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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIG VANGUARD SPECIALIZED FUNDS 7,074.0 $1.6M 0.24% +270.0 +4.0% $219.77 +5.1%
42 CTAS CINTAS CORP Industrials 8,104.0 $1.5M 0.23% +2K +33.8% $188.07 -8.4%
43 RLY SPDR SSgA Multi-Asset Real Return ETF 45,030.0 $1.4M 0.22% +4K +8.6% $31.45 +16.8%
44 VEA VANGUARD TAX-MANAGED FDS 21,984.0 $1.4M 0.21% +136.0 +0.6% $62.47 +13.2%
45 LCNB LCNB CORP Financial Services 78,601.0 $1.3M 0.20% +3K +4.5% $16.39 -0.1%
46 WPC WP CAREY INC Real Estate 17,811.0 $1.1M 0.18% +587.0 +3.4% $64.36 +16.5%
47 VWO VANGUARD INTL EQUITY INDEX F 19,134.0 $1.0M 0.16% +2K +11.3% $53.76 +9.2%
48 EFA ISHARES TR 10,535.0 $1.0M 0.15% +176.0 +1.7% $96.03 +8.5%
49 IXUS ISHARES TR 11,133.0 $942K 0.14% +175.0 +1.6% $84.65 +12.4%
50 CSCO CISCO SYS INC Technology 12,000.0 $924K 0.14% +110.0 +0.9% $77.04 +53.4%
51 RSP INVESCO EXCHANGE TRADED FD T 4,770.0 $914K 0.14% +56.0 +1.2% $191.56 +6.9%
52 MUB ISHARES TR 8,376.0 $897K 0.14% +1K +19.5% $107.11 -1.0%
53 LLY ELI LILLY & CO Healthcare 809.0 $869K 0.13% +9.0 +1.1% $1074.71 -3.1%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 2,851.0 $844K 0.13% +37.0 +1.3% $296.19 -14.6%
55 EEM ISHARES TR 15,199.0 $832K 0.13% +143.0 +0.9% $54.71 +20.7%
56 CAT CATERPILLAR INC Industrials 1,405.0 $805K 0.12% +382.0 +37.3% $572.89 +51.2%
57 IEMG ISHARES INC 11,873.0 $798K 0.12% +1K +13.4% $67.22 +19.9%
58 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 10,949.0 $717K 0.11% +643.0 +6.2% $65.48 +9.9%
59 USMV iShares MSCI USA Min Vol Factor ETF 7,559.0 $712K 0.11% +71.0 +0.9% $94.16 +2.0%
60 VEU VANGUARD INTL EQUITY INDEX F 9,432.0 $694K 0.11% +1K +13.3% $73.56 +12.3%
Page 3 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%