Advertisement
Screener

Horizon Investment Services, LLC Last Quarter Change: Foreign Stocks, Unchanged

Horizon Investment Services, LLC quarter change: Foreign Stocks, Unchanged

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Horizon Investment Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was TSM (+$156,374); the largest decrease was BP (-$218,135).

  • BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 21,705; Shares 2026-06-30 21,705.
  • TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 1,120; Shares 2026-06-30 1,120.

Two Form 13F-HR filings compared (SEC CIK 1426940): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BP
BP PLC
SPONSORED ADR21,70521,7050$1,020,135$802,000-$218,135
TSM
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS1,1201,1200$378,504$534,878+$156,374

Similar Firms

Firm NameCountry13F ValueHoldings
Marnell Management LLCUnited States$0.288B72
Forza Wealth Management, LLCUnited States$0.287B188
LAZARI CAPITAL MANAGEMENT, INC.United States$0.287B175
PSquared Asset Management AGSwitzerland$0.287B15
ENCOMPASS WEALTH ADVISORS, LLCUnited States$0.287B100
TICINO WEALTHUnited States$0.288B138
WEALTH MANAGEMENT RESOURCES, INC.United States$0.287B28
WRAPMANAGER INCUnited States$0.288B135
Extract Advisors LLCUnited States$0.287B32
GoodHaven Capital Management, LLCUnited States$0.287B26