# EDGAR Filing Document

**Accession Number:** 0001426940
**File Stem:** 0001085146-23-000727
**Filing Date:** 2023-2
**Character Count:** 13609
**Document Hash:** 4d77a7ba7117773a5938d212130b8d9b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000727.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001085146-23-000727

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230207

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Horizon Investment Services, LLC
- **CENTRAL INDEX KEY:** 0001426940
- **IRS NUMBER:** 352032883
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12835
- **FILM NUMBER:** 23596204

**BUSINESS ADDRESS:**
- **STREET 1:** 7412 CALUMET AVENUE
- **CITY:** HAMMOND
- **STATE:** IN
- **ZIP:** 46327
- **BUSINESS PHONE:** 219 852-3215

**MAIL ADDRESS:**
- **STREET 1:** 7412 CALUMET AVENUE
- **CITY:** HAMMOND
- **STATE:** IN
- **ZIP:** 46327

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Horizon Investment Services LLC<br>**Address:** 7412 CALUMET AVENUE<br>HAMMOND, IN 46327

**Form 13F File Number:** 028-12835

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Thomas J. Hathoot<br>**Title:** CCO<br>**Phone:** 219-852-3215

**Signature, Place, and Date of Signing:**

/s/ Thomas J. Hathoot  Hammond, IN  02-07-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 101

**Form 13F Information Table Value Total:** $137763309

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 322897 | 1998 | SH |  | SOLE |  | 1305 | 0 | 693 |
| ALLETE INC | COM NEW | 018522300 |  | 216367 | 3354 | SH |  | SOLE |  | 2717 | 0 | 637 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4037052 | 45756 | SH |  | SOLE |  | 36474 | 0 | 9282 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 857575 | 9665 | SH |  | SOLE |  | 7205 | 0 | 2460 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 219001 | 4791 | SH |  | SOLE |  | 1976 | 0 | 2815 |
| AMAZON COM INC | COM | 023135106 |  | 359016 | 4274 | SH |  | SOLE |  | 2924 | 0 | 1350 |
| AMEREN CORP | COM | 023608102 |  | 1717543 | 19315 | SH |  | SOLE |  | 18554 | 0 | 761 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 468688 | 4936 | SH |  | SOLE |  | 3877 | 0 | 1058 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3057392 | 20693 | SH |  | SOLE |  | 14722 | 0 | 5970 |
| AMN HEALTHCARE SVCS INC | COM | 001744101 |  | 317200 | 3085 | SH |  | SOLE |  | 2255 | 0 | 830 |
| APPLE INC | COM | 037833100 |  | 7900067 | 60802 | SH |  | SOLE |  | 46832 | 0 | 13867 |
| APPLIED MATLS INC | COM | 038222105 |  | 3974546 | 40814 | SH |  | SOLE |  | 30234 | 0 | 10580 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 396043 | 3533 | SH |  | SOLE |  | 2839 | 0 | 693 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 209480 | 877 | SH |  | SOLE |  | 550 | 0 | 327 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 |  | 1051203 | 13246 | SH |  | SOLE |  | 10650 | 0 | 2596 |
| BERKLEY W R CORP | COM | 084423102 |  | 2044100 | 28167 | SH |  | SOLE |  | 20964 | 0 | 7203 |
| BLACK HILLS CORP | COM | 092113109 |  | 352226 | 5007 | SH |  | SOLE |  | 3604 | 0 | 1402 |
| BOEING CO | COM | 097023105 |  | 234684 | 1232 | SH |  | SOLE |  | 1232 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 753650 | 21576 | SH |  | SOLE |  | 21576 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 201747 | 1124 | SH |  | SOLE |  | 1057 | 0 | 67 |
| CHUBB LIMITED | COM | H1467J104 |  | 4290142 | 19447 | SH |  | SOLE |  | 14806 | 0 | 4640 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 2388839 | 60676 | SH |  | SOLE |  | 43966 | 0 | 16709 |
| CLEAN HARBORS INC | COM | 184496107 |  | 204503 | 1792 | SH |  | SOLE |  | 1590 | 0 | 202 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 615166 | 17591 | SH |  | SOLE |  | 13483 | 0 | 4107 |
| CVS HEALTH CORP | COM | 126650100 |  | 2270935 | 24368 | SH |  | SOLE |  | 18347 | 0 | 6021 |
| DANAHER CORPORATION | COM | 235851102 |  | 1104427 | 4161 | SH |  | SOLE |  | 2973 | 0 | 1188 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 1432935 | 22894 | SH |  | SOLE |  | 18136 | 0 | 4758 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 2741798 | 44574 | SH |  | SOLE |  | 32620 | 0 | 11954 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 987665 | 9589 | SH |  | SOLE |  | 4558 | 0 | 5031 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 266094 | 2365 | SH |  | SOLE |  | 1799 | 0 | 566 |
| EOG RES INC | COM | 26875P101 |  | 3832089 | 29586 | SH |  | SOLE |  | 22613 | 0 | 6973 |
| ESQUIRE FINL HLDGS INC | COM | 29667J101 |  | 1523937 | 35227 | SH |  | SOLE |  | 26108 | 0 | 9119 |
| EVERGY INC | COM | 30034W106 |  | 336865 | 5353 | SH |  | SOLE |  | 4227 | 0 | 1125 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 379312 | 3438 | SH |  | SOLE |  | 1890 | 0 | 1548 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 2148773 | 47729 | SH |  | SOLE |  | 44348 | 0 | 3381 |
| GRAINGER W W INC | COM | 384802104 |  | 391600 | 704 | SH |  | SOLE |  | 574 | 0 | 130 |
| HERITAGE CRYSTAL CLEAN INC | COM | 42726M106 |  | 422402 | 13005 | SH |  | SOLE |  | 10219 | 0 | 2786 |
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 |  | 313642 | 12870 | SH |  | SOLE |  | 9785 | 0 | 3085 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1634343 | 32686 | SH |  | SOLE |  | 31544 | 0 | 1142 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1298665 | 13722 | SH |  | SOLE |  | 13124 | 0 | 598 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 493307 | 4679 | SH |  | SOLE |  | 4399 | 0 | 280 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 305745 | 6137 | SH |  | SOLE |  | 2442 | 0 | 3695 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 384099 | 7758 | SH |  | SOLE |  | 6100 | 0 | 1658 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 628682 | 11668 | SH |  | SOLE |  | 11232 | 0 | 436 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 235910 | 3594 | SH |  | SOLE |  | 0 | 0 | 3594 |
| ISHARES TR | MSCI INTL SML CP | 46434V266 |  | 464767 | 15492 | SH |  | SOLE |  | 14121 | 0 | 1371 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2130745 | 10121 | SH |  | SOLE |  | 9877 | 0 | 244 |
| JABIL INC | COM | 466313103 |  | 1861748 | 27298 | SH |  | SOLE |  | 20029 | 0 | 7269 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 340934 | 1930 | SH |  | SOLE |  | 639 | 0 | 1291 |
| LAM RESEARCH CORP | COM | 512807108 |  | 4045447 | 9625 | SH |  | SOLE |  | 7111 | 0 | 2513 |
| LILLY ELI  CO | COM | 532457108 |  | 668024 | 1826 | SH |  | SOLE |  | 579 | 0 | 1247 |
| LKQ CORP | COM | 501889208 |  | 2199445 | 41180 | SH |  | SOLE |  | 31331 | 0 | 9849 |
| MATADOR RES CO | COM | 576485205 |  | 949919 | 16595 | SH |  | SOLE |  | 12549 | 0 | 4046 |
| MCDONALDS CORP | COM | 580135101 |  | 237034 | 899 | SH |  | SOLE |  | 644 | 0 | 255 |
| MERCK  CO INC | COM | 58933Y105 |  | 563526 | 5079 | SH |  | SOLE |  | 2389 | 0 | 2690 |
| MICROSOFT CORP | COM | 594918104 |  | 5892049 | 24568 | SH |  | SOLE |  | 19090 | 0 | 5477 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 635785 | 10044 | SH |  | SOLE |  | 8008 | 0 | 2035 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 2072063 | 11838 | SH |  | SOLE |  | 8907 | 0 | 2930 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 776459 | 9287 | SH |  | SOLE |  | 4583 | 0 | 4703 |
| NISOURCE INC | COM | 65473P105 |  | 463744 | 16912 | SH |  | SOLE |  | 13176 | 0 | 3735 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 271618 | 8536 | SH |  | SOLE |  | 6156 | 0 | 2379 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1472799 | 10078 | SH |  | SOLE |  | 7987 | 0 | 2091 |
| OGE ENERGY CORP | COM | 670837103 |  | 468665 | 11849 | SH |  | SOLE |  | 8549 | 0 | 3300 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 2221869 | 35624 | SH |  | SOLE |  | 28281 | 0 | 7343 |
| ONE GAS INC | COM | 68235P108 |  | 379679 | 5014 | SH |  | SOLE |  | 3469 | 0 | 1544 |
| PEPSICO INC | COM | 713448108 |  | 300799 | 1665 | SH |  | SOLE |  | 1185 | 0 | 480 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 493006 | 4871 | SH |  | SOLE |  | 2690 | 0 | 2181 |
| PHILLIPS 66 | COM | 718546104 |  | 1479852 | 14218 | SH |  | SOLE |  | 10155 | 0 | 4063 |
| PHOTRONICS INC | COM | 719405102 |  | 740200 | 43981 | SH |  | SOLE |  | 34344 | 0 | 9637 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 341268 | 4488 | SH |  | SOLE |  | 3474 | 0 | 1014 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 429264 | 2832 | SH |  | SOLE |  | 1442 | 0 | 1390 |
| PROGRESSIVE CORP | COM | 743315103 |  | 734807 | 5665 | SH |  | SOLE |  | 5665 | 0 | 0 |
| SANMINA CORPORATION | COM | 801056102 |  | 670579 | 11705 | SH |  | SOLE |  | 9090 | 0 | 2615 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 640925 | 8484 | SH |  | SOLE |  | 7964 | 0 | 520 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 1753608 | 47484 | SH |  | SOLE |  | 34471 | 0 | 13013 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1621998 | 23007 | SH |  | SOLE |  | 17274 | 0 | 5733 |
| SERVISFIRST BANCSHARES INC | COM | 81768T108 |  | 1173551 | 17030 | SH |  | SOLE |  | 12917 | 0 | 4113 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1797361 | 4699 | SH |  | SOLE |  | 3686 | 0 | 1013 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 2991356 | 133901 | SH |  | SOLE |  | 115506 | 0 | 18394 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 239593 | 3316 | SH |  | SOLE |  | 2759 | 0 | 557 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 536805 | 16366 | SH |  | SOLE |  | 12704 | 0 | 3662 |
| TESLA INC | COM | 88160R101 |  | 414870 | 3368 | SH |  | SOLE |  | 3305 | 0 | 63 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 5379398 | 9768 | SH |  | SOLE |  | 7314 | 0 | 2454 |
| TITAN INTL INC ILL | COM | 88830M102 |  | 295385 | 19281 | SH |  | SOLE |  | 16489 | 0 | 2792 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 388390 | 828 | SH |  | SOLE |  | 686 | 0 | 142 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 6592918 | 12435 | SH |  | SOLE |  | 9439 | 0 | 2996 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1054119 | 14673 | SH |  | SOLE |  | 13265 | 0 | 1408 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 517187 | 2426 | SH |  | SOLE |  | 2194 | 0 | 232 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1057316 | 7818 | SH |  | SOLE |  | 7202 | 0 | 616 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 260274 | 1639 | SH |  | SOLE |  | 229 | 0 | 1410 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 297274 | 1554 | SH |  | SOLE |  | 1434 | 0 | 120 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 817660 | 5825 | SH |  | SOLE |  | 5158 | 0 | 667 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 7516037 | 99960 | SH |  | SOLE |  | 88986 | 0 | 10973 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 1128997 | 16957 | SH |  | SOLE |  | 0 | 0 | 16957 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1826003 | 43507 | SH |  | SOLE |  | 40968 | 0 | 2539 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 747642 | 6909 | SH |  | SOLE |  | 6809 | 0 | 100 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 1647989 | 16023 | SH |  | SOLE |  | 15698 | 0 | 325 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 1820984 | 10582 | SH |  | SOLE |  | 10335 | 0 | 247 |
| VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 |  | 561451 | 3661 | SH |  | SOLE |  | 3622 | 0 | 39 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1536598 | 5321 | SH |  | SOLE |  | 4072 | 0 | 1249 |
| VISA INC | COM CL A | 92826C839 |  | 519174 | 2498 | SH |  | SOLE |  | 1998 | 0 | 500 |

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