HORIZON FINANCIAL SERVICES, LLC AVGO — AVGO

Ownership history in HORIZON FINANCIAL SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

HORIZON FINANCIAL SERVICES, LLC reported AVGO (AVGO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 Q2. The latest visible filing shows AVGO at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HORIZON FINANCIAL SERVICES, LLC's position in AVGO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVGO was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page HORIZON FINANCIAL SERVICES, LLC fund profile HORIZON FINANCIAL SERVICES, LLC full holdings
How HORIZON FINANCIAL SERVICES, LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,687 +572 +51.3% 0.24% $637K 2026-07-20 $378.16
2026 Q1 ADDED — — — 1,115 +300 +36.8% 0.15% $345K 2026-04-15 $396.09
2025 Q4 ADDED — — — 815 +37 +4.8% 0.13% $282K 2026-01-12 $350.92
2025 Q3 ADDED — — — 778 +246 +46.2% 0.12% $257K 2025-11-14 (Est.) $340.55
2025 Q2 REDUCED 99.4% +19.2% ❌ 532 -88,566 -99.4% 0.08% $147K 2025-08-14 (Est.) $308.97
2025 Q1 ADDED — — — 89,098 +88,582 +17167.1% 0.01% $532K 2025-05-15 (Est.) $230.41
2024 Q4 ADDED — — — 516 +16 +3.2% 0.07% $120K 2025-02-14 (Est.) $230.11
2024 Q3 ADDED — — — 500 +450 +900.0% 0.05% $86K 2024-11-14 (Est.) $167.78
2024 Q2 UNCHANGED — — — 50 — 0% 0.05% $80K 2024-08-14 (Est.) $154.78
2024 Q1 INITIATED — — — 50 — — 0.04% $66K 2024-05-15 (Est.) $140.52

🏢 Other funds also holding AVGO

As of 2026 Q2 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 88.81% Milestone Resources Group Ltd 3Y 7Y 27.87% Haven Capital Group, Inc. 21.62% M & L Capital Management Ltd 17.96% Crescent Park Management, L.P. 3Y 7Y 17.15% Integrated Financial Solutions, Inc. 15.74% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 14.65% Investment Insight Wealth Management, LLC 14.58% Varenne Capital Partners 3Y 13.59% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 13.19%

FAQ About HORIZON FINANCIAL SERVICES, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HORIZON FINANCIAL SERVICES, LLC reported owning AVGO?

HORIZON FINANCIAL SERVICES, LLC reported AVGO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVGO position in HORIZON FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for AVGO was 0.24% in 2026 Q2.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q2, when HORIZON FINANCIAL SERVICES, LLC reported 1,687 shares, equal to 0.24% of portfolio, with an estimated market value of $637K.

What does the chart on this AVGO ownership page compare?

The chart compares HORIZON FINANCIAL SERVICES, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HORIZON FINANCIAL SERVICES, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, HORIZON FINANCIAL SERVICES, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on AVGO relative to SPY over the holding period was +33.3%.

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