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Portfolio (Quarterly) Guide ↗

HORAN Wealth, LLC

· CIK 0002072569
13F Portfolio $651M AUM 178 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 87 Added 29 Reduced 26 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CFG CITIZENS FINL GROUP INC Financial Services 80,435.0 $4.7M 0.72% +1K +1.7% $58.41 +7.5%
22 HD HOME DEPOT INC Consumer Cyclical 13,557.0 $4.7M 0.72% +301.0 +2.3% $344.09 -8.8%
23 PANW PALO ALTO NETWORKS INC Technology 25,162.0 $4.6M 0.71% +280.0 +1.1% $184.20 +37.3%
24 AMZN AMAZON COM INC Consumer Cyclical 19,900.0 $4.6M 0.71% +418.0 +2.1% $230.82 +16.3%
25 ABT ABBOTT LABS Healthcare 36,129.0 $4.5M 0.69% +439.0 +1.2% $125.29 -29.9%
26 V VISA INC Financial Services 11,548.0 $4.0M 0.62% +280.0 +2.5% $350.70 -5.7%
27 GPC GENUINE PARTS CO Consumer Cyclical 32,827.0 $4.0M 0.62% +294.0 +0.9% $122.96 -20.6%
28 NEE NEXTERA ENERGY INC Utilities 49,864.0 $4.0M 0.61% +373.0 +0.8% $80.28 +11.7%
29 NOC NORTHROP GRUMMAN CORP Industrials 6,945.0 $4.0M 0.61% +88.0 +1.3% $570.22 -3.3%
30 ITW ILLINOIS TOOL WKS INC Industrials 14,618.0 $3.6M 0.55% +108.0 +0.7% $246.30 +1.5%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 87,908.0 $3.6M 0.55% +800.0 +0.9% $40.73 +17.4%
32 VCIT VANGUARD SCOTTSDALE FDS 40,909.0 $3.4M 0.53% +15K +60.6% $83.75 -1.9%
33 SCHF SCHWAB STRATEGIC TR 129,020.0 $3.1M 0.48% +3K +2.5% $24.04 +13.8%
34 GOOG ALPHABET INC Communication Services 7,418.0 $2.3M 0.36% +111.0 +1.5% $313.81 +22.2%
35 SPYM SPDR Portfolio S&P 500 ETF 27,646.0 $2.2M 0.34% +1K +4.3% $80.22 +9.0%
36 QUAL ISHARES TR 10,809.0 $2.1M 0.33% +184.0 +1.7% $198.62 +7.1%
37 VUG VANGUARD INDEX FDS 4,146.0 $2.0M 0.31% +90.0 +2.2% $487.79 -82.1%
38 SCHC SCHWAB STRATEGIC TR 41,485.0 $1.9M 0.29% +360.0 +0.9% $45.53 +10.3%
39 RTX RTX CORPORATION Industrials 9,133.0 $1.7M 0.26% +61.0 +0.7% $183.41 -4.7%
40 XOM EXXON MOBIL CORP Energy 13,409.0 $1.6M 0.25% +229.0 +1.7% $120.34 +29.9%
Page 2 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 13.1%
Healthcare 10.7%
Industrials 10.0%
Communication Services 9.4%
Consumer Defensive 8.5%
Consumer Cyclical 7.8%
Energy 4.2%
Utilities 2.3%
Basic Materials 0.9%