0001085146-24-005513.txt : 20241112 0001085146-24-005513.hdr.sgml : 20241112 20241112100126 ACCESSION NUMBER: 0001085146-24-005513 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241112 DATE AS OF CHANGE: 20241112 EFFECTIVENESS DATE: 20241112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Horizon Investment Services, LLC CENTRAL INDEX KEY: 0001426940 ORGANIZATION NAME: IRS NUMBER: 352032883 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12835 FILM NUMBER: 241444607 BUSINESS ADDRESS: STREET 1: 7412 CALUMET AVENUE CITY: HAMMOND STATE: IN ZIP: 46324 BUSINESS PHONE: 219 852-3215 MAIL ADDRESS: STREET 1: 7412 CALUMET AVENUE CITY: HAMMOND STATE: IN ZIP: 46324 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001426940 XXXXXXXX 09-30-2024 09-30-2024 false Horizon Investment Services, LLC

7412 CALUMET AVENUE HAMMOND IN 46324

13F HOLDINGS REPORT 028-12835 N Thomas J. Hathoot 219-852-3215 /s/ Thomas J. Hathoot Hammond IN 11-12-2024 0 122 234011169 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 203997 1033 SH SOLE 954 0 79 ACI WORLDWIDE INC COM 004498101 1456249 28610 SH SOLE 22881 0 5729 ALPHABET INC CAP STK CL A 02079K305 7792612 46985 SH SOLE 36839 0 10146 ALPHABET INC CAP STK CL C 02079K107 1528961 9145 SH SOLE 6786 0 2359 AMAZON COM INC COM 023135106 3880322 20825 SH SOLE 15114 0 5711 AMEREN CORP COM 023608102 1384667 15832 SH SOLE 15832 0 0 AMERICAN EXPRESS CO COM 025816109 3947845 14556 SH SOLE 10671 0 3885 APPLE INC COM 037833100 7583828 32548 SH SOLE 25575 0 6973 APPLIED MATLS INC COM 038222105 7721724 38216 SH SOLE 28922 0 9294 APPLOVIN CORP COM CL A 03831W108 4209193 32242 SH SOLE 26033 0 6209 ARGAN INC COM 04010E109 923114 9101 SH SOLE 7470 0 1631 ATMOS ENERGY CORP COM 049560105 413064 2977 SH SOLE 2221 0 756 AUTOMATIC DATA PROCESSING IN COM 053015103 220000 795 SH SOLE 550 0 245 AVISTA CORP COM 05379B107 270719 6986 SH SOLE 4935 0 2051 BANK AMERICA CORP COM 060505104 2209573 55684 SH SOLE 39909 0 15774 BOOKING HOLDINGS INC COM 09857L108 2443202 580 SH SOLE 440 0 140 BP PLC SPONSORED ADR 055622104 672342 21419 SH SOLE 21419 0 0 BRADY CORP CL A 104674106 746300 9739 SH SOLE 7969 0 1770 BROADCOM INC COM 11135F101 6404159 37125 SH SOLE 27603 0 9521 CABOT CORP COM 127055101 767972 6871 SH SOLE 5712 0 1159 CATALYST PHARMACEUTICALS INC COM 14888U101 294224 14800 SH SOLE 13360 0 1440 CHUBB LIMITED COM H1467J104 5513969 19119 SH SOLE 14767 0 4352 CLEAR SECURE INC COM CL A 18467V109 337034 10170 SH SOLE 9110 0 1060 COMCAST CORP NEW CL A 20030N101 581306 13916 SH SOLE 10109 0 3807 COMFORT SYS USA INC COM 199908104 2684140 6876 SH SOLE 5326 0 1550 DELL TECHNOLOGIES INC CL C 24703L202 4408614 37190 SH SOLE 27738 0 9452 DORMAN PRODS INC COM 258278100 280538 2480 SH SOLE 2180 0 300 DUKE ENERGY CORP NEW COM NEW 26441C204 463489 4019 SH SOLE 296 0 3723 ELEVANCE HEALTH INC COM 036752103 2130575 4097 SH SOLE 2979 0 1117 ELI LILLY & CO COM 532457108 1626586 1836 SH SOLE 609 0 1227 EMCOR GROUP INC COM 29084Q100 3623034 8415 SH SOLE 6579 0 1836 ENTERGY CORP NEW COM 29364G103 291033 2211 SH SOLE 1554 0 656 EOG RES INC COM 26875P101 2090522 17005 SH SOLE 12898 0 4107 ESQUIRE FINL HLDGS INC COM 29667J101 1748777 26817 SH SOLE 19657 0 7159 EVERGY INC COM 30034W106 263199 4244 SH SOLE 2927 0 1317 EXXON MOBIL CORP COM 30231G102 386699 3298 SH SOLE 2836 0 462 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5039473 107819 SH SOLE 92965 0 14854 FISERV INC COM 337738108 4049670 22542 SH SOLE 17060 0 5482 GRAINGER W W INC COM 384802104 798845 769 SH SOLE 429 0 340 HALOZYME THERAPEUTICS INC COM 40637H109 1629394 28466 SH SOLE 24090 0 4376 HARTFORD FINL SVCS GROUP INC COM 416515104 4521553 38445 SH SOLE 29461 0 8983 ISHARES TR CORE DIV GRWTH 46434V621 2122925 33863 SH SOLE 31451 0 2412 ISHARES TR CORE S&P SCP ETF 464287804 486503 4159 SH SOLE 4159 0 0 ISHARES TR CORE S&P500 ETF 464287200 293360 508 SH SOLE 508 0 0 ISHARES TR INTERNATIONAL SL 46434V266 692148 19635 SH SOLE 17823 0 1811 ISHARES TR ISHS 1-5YR INVS 464288646 214432 4072 SH SOLE 1382 0 2690 ISHARES TR ISHS 5-10YR INVT 464288638 906256 16870 SH SOLE 15611 0 1259 ISHARES TR MRGSTR MD CP GRW 464288307 1619289 22191 SH SOLE 20894 0 1297 ISHARES TR MSCI EAFE ETF 464287465 302908 3622 SH SOLE 28 0 3594 ISHARES TR RUS 1000 ETF 464287622 3797128 12077 SH SOLE 11366 0 711 ISHARES TR RUS 1000 GRW ETF 464287614 503760 1342 SH SOLE 1342 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 370300 1951 SH SOLE 1951 0 0 ISHARES TR RUS MID CAP ETF 464287499 272617 3093 SH SOLE 3066 0 27 JPMORGAN CHASE & CO. COM 46625H100 265927 1261 SH SOLE 1261 0 0 LAM RESEARCH CORP COM 512807108 4756572 5828 SH SOLE 4471 0 1357 LANTHEUS HLDGS INC COM 516544103 394661 3596 SH SOLE 3098 0 498 LEIDOS HOLDINGS INC COM 525327102 2107386 12928 SH SOLE 9538 0 3390 MAYVILLE ENGR CO INC COM 578605107 237782 11280 SH SOLE 9945 0 1335 MCDONALDS CORP COM 580135101 234040 768 SH SOLE 525 0 242 MERCK & CO INC COM 58933Y105 205832 1812 SH SOLE 1427 0 385 META PLATFORMS INC CL A 30303M102 4853437 8478 SH SOLE 6368 0 2110 MICROSOFT CORP COM 594918104 9400902 21847 SH SOLE 17397 0 4450 MODINE MFG CO COM 607828100 305948 2304 SH SOLE 2094 0 210 NATIONAL FUEL GAS CO COM 636180101 384863 6349 SH SOLE 4742 0 1607 NETAPP INC COM 64110D104 3456276 27983 SH SOLE 20746 0 7237 NEXTERA ENERGY INC COM 65339F101 3109952 36791 SH SOLE 25957 0 10833 NISOURCE INC COM 65473P105 407256 11753 SH SOLE 8520 0 3232 NMI HLDGS INC COM 629209305 1214652 29489 SH SOLE 23813 0 5676 NOVO-NORDISK A S ADR 670100205 349470 2935 SH SOLE 2910 0 25 NRG ENERGY INC COM NEW 629377508 583780 6408 SH SOLE 4363 0 2044 NVIDIA CORPORATION COM 67066G104 11413538 93985 SH SOLE 76205 0 17780 ONEOK INC NEW COM 682680103 671057 7363 SH SOLE 5442 0 1921 PALOMAR HLDGS INC COM 69753M105 317144 3350 SH SOLE 2980 0 370 PARKER-HANNIFIN CORP COM 701094104 4631882 7331 SH SOLE 5434 0 1896 PEPSICO INC COM 713448108 281433 1655 SH SOLE 1375 0 280 PHILIP MORRIS INTL INC COM 718172109 454779 3746 SH SOLE 3112 0 634 PORTLAND GEN ELEC CO COM NEW 736508847 240275 5016 SH SOLE 3978 0 1038 POWELL INDS INC COM 739128106 1665604 7503 SH SOLE 6251 0 1252 PRICESMART INC COM 741511109 266963 2908 SH SOLE 2513 0 395 PRIMORIS SVCS CORP COM 74164F103 474804 8175 SH SOLE 7215 0 960 PROCTER AND GAMBLE CO COM 742718109 316591 1827 SH SOLE 1777 0 50 PROGRESSIVE CORP COM 743315103 3563937 14044 SH SOLE 11646 0 2398 QUALCOMM INC COM 747525103 4280619 25172 SH SOLE 19258 0 5914 QUANTA SVCS INC COM 74762E102 360165 1208 SH SOLE 1208 0 0 SCHLUMBERGER LTD COM STK 806857108 1259423 30022 SH SOLE 23274 0 6748 SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 1659686 27861 SH SOLE 25097 0 2764 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 716953 10778 SH SOLE 10348 0 430 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 661756 7828 SH SOLE 7330 0 498 SPDR S&P 500 ETF TR TR UNIT 78462F103 3202508 5581 SH SOLE 4626 0 955 SPDR SER TR PORTFLI HIGH YLD 78468R606 7688666 319695 SH SOLE 255781 0 63913 SPDR SER TR S&P 600 SMCP GRW 78464A201 351258 3772 SH SOLE 3064 0 707 SPIRE INC COM 84857L101 236361 3512 SH SOLE 2700 0 812 STERLING INFRASTRUCTURE INC COM 859241101 3126921 21562 SH SOLE 18311 0 3251 TESLA INC COM 88160R101 788291 3013 SH SOLE 2971 0 42 THE CIGNA GROUP COM 125523100 2445529 7059 SH SOLE 5428 0 1630 THERMO FISHER SCIENTIFIC INC COM 883556102 1638328 2648 SH SOLE 1983 0 665 TRANE TECHNOLOGIES PLC SHS G8994E103 204861 527 SH SOLE 527 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 1734414 4840 SH SOLE 4043 0 797 UNITEDHEALTH GROUP INC COM 91324P102 2462065 4210 SH SOLE 2986 0 1224 UNIVERSAL HLTH SVCS INC CL B 913903100 2268146 9904 SH SOLE 7642 0 2262 VANECK ETF TRUST PREFERRED SECURT 92189F429 217148 11892 SH SOLE 8392 0 3500 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 794111 8295 SH SOLE 7705 0 590 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1195908 15922 SH SOLE 15161 0 761 VANGUARD INDEX FDS GROWTH ETF 922908736 869474 2264 SH SOLE 1930 0 334 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 528276 3150 SH SOLE 2753 0 397 VANGUARD INDEX FDS SM CP VAL ETF 922908611 300768 1498 SH SOLE 116 0 1382 VANGUARD INDEX FDS SML CP GRW ETF 922908595 219243 820 SH SOLE 12 0 808 VANGUARD INDEX FDS TOTAL STK MKT 922908769 622008 2196 SH SOLE 2074 0 122 VANGUARD INDEX FDS VALUE ETF 922908744 770679 4414 SH SOLE 3770 0 644 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10759140 135471 SH SOLE 113261 0 22209 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1413027 16957 SH SOLE 0 0 16957 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3014845 57088 SH SOLE 53031 0 4057 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 709202 5532 SH SOLE 5532 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2156940 16814 SH SOLE 15884 0 930 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3698584 11488 SH SOLE 10861 0 627 VERTIV HOLDINGS CO COM CL A 92537N108 230319 2315 SH SOLE 1780 0 535 VICTORY CAP HLDGS INC COM CL A 92645B103 632377 11414 SH SOLE 9357 0 2057 VISA INC COM CL A 92826C839 4168148 15159 SH SOLE 11475 0 3684 WALMART INC COM 931142103 222143 2751 SH SOLE 1204 0 1547 WILLIAMS SONOMA INC COM 969904101 222155 1434 SH SOLE 1434 0 0 WINTRUST FINL CORP COM 97650W108 225634 2079 SH SOLE 1854 0 225 XCEL ENERGY INC COM 98389B100 264204 4046 SH SOLE 3197 0 849