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| Horizon Investment Services LLC
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| |
|---|---|
| CRD # | 110642 |
| SEC # | 801-63047 |
| CIK # | 0001426940, 0001674020 |
| AUM | $258.3 MM (2024-03-26) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 219-852-3215 |
| Address | 7412 Calumet Ave Hammond, IN 46324-2692 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001426940 0001674020 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 11.7 | |
| Microsoft Corp | 1,918,222.4 | 9.8 | |
| Lam Research Corp | 60,793.2 | 9.3 | |
| Applied Materials Inc /DE | 82,662.4 | 9.0 | |
| Alphabet Inc | 1,475,138.5 | 8.4 | |
| Apple Inc | 2,382,844.0 | 6.8 | |
| Broadcom Inc | 201,282.9 | 5.9 | |
| Denali Holding Inc | 36,192.0 | 4.9 | |
| Ace Ltd | 82,373.7 | 4.8 | |
| Qualcomm Inc/DE | 147,392.0 | 4.6 | |
| Facebook Inc | 434,852.0 | 4.2 | |
| VISA Inc | 419,260.5 | 4.1 | |
| Parker Hannifin Corp | 32,093.0 | 4.0 | |
| NetApp Inc | 14,518.9 | 3.5 | |
| Hartford Financial Services Group Inc/DE | 21,527.5 | 3.3 | |
| Fiserv Inc | 3.3 | ||
| Emcor Group Inc | 5,301.9 | 2.9 | |
| Synnex Corp | 8,926.1 | 2.7 | |
| Vertex Pharmaceuticals Inc / Ma | 70,632.1 | 2.7 | |
| Gardner Denver Holdings Inc | 17,377.9 | 2.7 | |
| Sterling Construction Co Inc | 677.0 | 2.6 | |
| Paccar Inc | 28,930.7 | 2.5 | |
| Cigna Corp | 84,461.4 | 2.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 108.6 |
| (b) Individuals (high net worth individuals) | 36 | 90.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 26 | 6.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 224.0 |
| By Discretionary | ||
| Discretionary | 549 | 224.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 224.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.0 | |
| Total | 549 | 224.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426940] | |
| 13F-HR | [0001674020] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Resolute Wealth Strategies LLC
✚
|
MS | 0.3 |
|
MBA Advisors LLC
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|
PA | 0.3 |
|
New Insight Wealth Advisors
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CA | 0.3 |
|
Winans International
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NV | 0.3 |
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Cambridge Financial Group Inc
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OH | 0.3 |
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Beacon Investment Advisors LLC
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MD | 0.3 |
|
Gen-Wealth Partners Inc
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MI | 0.3 |
|
Banker Investment Group Inc
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IN | 0.3 |
|
Optimum Financial Services LLC
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MS | 0.3 |
|
Divergent Planning LLC
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|
MD | 0.3 |