Horizon Advisory Services, Inc. has filed its quarterly institutional holdings report (Form 13F-HR) for the period ending September 30, 2026. The filing lists 51 equity securities held by the firm as of the report date.
The report indicates that Michael Congdon, the Chief Executive Officer and Chief Compliance Officer of Horizon Advisory Services, is the authorized signatory for the filing. The firm’s principal executive office is located at 5582 West Henrietta Road in West Henrietta, New York.
The portfolio consists of a mix of individual equities and exchange-traded funds. Notable positions include large holdings in First Trust Exchange-Traded Fund III Institutional Preferred Securities, which is listed with 1,891,895 shares, and First Trust Exchange-Traded Fund Rising Dividend Achievers, with 510,319 shares. The firm also holds significant stakes in Harbor ETF Trust Common All Weather ETF (1,144,638 shares) and Harbor ETF Trust Active Small Cap Growth ETF (908,402 shares).
Among the individual company holdings, NBT Bancorp Inc. is listed with 34,781 shares, and Molson Coors Beverage Co. Class B is listed with 7,054 shares. Other named companies in the portfolio include AbbVie Inc., Allstate Corp., Amazon.com Inc., Chevron Corporation, and Microsoft Corporation.
