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Disclosed positions
Horizon Investment Services, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $23,161,132
- Reported amount
- 53,449
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001426940-26-000011Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| LAM RESEARCH CORP | LRCX | COM NEW | $23,161,132 | 53,449 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $21,941,269 | 109,657 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $16,833,553 | 14,583 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $15,928,275 | 44,570 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $14,615,034 | 184,930 | SH | None |
| BROADCOM INC | AVGO | COM | $11,103,783 | 29,394 | SH | None |
| COMFORT SYS USA INC | FIX | COM | $9,784,871 | 4,936 | SH | None |
| APPLE INC | AAPL | COM | $8,444,249 | 29,182 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $8,230,594 | 11,383 | SH | None |
| KLA CORP | KLAC | COM NEW | $7,813,358 | 25,896 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $7,745,885 | 17,952 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,574,137 | 20,304 | SH | None |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $7,417,710 | 316,455 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $7,054,014 | 13,691 | SH | None |
| AMPHENOL CORP | APH | CL A | $6,778,468 | 38,444 | SH | None |
| STERLING INFRASTRUCTURE INC | STRL | COM | $6,469,787 | 7,708 | SH | None |
| INVESCO EXCH TRADED FD TR II | IDMO | S&P INTL MOMNT | $6,320,482 | 104,834 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,297,941 | 26,424 | SH | None |
| EMCOR GROUP INC | EME | COM | $6,044,877 | 7,284 | SH | None |
| VISA INC | V | COM CL A | $5,812,977 | 16,943 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,616,063 | 4,682 | SH | None |
| NORTHERN TR CORP | NTRS | COM | $5,486,106 | 31,558 | SH | None |
| JABIL INC | JBL | COM | $5,260,368 | 13,646 | SH | None |
| META PLATFORMS INC | META | CL A | $5,242,271 | 9,306 | SH | None |
| STATE STR CORP | STT | COM | $4,786,960 | 28,225 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $4,438,431 | 50,488 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,359,134 | 5,837 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $4,273,977 | 10,437 | SH | None |
| ESQUIRE FINL HLDGS INC | ESQ | COM | $4,228,546 | 35,501 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $4,147,384 | 12,261 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,583,362 | 10,141 | SH | None |
| CHUBB LIMITED | CB | COM | $3,492,234 | 10,248 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $3,405,894 | 74,871 | SH | None |
| TTM TECHNOLOGIES INC | TTMI | COM | $3,376,272 | 18,053 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COM | $3,160,510 | 23,101 | SH | None |
| TE CONNECTIVITY PLC | TEL | ORD SHS | $2,947,337 | 14,619 | SH | None |
| TECHNIPFMC PLC | FTI | COM | $2,832,866 | 42,728 | SH | None |
| ISHARES TR | IMCG | MRGSTR MD CP GRW | $2,740,437 | 27,878 | SH | None |
| SANMINA CORP | SANM | COM | $2,731,239 | 10,792 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $2,693,415 | 16,673 | SH | None |
| TD SYNNEX CORPORATION | SNX | COM | $2,636,774 | 9,863 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $2,617,322 | 16,012 | SH | None |
| FIDELITY COVINGTON TRUST | FESM | ENHANCED SML CAP | $2,514,252 | 52,065 | SH | None |
| GLOBUS MED INC | GMED | CL A | $2,510,780 | 31,778 | SH | None |
| ENOVA INTL INC | ENVA | COM | $2,433,780 | 10,110 | SH | None |
| HALOZYME THERAPEUTICS INC | HALO | COM | $2,253,628 | 28,793 | SH | None |
| POWELL INDS INC | POWL | COM | $2,200,390 | 7,684 | SH | None |
| AMEREN CORP | AEE | COM | $2,140,976 | 18,939 | SH | None |
| EXPEDIA GROUP INC | EXPE | COM NEW | $2,095,016 | 8,187 | SH | None |
| WABTEC | WAB | COM | $1,696,883 | 6,294 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.