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Horizon Investment Services, LLC
Horizon Investment Services, LLC is a registered investment adviser founded in 1997 and headquartered in Hammond, Indiana, just outside Chicago. The firm provides subadvisory services for mutual funds, manages separately managed accounts (SMAs), and consults for major index providers. Horizon emphasizes quantitative research and employs a team that includes multiple CFA charterholders and MBAs. It serves a diverse range of U.S. investors, offering equity, income, balanced, and ETF portfolio management, and is known for its proprietary Quadrix® quantitative stock-rating system.
Investment Strategy
Horizon Investment Services utilizes a range of quantitative investment strategies, including dividend, emerging market, and total index approaches. The firm leverages its proprietary Quadrix® quantitative stock-rating system for equity selection and risk assessment. It offers tailored portfolio strategies—equity, mutual fund, income, balanced, and ETF models—focusing on aligning investments with client-specific financial objectives and risk profiles. As a fiduciary, Horizon prioritizes clients' interests and provides portfolio consulting to large investment firms, including the Unit Investment Trust (UIT) space.
Latest 13F Filing Activity
Horizon Investment Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 122 equity positions with a total 13F market value of $228M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Paycom Software Inc. among other positions. Horizon Investment Services, LLC reduced exposure to Fiserv Inc., Docusign Inc., Mueller WTR Prods Inc. among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.98% | $18.2M | 115,356 | $24.30 | $157.99 | +$5.8M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.67% | $10.7M | 134,020 | $79.51 | $79.50 | +$308.6K |
M MSFT | MICROSOFT CORP | 4.36% | $10.0M | 20,011 | $121.37 | $497.41 | +$2.3M |
A AVGO | BROADCOM INC | 3.77% | $8.6M | 31,251 | $88.23 | $275.65 | +$3.1M |
| ALPHABET INC | 3.65% | $8.3M | 47,239 | $57.87 | $176.23 | +$822.5K |
Industry Allocation
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