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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHSL CORP NEW Consumer Defensive 793.0 $684K 0.10% +20.0 +2.6% $862.37 +21.8%
62 META META PLATFORMS INC Communication Services 1,003.0 $662K 0.10% +121.0 +13.7% $660.11 -8.0%
63 TSLA TESLA INC Consumer Cyclical 1,432.0 $644K 0.10% +219.0 +18.1% $449.59 -7.2%
64 NFLX NETFLIX INC Communication Services 6,580.0 $617K 0.10% +6K +912.3% $93.76 -4.8%
65 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 13,597.0 $595K 0.09% +724.0 +5.6% $43.74 +5.5%
66 SCHE SCHWAB STRATEGIC TR 18,127.0 $594K 0.09% +3K +18.4% $32.75 +8.6%
67 ET ENERGY TRANSFER L P Energy 35,544.0 $586K 0.09% +447.0 +1.3% $16.49 +21.3%
68 UCON First Trust TCW Unconstrained Plus Bond ETF 20,354.0 $512K 0.08% +2K +10.2% $25.17 -1.6%
69 MCD MCDONALDS CORP Consumer Cyclical 1,668.0 $510K 0.08% +62.0 +3.9% $305.71 -7.0%
70 AXP AMERICAN EXPRESS CO Financial Services 1,268.0 $469K 0.07% +643.0 +102.9% $370.09 -16.3%
71 VFLO VICTORYSHARES FREE CASH FLOW ETF 11,610.0 $457K 0.07% +60.0 +0.5% $39.38 +10.0%
72 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,213.0 $425K 0.07% +20.0 +1.7% $350.58 +11.2%
73 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2,792.0 $382K 0.06% +56.0 +2.0% $136.66 +0.4%
74 IEFA ISHARES TR 4,125.0 $369K 0.06% +32.0 +0.8% $89.47 +8.8%
75 CL COLGATE PALMOLIVE CO Consumer Defensive 4,459.0 $352K 0.05% +151.0 +3.5% $79.02 +14.5%
76 VXF VANGUARD INDEX FDS 1,616.0 $338K 0.05% +233.0 +16.9% $209.17 +9.3%
77 T AT&T INC Communication Services 13,181.0 $327K 0.05% +116.0 +0.9% $24.84 +0.4%
78 RITM New Residential Investment Corp Real Estate 28,685.0 $313K 0.05% +381.0 +1.4% $10.90 -15.0%
79 AGNC AMERICAN CAPITAL AGENCY CORP. Real Estate 26,565.0 $285K 0.04% +2K +7.6% $10.72 -4.3%
80 IUSB iShares Core Total Bond Market ETF 5,882.0 $274K 0.04% +291.0 +5.2% $46.54 -1.5%
Page 4 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%