Horizon Investment Services, LLC: 13F holdings
CIK 14269402026Q2
| Positions | 143 |
|---|---|
| Reported value | $359.5m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 53,449 | $23.2m | 6.4% |
| NVDA NVIDIA CORPORATION | 109,657 | $21.9m | 6.1% |
| MU MICRON TECHNOLOGY INC | 14,583 | $16.8m | 4.7% |
| GOOGL ALPHABET INC | 44,570 | $15.9m | 4.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 184,930 | $14.6m | 4.1% |
| AVGO BROADCOM INC | 29,394 | $11.1m | 3.1% |
| FIX COMFORT SYS USA INC | 4,936 | $9.8m | 2.7% |
| AAPL APPLE INC | 29,182 | $8.4m | 2.3% |
| AMAT APPLIED MATLS INC | 11,383 | $8.2m | 2.3% |
| KLAC KLA CORP | 25,896 | $7.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426940")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.