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Home > Institutional Investor > Horizon Financial Services, Llc > Profile

Instuitional Investor - Horizon Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Horizon Financial Services, Llc
Portfolio Value $260,772,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 184,133 $21,909,928 8.4%
2.
Spdr Series Trust
 KRE 332,489 $20,212,026 7.75%
3.
Spdr Series Trust
 KRE 661,777 $19,859,937 7.62%
4.
Schwab Strategic Trust
 SCHD 405,444 $14,948,722 5.73%
5.
Spdw - ETF
 282,447 $14,232,512 5.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.