Horizon Investment Services, LLC — 13F holdings

Horizon Investment Services, LLC reported 143 holdings worth $360M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. LRCX LAM RESEARCH CORP — $23.2M (6.4%)
2. NVDA NVIDIA CORPORATION — $21.9M (6.1%)
3. MU MICRON TECHNOLOGY INC — $16.8M (4.7%)
4. GOOGL ALPHABET INC — $15.9M (4.4%)
5. VCSH VANGUARD SCOTTSDALE FDS — $14.6M (4.1%)
6. AVGO BROADCOM INC — $11.1M (3.1%)
7. FIX COMFORT SYS USA INC — $9.78M (2.7%)
8. AAPL APPLE INC — $8.44M (2.3%)
9. AMAT APPLIED MATLS INC — $8.23M (2.3%)
10. KLAC KLA CORP — $7.81M (2.2%)