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Horizon Investment Services, LLC
RIA/Wealth
Horizon Investment Services, LLC is a RIA/Wealth based in Lake Forest, IL led by Charles Brian Carlson, reporting $316.0M in AUM as of Q3 2025 with 30% Technology concentration.
CEOCharles Brian Carlson
- Portfolio Value
- $264.9M
- Positions
- 133
- Top Holding
- NVDA at 7.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Horizon Investment Services, LLC's portfolio (41.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $21.0M | 7.91% | -$566.8K Sold | 0.00% 112.3K shares | |
ETF ETF | $14.3M | 5.41% | +$3.6M Bought | — 179.4K shares | |
Software - Application Technology | $13.0M | 4.90% | -$290.3K Sold | 0.01% 18.1K shares | |
Internet Content & Information Communication Services | $11.7M | 4.41% | +$209.1K Bought | 0.00% 48.1K shares | |
Software - Infrastructure Technology | $10.5M | 3.98% | +$167.8K Bought | 0.00% 20.3K shares | |
Semiconductors Technology | $10.5M | 3.97% | +$201.6K Bought | 0.00% 31.9K shares | |
ETF ETF | $8.5M | 3.21% | +$528.7K Bought | — 355.3K shares | |
Consumer Electronics Technology | $7.9M | 2.99% | +$141.1K Bought | 0.00% 31.1K shares | |
Internet Content & Information Communication Services | $6.6M | 2.50% | +$110.9K Bought | 0.00% 9.0K shares | |
Financial - Credit Services Financial Services | $5.7M | 2.16% | +$129.7K Bought | 0.00% 16.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Horizon Investment Services, LLC's latest filing
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Market Value
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Horizon Investment Services, LLC
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