Horizon Advisory Services, Inc. has filed its latest 13F-HR report for the quarter ending September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio allocations. With a total reported value of $264,381,658, the firm continues to manage a diverse range of assets.
Company Background
Horizon Advisory Services, Inc., incorporated in New York, operates under the CIK number 0001799006. The firm specializes in investment management, focusing on various asset classes. Recent filings include multiple 13F-HR reports, with the latest submission dated October 29, 2026. The firm has consistently reported its holdings, showcasing its commitment to transparency and regulatory compliance.
What the Filing Says
The latest filing, accession number 0001799006-26-000004, details the firm's holdings as of September 30, 2026. The report indicates that Horizon Advisory Services has a total of 51 different positions in its portfolio. Notable investments include:
"The total value of reported assets is $264,381,658."
Some of the significant holdings include shares in major companies such as Apple Inc., Amazon.com Inc., and Microsoft Corp. This diverse portfolio reflects the firm's strategy to invest in both growth and value sectors.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the investment management industry. By disclosing its holdings, Horizon Advisory Services provides valuable information that can influence market perceptions and investment strategies among peers.
What's Next
The filing does not specify what happens next for Horizon Advisory Services. However, continued monitoring of their quarterly reports will provide further insights into their investment strategies and market positioning.
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