9M)

POWELL INDUSTRIES INC

Shares:5.9K

Value:$999.7K

% of Portfolio:0.5% ($999.7K/$205.9M)

921937835

Shares:13.0K

Value:$952.0K

% of Portfolio:0.5% ($952.0K/$205.9M)

HALOZYME THERAPEUTICS, INC.

Shares:14.5K

Value:$923.1K

% of Portfolio:0.4% ($923.1K/$205.9M)

464288638

Shares:16.9K

Value:$889.8K

% of Portfolio:0.4% ($889.8K/$205.9M)

922908736

Shares:2.4K

Value:$871.6K

% of Portfolio:0.4% ($871.6K/$205.9M)

921943858

Shares:15.7K

Value:$799.4K

% of Portfolio:0.4% ($799.4K/$205.9M)

46434V621

Shares:12.4K

Value:$764.2K

% of Portfolio:0.4% ($764.2K/$205.9M)

922908744

Shares:4.4K

Value:$760.0K

% of Portfolio:0.4% ($760.0K/$205.9M)

Tesla, Inc.

Shares:2.9K

Value:$745.3K

% of Portfolio:0.4% ($745.3K/$205.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C714)✕	17.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$205.9M)	QoQ +1.58% (+$21.9K) YoY +4.95% (+$66.1K)
Palomar Holdings, Inc.(PLMRcusip69753M105)	9.8K	QoQ +22.48% (+1.8K) YoY NEW(+9.8K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$205.9M)	QoQ +59.01% (+$500.2K) YoY NEW(+$1.3M)
(cusip46138E339)✕	13.5K	QoQ +1.07% (-143) YoY NEW(+13.5K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.9M)	QoQ -1.56% (-$19.8K) YoY NEW(+$1.2M)
(cusip31609A206)✕	41.4K	QoQ +74.44% (+17.7K) YoY NEW(+41.4K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.9M)	QoQ +58.96% (+$452.8K) YoY NEW(+$1.2M)
CATALYST PHARMACEUTICALS, INC.(CPRXcusip14888U101)	50.0K	QoQ +26.49% (+10.5K) YoY NEW(+50.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.9M)	QoQ +46.97% (+$387.5K) YoY NEW(+$1.2M)
Primoris Services Corp(PRIMcusip74164F103)	20.7K	QoQ +16.54% (-2.9K) YoY +170.96% (+13.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.9M)	QoQ -12.42% (-$168.6K) YoY +265.43% (+$863.3K)
ELI LILLY & Co(LLYcusip532457108)	1.4K	QoQ -0.62% (-9) YoY -21.84% (-401)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$205.9M)	QoQ +6.31% (-$70.4K) YoY -17.02% (-$243.1K)
(cusip921932844)✕	12.0K	QoQ +45.63% (+3.8K) YoY +44.33% (+3.7K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$205.9M)	QoQ +40.27% (+$317.0K) YoY +46.31% (+$349.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.1K	QoQ -8.83% (-206) YoY -23.93% (-669)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$205.9M)	QoQ -12.79% (-$155.3K) YoY -34.87% (-$566.6K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$205.9M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
EOG RESOURCES INC(EOGcusip26875P101)	7.9K	QoQ -7.60% (-652) YoY -61.83% (-12.8K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$205.9M)	QoQ -3.34% (-$35.1K) YoY -61.71% (-$1.6M)
POWELL INDUSTRIES INC(POWLcusip739128106)	5.9K	QoQ -19.71% (-1.4K) YoY +48.24% (+1.9K)	All Managers (Combined)	$999.7K	0.5% ($999.7K/$205.9M)	QoQ -38.30% (-$620.6K) YoY +77.44% (+$436.3K)
(BNDcusip921937835)	13.0K	QoQ -7.30% (-1.0K) YoY -5.62% (-772)	All Managers (Combined)	$952.0K	0.5% ($952.0K/$205.9M)	QoQ -5.32% (-$53.5K) YoY -4.55% (-$45.4K)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	14.5K	QoQ +203.97% (+9.7K) YoY NEW(+14.5K)	All Managers (Combined)	$923.1K	0.4% ($923.1K/$205.9M)	QoQ +305.69% (+$695.5K) YoY NEW(+$923.1K)
(cusip464288638)✕	16.9K	QoQ -0.06% (-11) YoY +14.89% (+2.2K)	All Managers (Combined)	$889.8K	0.4% ($889.8K/$205.9M)	QoQ +1.89% (-$16.5K) YoY +16.94% (+$129.0K)
(VUGcusip922908736)	2.4K	QoQ -2.57% (-62) YoY +16.97% (+341)	All Managers (Combined)	$871.6K	0.4% ($871.6K/$205.9M)	QoQ -11.95% (-$118.4K) YoY +25.98% (+$179.8K)
(VEAcusip921943858)	15.7K	QoQ -56.80% (-20.7K) YoY -72.22% (-40.9K)	All Managers (Combined)	$799.4K	0.4% ($799.4K/$205.9M)	QoQ -54.08% (-$941.5K) YoY -71.85% (-$2.0M)
(DGROcusip46434V621)	12.4K	QoQ -12.60% (-1.8K) YoY -63.53% (-21.6K)	All Managers (Combined)	$764.2K	0.4% ($764.2K/$205.9M)	QoQ -11.97% (-$104.0K) YoY -61.20% (-$1.2M)
(VTVcusip922908744)	4.4K	QoQ -3.91% (-179) YoY +1.75% (+76)	All Managers (Combined)	$760.0K	0.4% ($760.0K/$205.9M)	QoQ -1.96% (-$15.2K) YoY +7.92% (+$55.8K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ -3.74% (-112) YoY -6.89% (-213)	All Managers (Combined)	$745.3K	0.4% ($745.3K/$205.9M)	QoQ -38.23% (-$461.3K) YoY +37.26% (-$202.3K)