13F Filings History of Horizon Advisory Services, Inc.

Latest 13F report: Q4 2025 - 29 Jan 2026
Value $: $197,630,475
Signature - Title: Michael Congdon - CEO, CCO
Location: West Henrietta, NY
Summary: This page shows a list of all the recent 13F filings made by Horizon Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Horizon Advisory Services, Inc. reported 49 stock holdings with total value $197,630,475 as of Q4 2025. Top holdings included FTCE, RDVY, HGER, JEPI, and IBTI.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	49	$197,630,475	+$28,974,887	-$27,773,631	+$1,201,256	FTCE, RDVY, HGER, JEPI, IBTI	13F-HR	29 Jan 2026, 14:25
Q3 2025	45	$195,438,639	+$1,609,393	-$2,511,637	-$902,244	FTCE, RDVY, HGER, JEPI, IBTI	13F-HR	15 Oct 2025, 15:45
Q2 2025	46	$186,149,696	+$2,561,392	-$728,928	+$1,832,464	FTCE, RDVY, HGER, JEPI, IBTI	13F-HR	23 Jul 2025, 15:31
Q1 2025	46	$176,717,907	+$1,356,370	-$872,463	+$483,907	FTCE, RDVY, HGER, JEPI, IBTI	13F-HR	01 May 2025, 09:44
Q4 2024	46	$174,708,963	+$95,639,465	-$139,761,363	-$44,121,898	FTCE, RDVY, JEPI, HGER, IBTF	13F-HR	04 Feb 2025, 14:53
Q3 2024	43	$219,292,130	+$2,005,835	-$2,005,700	+$135	JEPI, SDVY, RDVY, JQUA, INNO	13F-HR	12 Nov 2024, 11:30
Q2 2024	45	$208,931,516	+$2,138,849	-$2,851,756	-$712,907	JEPI, SDVY, RDVY, JQUA, INNO	13F-HR	15 Aug 2024, 08:51
Q1 2024	46	$214,736,499	$0	$0	$0	SDVY, JEPI, RDVY, JQUA, INNO	13F-HR	29 Apr 2024, 15:40