Long-term investor

Horizon Advisory Services, Inc. @horizonadvisoryservicesi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799006).

Record

  • Tracked since 2025-06-30 (446 days), 56 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +14.6% · all +14.6%
  • Max drawdown n/a · win rate 64% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 33738R597 · 21.3% · long · since 2025-06-30
  • 33738R506 · 17.9% · long · since 2025-06-30
  • 46641Q332 · 15.3% · long · since 2025-06-30
  • 41151J505 · 14.4% · long · since 2025-06-30
  • 46436E858 · 8.6% · long · since 2025-12-31
  • 46436E833 · 8.6% · long · since 2025-06-30
  • 46434G103 · 6.1% · long · since 2026-06-30
  • NBTB · 0.7% · long · since 2025-06-30
  • 33741X102 · 0.5% · long · since 2025-06-30
  • QXO · 0.5% · long · since 2025-06-30
  • 47103U209 · 0.3% · long · since 2025-06-30
  • 464287465 · 0.3% · long · since 2025-06-30

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