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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC Consumer Defensive 6,864.0 $985K 0.15% -47.0 -0.7% $143.53 +3.7%
82 SPSM SPDR SERIES TRUST 20,309.0 $952K 0.15% $46.86 +13.1%
83 IXUS ISHARES TR 11,133.0 $942K 0.14% +175.0 +1.6% $84.65 +12.4%
84 CSCO CISCO SYS INC Technology 12,000.0 $924K 0.14% +110.0 +0.9% $77.04 +53.4%
85 RSP INVESCO EXCHANGE TRADED FD T 4,770.0 $914K 0.14% +56.0 +1.2% $191.56 +6.9%
86 MUB ISHARES TR 8,376.0 $897K 0.14% +1K +19.5% $107.11 -1.0%
87 DEO DIAGEO PLC Consumer Defensive 10,344.0 $892K 0.14% -5K -30.6% $86.27 -0.3%
88 LLY ELI LILLY & CO Healthcare 809.0 $869K 0.13% +9.0 +1.1% $1074.71 -3.1%
89 DUK DUKE ENERGY CORP NEW Utilities 7,272.0 $852K 0.13% -132.0 -1.8% $117.20 +6.4%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 2,851.0 $844K 0.13% +37.0 +1.3% $296.19 -14.6%
91 IBDT iShares iBonds Dec 2028 Term Corporate ETF 32,700.0 $832K 0.13% -5K -13.2% $25.46 -0.9%
92 EEM ISHARES TR 15,199.0 $832K 0.13% +143.0 +0.9% $54.71 +20.7%
93 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,034.0 $831K 0.13% $137.80 -1.3%
94 IBDS iShares iBonds Dec 2027 Term Corp ETF 34,156.0 $829K 0.13% -6K -14.9% $24.28 -0.3%
95 IBDR iShares IBonds Dec. 2026 Corporate Bond ETF 34,108.0 $826K 0.13% -6K -14.9% $24.23 -0.0%
96 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 14,053.0 $814K 0.12% $57.91 +10.3%
97 CAT CATERPILLAR INC Industrials 1,405.0 $805K 0.12% +382.0 +37.3% $572.89 +51.2%
98 IEMG ISHARES INC 11,873.0 $798K 0.12% +1K +13.4% $67.22 +19.9%
99 EMXC ISHARES INC 10,090.0 $733K 0.11% $72.68 +31.5%
100 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 10,949.0 $717K 0.11% +643.0 +6.2% $65.48 +9.9%
Page 5 of 9  ·  178 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%