$113 Million is the total value of Horizon Investment Services, LLC's 91 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AEE | AMEREN CORP | $1,153,000 | -5.2% | 15,832 | 0.0% | 1.02% | +27.7% | |
| BP | BP PLCsponsored adr | $538,000 | -35.4% | 22,071 | 0.0% | 0.48% | -13.1% | |
| MCD | MCDONALDS CORP | $312,000 | -16.1% | 1,885 | 0.0% | 0.28% | +13.1% | |
| HYG | ISHARES TRiboxx hi yd etf | $209,000 | -12.6% | 2,717 | 0.0% | 0.19% | +17.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.6% |
| COMCAST CORP NEW | 42 | Q3 2023 | 3.7% |
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 1.1% |
| ISHARES TR | 42 | Q3 2023 | 1.9% |
| ISHARES TR | 42 | Q3 2023 | 1.2% |
| NEXTERA ENERGY INC | 40 | Q3 2023 | 1.2% |
| JOHNSON & JOHNSON | 40 | Q2 2023 | 0.3% |
| VANGUARD SCOTTSDALE FDS | 39 | Q3 2023 | 9.3% |
| VANGUARD WORLD FD | 39 | Q3 2023 | 1.6% |
| ISHARES TR | 39 | Q3 2023 | 1.7% |
View Horizon Investment Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
View Horizon Investment Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.