Horizon Advisory Services Inc.: Portfolio Activity Analysis for Q2 Ending June 30, 2026
This report details observable purchases and sales by Horizon Advisory Services Inc. in their portfolio during the quarter ending June 30, 2026.
Horizon Advisory Services, Inc., a financial institution focused on investment management, saw activity within its portfolio as of June 30, 2026. The analysis highlights specific changes in holdings based on the disclosed data.
The investor demonstrated a significant focus on increasing exposure to Exchange-Traded Funds (ETFs) during this period. Holdings like HARBOR ETF TRUST (HGER), which experienced a 19.28% increase in its shareholding percentage, and two First Trust exchange-traded funds (RDVY, FPEI) showed substantial growth. Notably, the holding in ISHARES INC (IEMG) increased by 176,137 shares, representing a full 100% increase from the previous period.
Conversely, Horizon Advisory Services Inc. slightly reduced its position in FIRST TR EXCHANGE TRADED FD (RDVY), which accounts for approximately 17.89% of the portfolio as of June 30, 2026. This reduction was a decrease of just under 2.56%. There were also minor reductions observed in holdings like APA CORPORATION (APA) and HORMEL FOODS CORP (HRL).
The portfolio also saw the addition of several small-cap stocks, including QXO INC (QXO) and GOOG (ALPHABET INC). These additions contributed minimally to the overall allocation but represent new positions initiated by the investor. Similarly, there were increases in holdings of smaller companies like IGERTech ETF TRUST (IGLD) and JEFFUSON INC (JEPI), although their impact on portfolio percentage was less pronounced than the major ETF purchases.
Horizon's buying activity appears concentrated, with significant increases in holdings like HGER, IEMG, RDVY, IGLD, and JEPI. The investor did not engage in any large-scale selling activities during this quarter, as indicated by no significant sell symbols being listed. However, the slight decrease in RDVY suggests some fine-tuning of positions.
Overall, Horizon Advisory Services Inc.'s portfolio changes reflect a strategy focused on ETF holdings and selective small-cap stock investments or additions, while also showing minor adjustments to existing positions during the quarter ending June 30, 2026. For more detailed information about their investment activities, please refer to the official filing.